Yillionaire

Finance · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Yillionaire

Yillionaire Family Office is a multi-family office (MFO) established to help families with exceptional wealth ensure the preservation and growth of their financial assets and family heritage. The services of a family office are much more comprehensive than typical wealth management. The income and estate tax strategies as well as the creative use of insurance instruments are often times more sophisticated. In addition, the investment portfolio is significantly more diversified. A focus on non-traditional investments and access to private investments not generally available to the public are typical for family offices. We recommend family office clients to have a net worth of $10 million to 1 Yillion or more.Explore more
Popular SearchesYillionaireYillionaire Family OfficeSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Yillionaire

<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
-
KK
Kabir KapoorChief Investment Officer
<$5M
1-10
Private
<$5M
2009
LW
Lisa WozneyManager, Client Relations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
11-50
Private
-
2005
AP
Alexander PonchakChief Financial Officer
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Yillionaire Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Yillionaire

What is Yillionaire's official website?
Yillionaire's official website is www.yillionaire.com
What is Yillionaire's Revenue?
Yillionaire's revenue is <$5 Million
What is Yillionaire's SIC code?
Yillionaire's SIC: 62,628
What is Yillionaire's NAICS code?
Yillionaire's NAICS: 52,523
How many employees does Yillionaire have?
Yillionaire has 11-50 employees
What industry does Yillionaire belong to?
Yillionaire is in the industry of: Finance, Securities Trading
What is Yillionaire competition?
Yillionaire top competitors include: Stockade Wealth Management, Bay Harbor Wealth Management, CoastEdge Partners, Barclay Breland Family Office
What technology does Yillionaire use?
Some of the popular technologies that Yillionaire uses are: Google Cloud DNS, Google Cloud Platform, GoDaddy DNS, Starfield Technologies
What does Yillionaire do?

Yillionaire Family Office is a multi-family office (MFO) established to help families with exceptional wealth ensure the preservation and growth of their financial assets and family heritage. The services of a family office are much more comprehensive than typical wealth management. The income and estate tax strategies as well as the creative use o... f insurance instruments are often times more sophisticated. In addition, the investment portfolio is significantly more diversified. A focus on non-traditional investments and access to private investments not generally available to the public are typical for family offices. We recommend family office clients to have a net worth of $10 million to 1 Yillion or more.Read More

Is Yillionaire a public company?
Yillionaire is private company therefore does not currently have an official ticker symbol
See more information about Yillionaire

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