Wetherby Asset Management Revenue and Competitors
Estimated Revenue & Valuation
- Wetherby Asset Management's estimated annual revenue is currently $6.4M per year.
- Wetherby Asset Management's estimated revenue per employee is $181,600
Employee Data
- Wetherby Asset Management has 35 Employees.
- Wetherby Asset Management grew their employee count by -62% last year.
Wetherby Asset Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Impact Officer and Shareholder | Reveal Email/Phone |
2 | Wealth Manager and Shareholder | Reveal Email/Phone |
3 | Senior Core Operations Manager | Reveal Email/Phone |
4 | Wealth Manager | Reveal Email/Phone |
5 | Wealth Manager and Shareholder | Reveal Email/Phone |
6 | Wealth Manager | Reveal Email/Phone |
7 | Client Service Manager | Reveal Email/Phone |
8 | Wealth Manager & Shareholder | Reveal Email/Phone |
9 | Shareholder & Wealth Manager | Reveal Email/Phone |
10 | Wealth Manager | Reveal Email/Phone |
Wetherby Asset Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $3.8M | 24 | 0% | N/A | N/A |
#2 | $4.3M | 27 | -4% | N/A | N/A |
#3 | $1.9M | 14 | -22% | N/A | N/A |
#4 | $13.7M | 67 | 8% | N/A | N/A |
#5 | $27M | 119 | 28% | N/A | N/A |
#6 | $12.1M | 59 | 34% | N/A | N/A |
#7 | $21.1M | 93 | 3% | N/A | N/A |
#8 | $23.4M | 103 | -8% | N/A | N/A |
#9 | $4.3M | 27 | 0% | N/A | N/A |
#10 | $7.6M | 45 | N/A | N/A | N/A |
What Is Wetherby Asset Management?
Wetherby Asset Management provides sophisticated investment advice and comprehensive wealth planning for high net worth families, individuals and institutions. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client's unique needs and priorities. Wetherby is an independent SEC Registered Investment Advisor that manages over $4.5 billion in assets as of December 31, 2017. We are headquartered in San Francisco with an additional office in New York. Please see https://wetherby.com/disclosures/ for important disclosures.
keywords:Consumer Services,Finance
N/A
Total Funding
35
Number of Employees
$6.4M
Revenue (est)
-62%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Wetherby Asset Management News
Wetherby Asset Management Inc. now owns 5,774 shares of the oil and natural gas company's stock worth $622,000 after buying an additional 77...
Wetherby Asset Management Inc. now owns 3,866 shares of the aerospace company's stock valued at $2,460,000 after acquiring an additional 16...
Other Companies in San Francisco
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $4.1M | 35 | -12% | N/A |
#2 | $9M | 35 | -5% | N/A |
#3 | $6.5M | 35 | 21% | $21M |
#4 | $7.5M | 35 | 0% | N/A |
#5 | $8.7M | 35 | 46% | $52M |