Bleakley Financial Group Revenue and Competitors

Fairfield, NJ USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Bleakley Financial Group's estimated annual revenue is currently $37M per year.(i)
  • Bleakley Financial Group's estimated revenue per employee is $231,000

Employee Data

  • Bleakley Financial Group has 160 Employees.(i)
  • Bleakley Financial Group grew their employee count by -5% last year.

Bleakley Financial Group's People

NameTitleEmail/Phone
1
COOReveal Email/Phone
2
Managing Director – Financial PlanningReveal Email/Phone
3
Chief Administrative Officer (CAO)Reveal Email/Phone
4
Managing DirectorReveal Email/Phone
5
Wealth Management Advisor & Managing DirectorReveal Email/Phone
6
Director Investment OperationsReveal Email/Phone
7
Wealth Management Advisor & Managing DirectorReveal Email/Phone
8
Managing DirectorReveal Email/Phone
9
Chief Digital Officer (CDO)Reveal Email/Phone
10
Managing DirectorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$39.3M1709%N/AN/A
#2
$8.2M49N/AN/AN/A
#3
$2.4M180%N/AN/A
#4
$9.8M526%N/AN/A
#5
$5.7M3410%N/AN/A
#6
$45.3M196-1%N/AN/A
#7
$10.4M5512%N/AN/A
#8
$8.2M49-2%N/AN/A
#9
$0.6M6N/AN/AN/A
#10
$8.1M4850%N/AN/A
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What Is Bleakley Financial Group?

A FOCUSED MISSION FROM A TRUSTED PARTNER Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your financial situation. SPECIALIZED TEAMS AND INDIVIDUAL ATTENTION Our advisory team has been built from the ground up to provide an independent option for your financial planning and wealth management needs. The size and strength of our infrastructure gives us the bandwidth to deal with both standard and highly sophisticated financial situations while keeping our advisor-to-client ratio low. COMPREHENSIVE FINANCIAL PLANNING AND WEALTH MANAGEMENT We want to protect what is important to you, improve your life and secure your family's future. As your financial planner, we provide a comprehensive plan, working in close collaboration with your legal and accounting advisors to make recommendations within your financial infrastructure. CULTURE OF CLIENT SERVICE EXCELLENCE Our firm's culture is rooted in highly-attentive service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together with you to create the strategies and guidance we believe serve your best interest. In everything we do, we strive to exceed your expectations. Frequent communication, attention to detail and a commitment to service excellence are hallmarks of our firm. We are proud to foster a culture we believe to be unmatched in the industry, where your satisfaction is our first priority.

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Total Funding

160

Number of Employees

$37M

Revenue (est)

-5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Bleakley Financial Group News

2022-04-17 - Eight Bleakley Financial Group Advisors Receive Industry ...

FAIRFIELD, N.J., April 19, 2022 /PRNewswire/ -- Forbes has recognized eight Bleakley Financial Group advisors among the Best-In-State Wealth...

2022-03-30 - An AA+ Rated Government Bond Down 55% Shows the Pain ...

... right now and there is no better example than this bond,” says Peter Boockvar, chief investment officer at Bleakley Financial Group LLC.

2022-03-22 - Poise Wealth Affiliates with Bleakley Financial Group

BIRMINGHAM, Mich., March 28, 2022 /PRNewswire/ -- Drew Besonson and his team at Poise Wealth have affiliated with Bleakley Financial Group...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$47.5M1603%N/A
#2
$38.8M168-2%N/A
#3
$49.9M1689%N/A
#4
$27.3M17137%N/A
#5
$54.5M1711%N/A