Tolleson Wealth Management Revenue and Competitors

Dallas, TX USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Tolleson Wealth Management's estimated annual revenue is currently $57.8M per year.(i)
  • Tolleson Wealth Management's estimated revenue per employee is $231,000

Employee Data

  • Tolleson Wealth Management has 250 Employees.(i)
  • Tolleson Wealth Management grew their employee count by -3% last year.

Tolleson Wealth Management's People

NameTitleEmail/Phone
1
Chief Investment OfficerReveal Email/Phone
2
Executive Assistant to Chief Investment OfficerReveal Email/Phone
3
CEOReveal Email/Phone
4
VP, CRA Community Development OfficerReveal Email/Phone
5
VP Treasury and Digital SolutionsReveal Email/Phone
6
Trust OfficerReveal Email/Phone
7
Trust Administrative OfficerReveal Email/Phone
8
Trust Administrative OfficerReveal Email/Phone
9
VP, Regulatory Compliance ManagerReveal Email/Phone
10
Trust Administrative OfficerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$34.9M151-4%N/AN/A
#2
$86.6M33010%N/AN/A
#3
$4.1M28-22%N/AN/A
#4
$7.9M47-2%N/AN/A
#5
$7.1M422%N/AN/A
#6
$6.9M4111%N/AN/A
#7
$6.7M408%N/AN/A
#8
$0.1M5-84%N/AN/A
#9
$5.4M3210%N/AN/A
#10
$19.1M9115%N/AN/A
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What Is Tolleson Wealth Management?

Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide as diverse as investment management, trustee services, philanthropy and private banking help to simplify our clients financial lives and reflect their family values. We've created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.

keywords:N/A

N/A

Total Funding

250

Number of Employees

$57.8M

Revenue (est)

-3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Tolleson Wealth Management News

2022-04-17 - Local wealth manager Andrew Kerai plans to acquire spate of ...

Tolleson Wealth Management CEO Carter Tolleson said his firm isn't looking to sell, but that groups across the world are looking to buy...

2022-04-17 - Dollars and Cents: Having “The Talk” with your Children

Susan Wells Jenevein of multi-family office Tolleson Wealth Management explains why the conversation doesn't have to be tough.

2022-04-13 - The Sage Society's Dinner Will Serve Up “Strong” Food For ...

As Tolleson Wealth Management CEO Carter Tolleson explained, “With our country's elderly population growing every day, it is important to...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$57.8M250N/AN/A
#2
$27.6M2511%N/A
#3
$91.1M2515%N/A
#4
$67.1M251-2%N/A
#5
$62.9M25216%N/A