About Estabrook
Estabrook is a Financial Services company based in Ponte Vedra Beach (United States) founded in 1970, and was acquired by BNY Mellon in August 1999. Wealth management services are provided to clients by Estabrook firm. Its chief executive, as recorded, is Lewis Lee. Estabrook offers products and services including Financial Planning, Investment Management, Risk Planning, Tax Services, and Estate Planning. Its focus areas include Asset Management and Wealth Management. Its legal entity is Estabrook Capital. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Estabrook was founded in 1970 and is based in Ponte Vedra Beach, United States. Operations focus on the wealth management sector, where investment advisory and financial planning services are offered to high-net-worth individuals and institutions. The firm is led by CEO and President Lewis Lee, with activities centered on asset management and portfolio strategies within the U.S. financial landscape.
- Headquarters Ponte Vedra Beach, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website estabrookcap.com
- Social LinkedIn
- Acquired by BNY Mellon (Aug 1999)
- Legal Name Estabrook Capital
- Investors
- Acquired byBNY Mellon
(Aug 1999)
Products & Services of Estabrook
Estabrook offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Risk Planning, Tax Services, and Estate Planning.
Service to create comprehensive plans for clients' financial goals.
Manages portfolios for consistent returns and risk reduction.
Identifies and mitigates risks to protect clients' wealth.
Manages tax implications through strategic financial planning.
Handles wealth transfer and tax-efficient structures for heirs.
Investors in Estabrook
Estabrook has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include BNY.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
BNY is recognized as a global financial services provider. | 1784 | bnymellon.com | New York, United States |
Investor details for Estabrook
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People of Estabrook
1 people are tracked at Estabrook (1 in leadership).
| Name | Role | Group |
|---|---|---|
Lewis Lee | CEO & President | Leadership |
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Timeline of Estabrook
2 dated milestones of Estabrook across 29 years, from founding to its latest funding, stage changes and deals.
- Founded Estabrook is founded.
- Exit Acquired by BNY Mellon.
Competitors of Estabrook
Estabrook has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Estabrook
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Top companies in Asset Management
3 companies that operate in the same segment as Estabrook (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 Estabrook
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Frequently Asked Questions about Estabrook
Estabrook was founded in 1970.
Estabrook is headquartered in Ponte Vedra Beach, United States. It is registered at Ponte Vedra Beach, Florida, United States.
Lewis Lee is the CEO of Estabrook, as recorded in our data.
Estabrook was founded in 1970 and is based in Ponte Vedra Beach, United States. Operations focus on the wealth management sector, where investment advisory and financial planning services are offered to high-net-worth individuals and institutions. The firm is led by CEO and President Lewis Lee, with activities centered on asset management and portfolio strategies within the U.S. financial landscape.
Estabrook's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Estabrook offers Financial Planning, Investment Management, Risk Planning, Tax Services, and Estate Planning.
Estabrook has 1 investor. Key investors include BNY.
Estabrook operates through Estabrook Capital.
Yes. Estabrook was acquired by BNY Mellon in August 1999.