Geller Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Geller Advisors's estimated annual revenue is currently $16.4M per year.
- Geller Advisors's estimated revenue per employee is $210,000
Employee Data
- Geller Advisors has 78 Employees.
- Geller Advisors grew their employee count by -12% last year.
Geller Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Head Investment Operations | Reveal Email/Phone |
2 | Head Client Development | Reveal Email/Phone |
3 | Head Financial Planning | Reveal Email/Phone |
4 | Head Investment Strategy and Research | Reveal Email/Phone |
5 | Head CFO Services | Reveal Email/Phone |
6 | Chief Staff to Chief Client Officer | Reveal Email/Phone |
7 | Tax Director | Reveal Email/Phone |
8 | Managing Director | Reveal Email/Phone |
9 | Director | Reveal Email/Phone |
10 | Director in CFO Client Services at Geller Advisors LLC | Reveal Email/Phone |
Geller Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1.8M | 14 | -71% | N/A | N/A |
#2 | $90M | 343 | 6% | N/A | N/A |
#3 | $5.7M | 34 | 10% | N/A | N/A |
#4 | $449.5M | 1529 | 5% | N/A | N/A |
#5 | $26.9M | 128 | 0% | N/A | N/A |
#6 | $7.9M | 47 | 9% | N/A | N/A |
#7 | $8.2M | 49 | 4% | N/A | N/A |
#8 | $81.6M | 311 | -1% | N/A | N/A |
#9 | $1.6M | 13 | 0% | N/A | N/A |
#10 | $135.2M | 515 | -16% | N/A | N/A |
What Is Geller Advisors?
Geller Advisors provides financial services to high net worth individuals, families, non-profit foundations and operating businesses. We are a wholly-owned subsidiary of Geller & Company and an SEC Registered Investment Advisor. Our firm is currently comprised of over 100 professionals who deliver a wide array of services, including Investment Management, CFO Services, Tax Advisory Services, Real Estate Services, Aviation Services and Philanthropic Services. Geller Advisors is privately held – we work solely for the benefit of our clients. We consider our independence a great strength, and we are transparent in everything we do. Avoiding potential conflicts of interest means we can serve our clients’ best interest. We strive to meet client expectations through a deep understanding of their goals and what it takes to achieve them. Our primary metric of success is continual client satisfaction. We help clients simplify complex and intricate financial challenges with a comprehensive, thoughtful and collaborative planning process. Our integrated and customized approach has earned us a reputation for crafting innovative solutions for our clients.
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Total Funding
78
Number of Employees
$16.4M
Revenue (est)
-12%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in New York
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $10.9M | 78 | -21% | $52.8M |
#2 | $10.9M | 78 | 50% | N/A |
#3 | $10.9M | 78 | -33% | $18.2M |
#4 | $10.1M | 78 | 5% | $66M |
#5 | $11.3M | 78 | 4% | N/A |