WE Family Offices
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

1270 Avenue of the Americas Ste 2108, Ne...

Phone Number

(212) 218-5100

Revenue

$19.9 Million

Industry

Finance Securities Trading
ZI Rank: 5
Signal Type
Feb
Mar
Apr
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Jun
Jul
ZI Rank
3
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5

About WE Family Offices

WE Family Offices functions as a wealth advisor, working closely with UHNW families to manage their wealth as a business. Established in 2000, WE Family Offices is headquartered in Miami, Florida.Explore more
WE Family Offices's Social MediaPopular SearchesWE Family Offices LLCFamily Offices LLCFamily OfficesWE Family OfficesSIC Code 62,628NAICS Code 52,523Show more

WE Family Offices Org Chart

ML
United States flag for contact location.

Chief Executive Officer & Managing Partner

PhoneEmail
MF
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Deputy Chief Investment Officer

PhoneEmail
EM
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Chief Compliance Officer

PhoneEmail

PhoneEmail
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MM
United States flag for contact location.

Director, Finance

PhoneEmail
SQ
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Director, Investment Private Equity & Vc

PhoneEmail
KN
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Director, Investment & Manager

PhoneEmail

PhoneEmail
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Compare Similar Companies to WE Family Offices

Compare insights from companies similar to WE Family Offices, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WE Family Offices

$19.9M
11-50
Private
<$5M
2000
ML
Mel LagomasinoCEO & Managing Partner
$39.5M
51-200
Private
<$5M
1996
$30.1M
51-200
Private
-
2001
Scott Cross, Principal, Chief Operating Officer at HBKS Wealth Advisors
Scott CrossPrincipal, Chief Operating Officer
$7.6M
11-50
Private
-
1962
<$5M
11-50
Private
-
1995
N/A
<$5M
11-50
Private
<$5M
2009
AJ
Andrew JensenManaging Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

WE Family Offices is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

WE Family Offices is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WE Family Offices.

WE Family Offices financials insights

Gather financial insights about WE Family Offices, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

2024

Debt

$50K

See All WE Family Offices's Financials Insights

WE Family Offices Tech Stack

A closer look at the technologies used by WE Family Offices

Most Recent Scoops

Funding
reportedly secured $250,000 in Debt funding in Q3 2024.
Funding, Financing & Debt
Facilities Relocation / Expansion
WE Family Offices is planning to move its offices in January 2024. The move will impact approximately 7 employees at their existing office located at 701 Brickell Ave, Unit #2100, Miami, FL.
Executive Move
Board of Directors
Funding
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WE Family Offices News & Media

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Top Finance Companies

Frequently Asked Questions Regarding WE Family Offices

What is WE Family Offices's official website?
WE Family Offices's official website is www.wefamilyoffices.com
What is WE Family Offices's Revenue?
WE Family Offices's revenue is $19.9 Million
What is WE Family Offices's SIC code?
WE Family Offices's SIC: 62,628
What is WE Family Offices's NAICS code?
WE Family Offices's NAICS: 52,523
How many employees does WE Family Offices have?
WE Family Offices has 11-50 employees
What industry does WE Family Offices belong to?
WE Family Offices is in the industry of: Finance, Securities Trading
What is WE Family Offices competition?
WE Family Offices top competitors include: Alliance for Non-Custodial Parents Rights, Axxcess Capital, HBKS Wealth Advisors, Kraft Asset Management
What technology does WE Family Offices use?
Some of the popular technologies that WE Family Offices uses are: WordPress.org, PHP, Cloudflare Website Optimization, Proofpoint
How do I contact WE Family Offices?
WE Family Offices contact info: Phone number: (212) 218-5100 Website: www.wefamilyoffices.com
What does WE Family Offices do?

WE Family Offices functions as a wealth advisor, working closely with UHNW families to manage their wealth as a business. Established in 2000, WE Family Offices is headquartered in Miami, Florida.... Read More

What are WE Family Offices social media links?
WE Family Offices Linkedin page WE Family Offices Twitter page WE Family Offices Facebook page
Is WE Family Offices a public company?
WE Family Offices is private company therefore does not currently have an official ticker symbol
See more information about WE Family Offices

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