Icon Wealth Partners Revenue and Competitors

Houston, TX USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Icon Wealth Partners's estimated annual revenue is currently $3.5M per year.(i)
  • Icon Wealth Partners's estimated revenue per employee is $160,364

Employee Data

  • Icon Wealth Partners has 22 Employees.(i)
  • Icon Wealth Partners grew their employee count by 10% last year.

Icon Wealth Partners's People

NameTitleEmail/Phone
1
Founder and Managing PartnerReveal Email/Phone
2
Founder and Managing PartnerReveal Email/Phone
3
Founder and Managing PartnerReveal Email/Phone
4
Chief Compliance OfficerReveal Email/Phone
5
Director Planning and InvestmentsReveal Email/Phone
6
Managing DirectorReveal Email/Phone
7
Director Planning and InvestmentsReveal Email/Phone
8
Director OperationsReveal Email/Phone
9
Director Marketing & Client Relationship ManagerReveal Email/Phone
10
Managing Director, Head Fixed Income StrategiesReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$34.9M1282%N/AN/A
#2
$86.6M33010%N/AN/A
#3
$4.1M28-22%N/AN/A
#4
$7.9M390%N/AN/A
#5
$7.1M32-9%N/AN/A
#6
$6.9M3812%N/AN/A
#7
$6.7M4433%N/AN/A
#8
$0.1M5-84%N/AN/A
#9
$5.4M297%N/AN/A
#10
$19.1M9115%N/AN/A
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What Is Icon Wealth Partners?

Welcome to Icon Wealth Partners, an independent, privately-held wealth advisory firm providing comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. Driven by our core values and entrepreneurial spirit, Icon Wealth Partners offers clients an elevated standard of service marked by integrity, independence and insight. Headquartered in Houston, Texas, Icon Wealth Partners leverages the diverse talents of our three Founding Partners; Blake Pratz, Mark McAdams, and Steve Schwarzbach, who together have more than 60 years of wealth management experience. Prior to forming Icon Wealth Partners, our Founders were entrusted with $750 million in client assets at their previous Wall Street firms.

keywords:N/A

N/A

Total Funding

22

Number of Employees

$3.5M

Revenue (est)

10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$236M22-8%N/A
#2
$3.8M22N/AN/A
#3
$5.6M220%$250.9M
#4
$2M22-21%N/A
#5
$6.7M22-15%N/A