About Ingalls and Snyder
Ingalls and Snyder is a Financial Services company based in New York (United States) founded in 1924. It provides customized investment advisory, portfolio management, and wealth planning services to clients. It operates on a B2B and Wealth Management Services model. Ingalls and Snyder offers products and services including Custom Portfolio Management and Wealth Advisory and Planning. Its focus areas include FinTech, Investment Tech, Wealth Management and Portfolio Management. Its legal entity is Ingalls & Snyder, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Ingalls Snyder is a registered investment advisor based in New York City, offering tailored portfolio management, wealth advisory, and family office services. They focus on personalized financial strategies, risk assessment, and active investment management for private clients and institutional investors. With a legacy since 1924, they prioritize long-term relationships and comprehensive planning to help achieve financial goals.
- Headquarters New York, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ingalls.net
- Social LinkedIn
- Legal Name Ingalls & Snyder, Llc
Products & Services of Ingalls and Snyder
Ingalls and Snyder offers a comprehensive portfolio of products and services, including Custom Portfolio Management and Wealth Advisory and Planning.
Tailored investment portfolios for clients' financial needs
Comprehensive services for wealth management and family office solutions
People of Ingalls and Snyder
16 people are tracked at Ingalls and Snyder (8 in leadership, 8 in team).
| Name | Role | Group |
|---|---|---|
John Hughes | Senior Vice President | Leadership |
Stephen Dianora | Vice President | Leadership |
Robert Case | Chief Executive Officer | Leadership |
James Thatcher | Managing Director | Leadership |
Rochelle F. Wagenheim | Senior Vice President | Leadership |
Michael Nelson | Vice President | Leadership |
Marshall Kaplan | Senior Vice President | Leadership |
Adam Grisanti | Chief Financial Officer | Leadership |
Kenneth Ewell Lee | Portfolio Manager | Team |
Adam Janovic | Portfolio Manager | Team |
H. Denis Toner | Senior Portfolio Manager | Team |
Tim Ghriskey | Senior Portfolio Strategist | Team |
Andrew Merhige | Controller | Team |
Dominic Cholewa | Manager Of Broker-dealer Operations And Settlements | Team |
Sam Colleran | Portfolio Manager | Team |
Joe Murphy | SVP Business Development | Team |
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Competitors of Ingalls and Snyder
Ingalls and Snyder has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Ingalls and Snyder
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Ingalls and Snyder (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Ingalls and Snyder
Ingalls and Snyder was founded in 1924.
Ingalls and Snyder is headquartered in New York, United States. It is registered at New York, New York, United States.
Ingalls Snyder is a registered investment advisor based in New York City, offering tailored portfolio management, wealth advisory, and family office services. They focus on personalized financial strategies, risk assessment, and active investment management for private clients and institutional investors. With a legacy since 1924, they prioritize long-term relationships and comprehensive planning to help achieve financial goals.
Ingalls and Snyder's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Ingalls and Snyder offers Custom Portfolio Management and Wealth Advisory and Planning.
Ingalls and Snyder operates through Ingalls & Snyder, Llc.