About Geller & Company
Geller & Company is a company based in New York (United States) founded in 1984 by Martin Geller was acquired by Corient Capital Partners in January 2025. The company has 315 employees as of December 31, 2021. Geller & Company offers products and services including Outsourced CFO Services, Financial Modeling, Strategic Planning, and Process Improvement. Geller & Company operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter New York, United States
- Employees 315 as on 31 Dec, 2021
- Founders Martin Geller
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
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Latest Funding Round
Not available
- Investors
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Employee Count
315
as on Dec 31, 2021
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Acquired by
Corient Capital Partners
(Jan 15, 2025)
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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.
Funding Insights of Geller & Company
Detailed funding history for Geller Company
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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 |
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Provides wealth management services
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Investor details for Geller Company
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Investments & Acquisitions by Geller & Company
Investment portfolio details for Geller Company
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Financial Statements - Geller Company
Detailed financials for Geller Company
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Geller & Company Comparisons
Peer comparison for Geller Company
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Competitors of Geller & Company
Geller & Company operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Geller Company
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Latest news on Geller & Company
Complete news archive for 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.
As of Dec 31, 2021, the latest employee count at Geller & Company is 315.
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, Alera Group and Raymond James.
Geller & Company offers Outsourced CFO Services, Financial Modeling, Strategic Planning, and Process Improvement.
Geller & Company has 1 investor. Key investors include Corient Capital Partners.