WE Family Offices Revenue and Competitors
Estimated Revenue & Valuation
- WE Family Offices's estimated annual revenue is currently $11.7M per year.
- WE Family Offices's estimated revenue per employee is $189,000
Employee Data
- WE Family Offices has 62 Employees.
- WE Family Offices grew their employee count by 3% last year.
WE Family Offices's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Founder & Managing Partner | Reveal Email/Phone |
2 | Head Wealth Planning | Reveal Email/Phone |
3 | Director Reconciliation and Technology | Reveal Email/Phone |
4 | Director Finance | Reveal Email/Phone |
5 | Senior Investment Manager | Reveal Email/Phone |
6 | Senior Investment Manager | Reveal Email/Phone |
7 | Associate Advisor | Reveal Email/Phone |
8 | Associate | Reveal Email/Phone |
9 | Managing Partner | Reveal Email/Phone |
10 | Partner | Reveal Email/Phone |
WE Family Offices Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $5M | 30 | 7% | N/A | N/A |
#2 | $2.1M | 17 | -26% | N/A | N/A |
#3 | $43.2M | 187 | -2% | N/A | N/A |
#4 | $18.9M | 90 | 18% | $100M | N/A |
#5 | $94.2M | 359 | 2% | N/A | N/A |
#6 | $19.7M | 94 | 29% | N/A | N/A |
#7 | $42.7M | 185 | 22% | N/A | N/A |
#8 | $0.2M | 2 | 0% | N/A | N/A |
#9 | $6.7M | 40 | 8% | N/A | N/A |
#10 | $11.9M | 65 | -12% | $75M | N/A |
What Is WE Family Offices?
WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise and the core of our work with clients like you is based on the simple tenet that families who are able to successfully manage their wealth do so as they would a business. They build Wealth Enterprises.
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Total Funding
62
Number of Employees
$11.7M
Revenue (est)
3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
WE Family Offices News
2022-04-13 - Examining the impact of recently introduced tax & regulatory ...
Regulatory agendas as they pertain to family offices (9:34) ... It's H.R. 4620, The Family Office Regulation Act, and basically, what it would do is it...
2022-04-06 - Morgan Stanley aims to serve the richest of the rich as family offices grow
to $5.5 trillion in assets
The Morgan Stanley Family Office unit began bringing firms onto ... They've fallen between the cracks of what had existed before, he said.
Other Companies in Miami
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $15.1M | 62 | 5% | N/A |
#2 | $14.2M | 62 | 13% | N/A |
#3 | $17.7M | 62 | -41% | $16.6M |
#4 | $7.8M | 62 | 44% | N/A |
#5 | $15.1M | 62 | 5% | N/A |