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 $59.4M per year.(i)
  • Tolleson Wealth Management's estimated revenue per employee is $285,418

Employee Data

  • Tolleson Wealth Management has 208 Employees.(i)
  • Tolleson Wealth Management grew their employee count by -3% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$36.3M126-4%N/AN/A
#2
$86.6M33010%N/AN/A
#3
$4.1M28-22%N/AN/A
#4
$8.1M39-2%N/AN/A
#5
$6.9M353%N/AN/A
#6
$5.7M3410%N/AN/A
#7
$6.2M336%N/AN/A
#8
$0.1M5-84%N/AN/A
#9
$3.7M2713%N/AN/A
#10
$19.1M9115%N/AN/A
Add Company

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

208

Number of Employees

$59.4M

Revenue (est)

-3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Tolleson Wealth Management's People

NameTitleEmail/Phone
1
Chief Technology Officer & Chief Operating OfficerReveal Email/Phone
2
Director, Philanthropy and Family EngagementReveal Email/Phone
3
Report and Database DeveloperReveal Email/Phone
4
Managing DirectorReveal Email/Phone
5
VP, Private BankerReveal Email/Phone
6
Chief Financial OfficerReveal Email/Phone
7
EVPReveal Email/Phone
8
Deputy Chief Operating OfficerReveal Email/Phone
9
Director, InvestmentsReveal Email/Phone
10
Director, Client Advisory TeamReveal Email/Phone

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
$33.2M2087%N/A
#2
$29.5M2087%$83.4M
#3
$48M20838%N/A
#4
$50.7M209-2%N/A
#5
$52.4M21016%N/A