About Geller & Company
Geller & Company is a Financial Services company based in New York (United States) founded in 1984 by Martin Geller, and was acquired by Corient Capital Partners in January 2025. Wealth management services are provided to clients by the firm. The company has 315 employees. Geller & Company offers products and services including Outsourced CFO Services, Financial Modeling, Strategic Planning, and Process Improvement. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
Geller Company was founded in 1984 by Martin Geller in New York, United States. Operations are focused on the financial services sector, where wealth management is delivered to high-net-worth individuals and institutions. Services include investment advisory, portfolio management, and financial planning. The firm is headquartered in New York, with activities centered in the United States market.
- Headquarters New York, United States
- Employees 315
- Founders Martin Geller
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website gellerco.com
- Social LinkedIn Facebook
- Acquired by Corient Capital Partners (Jan 2025)
- Investors
- Employee Count315
- Acquired byCorient Capital Partners
(Jan 2025)
Products & Services of Geller & Company
Geller & Company offers a comprehensive portfolio of products and services, including Outsourced CFO Services, Financial Modeling, Strategic Planning, and Process Improvement.
Provides outsourced CFO and operations management for business efficiency.
Offers financial modeling to address complex challenges and support decisions.
Delivers strategic planning and shareholder support for organizational growth.
Assists with process improvement to enhance business operations and outcomes.
Investors in Geller & Company
Geller & Company has secured backing from 1 investor. Prominent investors backing the company include Corient Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides wealth management services | 2006 | corient.com | Newport Beach, United States |
Investor details for Geller Company
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People of Geller & Company
1 people are tracked at Geller & Company (1 in leadership); the tracked headcount is 315.
| Name | Role | Group |
|---|---|---|
Martin Geller | Founder | Leadership |
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Timeline of Geller & Company
2 dated milestones of Geller & Company across 41 years, from founding to its latest funding, stage changes and deals.
- Founded Geller & Company is founded.
- Exit Acquired by Corient Capital Partners.
Competitors of Geller & Company
Geller & Company has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of Geller Company
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Web traffic of Geller & Company
The website of Geller & Company (gellerco.com) receives about 3.2K visits a month.
- Monthly visits3.2K
▲ 16.9% vs previous month
Websites whose visitors overlap most with Geller & Company. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| rosefinancial.com | 100% | #1,543,698 | View details | ||
| conseroglobal.com | 100% | 28.2K | #866,401 | View details | |
halversoncpa.com | halversoncpa.com | 99% | #4,974,317 | – |
Top companies in Asset Management
3 companies that operate in the same segment as Geller & Company (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 Geller & Company
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Frequently Asked Questions about Geller & Company
Geller & Company was founded in 1984.
Geller & Company is headquartered in New York, United States. It is registered at New York, New York, United States.
Geller & Company has 315 employees.
Geller Company was founded in 1984 by Martin Geller in New York, United States. Operations are focused on the financial services sector, where wealth management is delivered to high-net-worth individuals and institutions. Services include investment advisory, portfolio management, and financial planning. The firm is headquartered in New York, with activities centered in the United States market.
Geller & Company's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Geller & Company offers Outsourced CFO Services, Financial Modeling, Strategic Planning, and Process Improvement.
Geller & Company has 1 investor. Key investors include Corient Capital Partners.
Yes. Geller & Company was acquired by Corient Capital Partners in January 2025.