WE Family Offices Revenue and Competitors

Miami, FL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • WE Family Offices's estimated annual revenue is currently $11.7M per year.(i)
  • WE Family Offices's estimated revenue per employee is $189,000

Employee Data

  • WE Family Offices has 62 Employees.(i)
  • WE Family Offices grew their employee count by 3% last year.

WE Family Offices's People

NameTitleEmail/Phone
1
Founder & Managing PartnerReveal Email/Phone
2
Head Wealth PlanningReveal Email/Phone
3
Director Reconciliation and TechnologyReveal Email/Phone
4
Director FinanceReveal Email/Phone
5
Senior Investment ManagerReveal Email/Phone
6
Senior Investment ManagerReveal Email/Phone
7
Associate AdvisorReveal Email/Phone
8
AssociateReveal Email/Phone
9
Managing PartnerReveal Email/Phone
10
PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5M307%N/AN/A
#2
$2.1M17-26%N/AN/A
#3
$43.2M187-2%N/AN/A
#4
$18.9M9018%$100MN/A
#5
$94.2M3592%N/AN/A
#6
$19.7M9429%N/AN/A
#7
$42.7M18522%N/AN/A
#8
$0.2M20%N/AN/A
#9
$6.7M408%N/AN/A
#10
$11.9M65-12%$75MN/A
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What Is WE Family Offices?

WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise and the core of our work with clients like you is based on the simple tenet that families who are able to successfully manage their wealth do so as they would a business. They build Wealth Enterprises.

keywords:N/A

N/A

Total Funding

62

Number of Employees

$11.7M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

WE Family Offices News

2022-04-13 - Examining the impact of recently introduced tax & regulatory ...

Regulatory agendas as they pertain to family offices (9:34) ... It's H.R. 4620, The Family Office Regulation Act, and basically, what it would do is it...

2022-04-06 - Morgan Stanley aims to serve the richest of the rich as family offices grow to $5.5 trillion in assets

The Morgan Stanley Family Office unit began bringing firms onto ... “They've fallen between the cracks of what had existed before,” he said.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15.1M625%N/A
#2
$14.2M6213%N/A
#3
$17.7M62-41%$16.6M
#4
$7.8M6244%N/A
#5
$15.1M625%N/A