Evercore Wealth Management Revenue and Competitors

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Total Funding

Investments

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Estimated Revenue & Valuation

  • Evercore Wealth Management's estimated annual revenue is currently $22.2M per year.(i)
  • Evercore Wealth Management's estimated revenue per employee is $227,000

Employee Data

  • Evercore Wealth Management has 98 Employees.(i)
  • Evercore Wealth Management grew their employee count by 3% last year.

Evercore Wealth Management's People

NameTitleEmail/Phone
1
Partner/Portfolio ManagerReveal Email/Phone
2
Partner/Portfolio ManagerReveal Email/Phone
3
Partner/Chief Investment OfficerReveal Email/Phone
4
PartnerReveal Email/Phone
5
Partner, Portfolio ManagerReveal Email/Phone
6
Partner, Wealth AdvisorReveal Email/Phone
7
Partner, ChairmanReveal Email/Phone
8
Portfolio ManagerReveal Email/Phone
9
PartnerReveal Email/Phone
10
PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$51.3M2222%N/AN/A
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What Is Evercore Wealth Management?

The New Standard in Wealth Management. Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling $8.0 billion as of September 30, 2018. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. More information about Evercore Wealth Management can be found at www.evercorewealthmanagement.com.

keywords:Publishing

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Total Funding

98

Number of Employees

$22.2M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Evercore Wealth Management News

2022-04-20 - Wall St Week Ahead Stakes are high as megacap companies ...

... stocks at this point, that corporate profits are still very robust,” said Charlie Ryan, portfolio manager at Evercore Wealth Management.

2022-04-20 - NextEra Energy's (NEE) “Hold” Rating Reaffirmed at Evercore ...

Jackson Wealth Management LLC now owns 71,561 shares of the utilities provider's stock valued at $28,000 after buying an additional 52,510...

2022-04-06 - Evercore, The World's Best Independent Investment Bank, Is Cheap

Like many financial firms, Evercore is trading at a cheap valuation. ... The Investment Management segment conducts wealth management and...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$20.6M988%N/A
#2
$7.5M9810%N/A
#3
$26.5M98-11%N/A
#4
$14.2M98N/AN/A
#5
$13.7M98-11%$69.8M