About Empirical Wealth Management
Empirical Wealth Management is a Financial Services company based in Seattle (United States) founded in 2006. It delivers wealth management services, including portfolio advisory and financial planning. It operates on a B2B model. Its website empirical.net draws about 681 thousand monthly visits. Its focus areas include Finance, Wealth Management, Portfolio Advisory and Financial Planning. Similar companies include State Street, The Tifin Group and Ascensus; 1 of its 3 listed similar companies has raised funding.
Company details
Empirical Wealth Management delivers wealth management services, including portfolio advisory and financial planning through finance, managing wealth portfolios, portfolio advisory, and providing financial planning. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Seattle, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website empirical.net
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Apps and channels of Empirical Wealth Management
Empirical Wealth Management publishes 2 mobile apps with over 10 downloads.
People of Empirical Wealth Management
14 people are tracked at Empirical Wealth Management (6 in leadership, 8 in team).
| Name | Role | Group |
|---|---|---|
Shan Zubair Cfp® | Regional Director | Leadership |
Erik Lehr Cfa, Caia | Chief Investment Officer | Principal | Leadership |
Joe Mercado | COO | Leadership |
Justin Buller Iaccp® | Chief Compliance Officer | Leadership |
Kenneth Smith | Chief Executive Officer | Leadership |
Jaime White | Chief of Staff | Leadership |
Robert Higueria | Operations Specialist | Team |
Hannah Kim | Operations Specialist | Team |
Brian Reed | Regional Manager And Senior Lead Advisor | Team |
Ming Chou | Operations Manager | Team |
Qun Li | Tax Manager | Team |
Kevin Byrd | Associate Financial Advisor | Team |
Jared Drechsler | Senior Tax Manager | Team |
Kathryn Hunter | Senior Tax Manager | Team |
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Similar companies to Empirical Wealth Management
Empirical Wealth Management has 3 listed similar companies in our database, 1 of them funded. They include State Street, The Tifin Group and Ascensus.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| statestreet.com | 1792 | Boston, United States | 46,000 | Financial services are provided to asset managers worldwide. | ||
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. |
Detailed similar companies of Empirical Wealth Management
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Web traffic of Empirical Wealth Management
The website of Empirical Wealth Management (empirical.net) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Empirical Wealth Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Empirical Wealth Management
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Top companies in Asset Management
3 companies that operate in the same segment as Empirical Wealth Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Empirical Wealth Management
Complete news archive for Empirical Wealth Management
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Frequently Asked Questions about Empirical Wealth Management
Empirical Wealth Management was founded in 2006.
Empirical Wealth Management is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
Empirical Wealth Management delivers wealth management services, including portfolio advisory and financial planning through finance, managing wealth portfolios, portfolio advisory, and providing financial planning. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Empirical Wealth Management's top competitors include State Street, The Tifin Group and Ascensus.
Yes. Empirical Wealth Management publishes Empirical Wealth Management and 1 more app, with over 10 downloads.
The website of Empirical Wealth Management receives about 681 thousand visits a month.