Wetherby Asset Management Revenue and Competitors

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Wetherby Asset Management's estimated annual revenue is currently $6.4M per year.(i)
  • Wetherby Asset Management's estimated revenue per employee is $181,600

Employee Data

  • Wetherby Asset Management has 35 Employees.(i)
  • Wetherby Asset Management grew their employee count by -62% last year.

Wetherby Asset Management's People

NameTitleEmail/Phone
1
Chief Impact Officer and ShareholderReveal Email/Phone
2
Wealth Manager and ShareholderReveal Email/Phone
3
Senior Core Operations ManagerReveal Email/Phone
4
Wealth ManagerReveal Email/Phone
5
Wealth Manager and ShareholderReveal Email/Phone
6
Wealth ManagerReveal Email/Phone
7
Client Service ManagerReveal Email/Phone
8
Wealth Manager & ShareholderReveal Email/Phone
9
Shareholder & Wealth ManagerReveal Email/Phone
10
Wealth ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$3.8M240%N/AN/A
#2
$4.3M27-4%N/AN/A
#3
$1.9M14-22%N/AN/A
#4
$13.7M678%N/AN/A
#5
$27M11928%N/AN/A
#6
$12.1M5934%N/AN/A
#7
$21.1M933%N/AN/A
#8
$23.4M103-8%N/AN/A
#9
$4.3M270%N/AN/A
#10
$7.6M45N/AN/AN/A
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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

2022-04-19 - Diamondback Energy (NASDAQ:FANG) Price Target Raised ...

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...

2022-04-13 - TransDigm Group Incorporated (NYSE:TDG) Sees Significant ...

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...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.1M35-12%N/A
#2
$9M35-5%N/A
#3
$6.5M3521%$21M
#4
$7.5M350%N/A
#5
$8.7M3546%$52M