About Cadaret Grant
Cadaret Grant is a Professional & Legal Services company based in Syracuse (United States) founded in 1985, and was acquired by Atria Wealth Solutions in April 2018. Stock brokerage services are provided to clients nationwide. It operates in the Professional & Legal Services and Financial Services sectors. The company has 92 employees. Its focus areas include Brokers and Dealers, Business Services and Legal Services.
Company details
Cadaret Grant was established in 1985 in Syracuse, United States, within the financial services sector. Stock brokerage services are offered to individual and institutional clients. Operations focus on facilitating trades, investment advice, and related financial transactions. The company maintains its headquarters in Syracuse and extends services across the United States. Online access is available through cadaretgrant.com.
- Headquarters Syracuse, United States
- Employees 92
- Stage Acquired
- SectorsProfessional & Legal ServicesFinancial Services
- Email••••••••
- Phone•••• ••••
- Website cadaretgrant.com
- Social LinkedIn Facebook
- Acquired by Atria Wealth Solutions (Apr 2018)
- Investors
- Employee Count92
- Acquired byAtria Wealth Solutions
(Apr 2018)
Investors in Cadaret Grant
Cadaret Grant has secured backing from 1 investor. Prominent investors backing the company include Atria Wealth Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2017 | atriawealth.com | New York, United States |
Investor details for Cadaret Grant
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Cadaret Grant
7 people are tracked at Cadaret Grant (4 in leadership, 3 in team); the tracked headcount is 92.
| Name | Role | Group |
|---|---|---|
Arthur F. Grant | President and CEO | Leadership |
Wade Wiers | Vice President, Controller | Leadership |
Sherrie Destevens | Vice President Human Resources | Leadership |
Matthew O'Connor | Vice President, Accounting Manager | Leadership |
Emily Clark | Manager Of Cashiering At Cadaret, Grant & Co., Inc. | Team |
Tinamarie Kehoe | Benefits Coordinator | Team |
Manny Basile | Account Transfer Specialist | Team |
Complete people profiles for Cadaret Grant
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Cadaret Grant
2 dated milestones of Cadaret Grant across 33 years, from founding to its latest funding, stage changes and deals.
- Founded Cadaret Grant is founded.
- Exit Acquired by Atria Wealth Solutions.
Web traffic of Cadaret Grant
Websites that share an audience with Cadaret Grant (cadaretgrant.com).
Websites whose visitors overlap most with Cadaret Grant. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| northwesternmutual.com | 100% | 1.9M | #24,766 | View details | |
just2trade.com | just2trade.com | 67% | – | ||
| loringward.com | 64% | View details | |||
swst.com | swst.com | 64% | – | ||
| weedenco.com | 64% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Cadaret Grant
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Legal Services
3 companies that operate in the same segment as Cadaret Grant (Legal Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of CLM, litigation, and risk & compliance services | 1999 | New York, New York, United States | USD 50 M | |||
Provider of legal advisory services | 1863 | San Francisco, California, United States | 1,836 | |||
Court reporting and litigation services are provided by Veritext. | 1997 | Cherry Hill, New Jersey, United States | 947 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Cadaret Grant
Cadaret Grant was founded in 1985.
Cadaret Grant is headquartered in Syracuse, United States. It is registered at Syracuse, New York, United States.
Cadaret Grant has 92 employees.
Cadaret Grant was established in 1985 in Syracuse, United States, within the financial services sector. Stock brokerage services are offered to individual and institutional clients. Operations focus on facilitating trades, investment advice, and related financial transactions. The company maintains its headquarters in Syracuse and extends services across the United States. Online access is available through cadaretgrant.com.
Cadaret Grant has 1 investor. Key investors include Atria Wealth Solutions.
Yes. Cadaret Grant was acquired by Atria Wealth Solutions in April 2018.