Leo Wealth Revenue and Competitors
Estimated Revenue & Valuation
- Leo Wealth's estimated annual revenue is currently $17.2M per year.
- Leo Wealth's estimated revenue per employee is $210,000
Employee Data
- Leo Wealth has 82 Employees.
- Leo Wealth grew their employee count by 5% last year.
Leo Wealth's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Chief Financial Officer | Reveal Email/Phone |
3 | Chief Strategy Officer (CSO) | Reveal Email/Phone |
4 | Chief Investment Officer at Leo Capital Corp | Reveal Email/Phone |
5 | Managing Director | Reveal Email/Phone |
6 | Managing Director | Reveal Email/Phone |
7 | Managing Director | Reveal Email/Phone |
8 | Associate Director, Wealth Advisor | Reveal Email/Phone |
9 | Managing Director | Reveal Email/Phone |
10 | Managing Director | Reveal Email/Phone |
Leo Wealth Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1.6M | 13 | -7% | N/A | N/A |
#2 | $100.5M | 383 | 12% | N/A | N/A |
#3 | $5.2M | 31 | -9% | N/A | N/A |
#4 | $539.5M | 1835 | 4% | N/A | N/A |
#5 | $8.1M | 48 | 2% | N/A | N/A |
#6 | $8.2M | 49 | 0% | N/A | N/A |
#7 | $97.9M | 373 | -1% | N/A | N/A |
#8 | $2M | 16 | 0% | N/A | N/A |
#9 | $162.2M | 618 | -16% | N/A | N/A |
#10 | $37.4M | 162 | 0% | N/A | N/A |
What Is Leo Wealth?
Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth.\n\nWe are 100% independent, owned and operated by partners who share values of providing trusted advice, international expertise, and personal commitment to do better for clients. \n\nDefinitions & Disclosures: Securities offered through Leo Brokerage, LLC Member FINRA/SIPC/MSRB. Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is not an affiliated company.\n\nLeo Tax and Consulting LLC provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax and Consulting LLC does not offer legal advice.\n \n\n \n \n Show more\n \n\n \n\n\n \n \n Show less
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Total Funding
82
Number of Employees
$17.2M
Revenue (est)
5%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in New York
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $26.7M | 82 | -6% | N/A |
#2 | $11.2M | 82 | 6% | $10M |
#3 | $10.7M | 82 | 5% | $66M |
#4 | $35M | 82 | -2% | N/A |
#5 | $18.7M | 82 | 44% | N/A |