Eaton Vance WaterOak Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Eaton Vance WaterOak Advisors's estimated annual revenue is currently $12.7M per year.
- Eaton Vance WaterOak Advisors's estimated revenue per employee is $189,000
Employee Data
- Eaton Vance WaterOak Advisors has 67 Employees.
- Eaton Vance WaterOak Advisors grew their employee count by -13% last year.
Eaton Vance WaterOak Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | VP, Wealth Advisor | Reveal Email/Phone |
2 | VP, Portfolio Strategist | Reveal Email/Phone |
3 | VP Family Office Services | Reveal Email/Phone |
4 | Director Investment Strategy | Reveal Email/Phone |
5 | Client Service Associate | Reveal Email/Phone |
6 | President Emeritus | Reveal Email/Phone |
7 | Senior Client Service Associate | Reveal Email/Phone |
8 | Portfolio Implementation Associate | Reveal Email/Phone |
9 | Associate Wealth Advisor | Reveal Email/Phone |
10 | Portfolio Operations Specialist | Reveal Email/Phone |
Eaton Vance WaterOak Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
What Is Eaton Vance WaterOak Advisors?
A modern wealth advisory with old world stability and new world agility for those who expect the unique combination of global resources, intimate delivery and customization to meet their sophisticated needs. Advanced wealth management requires a customized, integrated approach that is risk aware and tax sensitive, and is delivered by expert professionals. As fiduciaries, we exist to serve your best interests. Our team has access to a sophisticated suite of investment strategies and a network of global resources that can be customized to reflect your personal values and investment preferences. Eaton Vance WaterOak Advisors is an $11.4 billion Registered Investment Advisory firm with access to the resources of Eaton Vance Corp. – a global investment manager. We are comprised of sixty-eight professionals who collectively bring decades of experience serving families, executives, non-profit organizations and institutions. For important disclosure please visit: www.eatonvance.com/socialmedia
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Total Funding
67
Number of Employees
$12.7M
Revenue (est)
-13%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Eaton Vance WaterOak Advisors News
(CI) (TSX: CIX; NYSE: CIXX) today announced an agreement under which CI will acquire certain assets of Eaton Vance WaterOak Advisors,...
... of Eaton Vance WaterOak Advisors, formerly Eaton Vance Investment ... as the dedicated wealth management affiliate of Eaton Vance Corp.
Eaton Vance WaterOak Advisors was originally known as the Eaton Vance Investment Counsel when it was the wealth management affiliate for...
Other Companies in Boston
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $16.3M | 67 | 6% | N/A |
#2 | $12.7M | 67 | N/A | N/A |
#3 | $10.3M | 67 | 3% | N/A |
#4 | $16.3M | 67 | -8% | N/A |
#5 | $9.6M | 67 | 34% | N/A |