YorkBridge Wealth Partners

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

80 Broad St Ste 1701, New York, New York...

Phone Number

(212) 574-4070

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About YorkBridge Wealth Partners

At YorkBridge Wealth Partners, we create a comfortable environment in which clients feel at ease discussing their circumstances and concerns. We believe that trust is at the heart of all we do, and strive to develop and maintain it through integrity, performance and our approach to client service. Clients recognize that we truly enjoy helping them plan for the future and profoundly value our relationship with them.Explore more
YorkBridge Wealth Partners's Social MediaPopular SearchesYorkbridge Wealth Partners LLCYorkBridge Wealth PartnersBridge Street 2015 LPBridge Street 2011 LPBridge Street 2011 Offshore Advisors IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

YorkBridge Wealth Partner...

<$5M
1-10
Private
<$5M
2015
N/A
<$5M
11-50
Private
<$5M
2008
AA
Amy ArdeelChief Compliance Officer & Senior Counsel
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

YorkBridge Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

YorkBridge Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about YorkBridge Wealth Partners.

YorkBridge Wealth Partners financials insights

Gather financial insights about YorkBridge Wealth Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All YorkBridge Wealth Partners's Financials Insights

YorkBridge Wealth Partners Tech Stack

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Frequently Asked Questions Regarding YorkBridge Wealth Partners

What is YorkBridge Wealth Partners's official website?
YorkBridge Wealth Partners's official website is www.yorkbridgewealth.com
What is YorkBridge Wealth Partners's Revenue?
YorkBridge Wealth Partners's revenue is <$5 Million
What is YorkBridge Wealth Partners's SIC code?
YorkBridge Wealth Partners's SIC: 62,628
What is YorkBridge Wealth Partners's NAICS code?
YorkBridge Wealth Partners's NAICS: 52,523
How many employees does YorkBridge Wealth Partners have?
YorkBridge Wealth Partners has 1-10 employees
What industry does YorkBridge Wealth Partners belong to?
YorkBridge Wealth Partners is in the industry of: Finance, Securities Trading
What is YorkBridge Wealth Partners competition?
YorkBridge Wealth Partners top competitors include: Icon Wealth Partners, Stockade Wealth Management, Constant Guidance Financial, Furlong Investment Solutions
What technology does YorkBridge Wealth Partners use?
Some of the popular technologies that YorkBridge Wealth Partners uses are: AppRiver, Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact YorkBridge Wealth Partners?
YorkBridge Wealth Partners contact info: Phone number: (212) 574-4070 Website: www.yorkbridgewealth.com
What does YorkBridge Wealth Partners do?

At YorkBridge Wealth Partners, we create a comfortable environment in which clients feel at ease discussing their circumstances and concerns. We believe that trust is at the heart of all we do, and strive to develop and maintain it through integrity, performance and our approach to client service. Clients recognize that we truly enjoy helping them... plan for the future and profoundly value our relationship with them.Read More

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

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