Jordan Park

San Francisco, United States Founded: 2017 • Age: 9 yrs
Provides comprehensive wealth management services, including portfolio advisory and financial planning.

About Jordan Park

Jordan Park is a company based in San Francisco (United States) founded in 2017. It operates as a B2B. Jordan Park operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.

  • Headquarter San Francisco, United States
  • Sectors
    Financial Services
  • Website jordanpark.com
Operational Areas

People of Jordan Park

31 people are tracked at Jordan Park (28 in leadership, 3 in team).

NameRoleGroup
Douglas Flanzer
Chief Technology OfficerLeadership
Jared Markson
Vice President, Family OfficeLeadership
Matthew J. Edmonds
Partner And PresidentLeadership
Jim Fuson
Vice President Investment ManagementLeadership
Frank Ghali
Founder And CEOLeadership
George Lusch
PartnerLeadership
Kimberly Vivas
COO Client ExperienceLeadership
Heather Brownlie
Chief Operating OfficerLeadership
Andrew Sacher
Vice President, Investment StrategyLeadership
Alex Etzkowitz
Vice President, Investment ManagementLeadership
Ramsey Walker
Senior Vice President, Client AdvisoryLeadership
Alex Revelle
Vice President, Private AssetsLeadership
Tim Halladay
Head Of Operations At Jordan ParkLeadership
Christian Aviza
Svp, Head Of OperationsLeadership
Emily Schwartz
Vice PresidentLeadership
Liz Weingartner
Vice President, Impact AdvisoryLeadership
Lauren Booker Allen
Partner & Head Of ImpactLeadership
Davie Baccei
Partner, CCOLeadership
Brian Hartman
Senior Vice President, Client AdvisoryLeadership
Jeff Anderson
Vice PresidentLeadership

11 more people are available in the full profile.

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Competitors of Jordan Park

Jordan Park 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
focusfinancialpartners.com2004New York, United States$332.68M–
Business consulting services are provided to banks and lending institutions.
aleragroup.com1995Deerfield, United States$250M–
HR, insurance, and liability services are provided by Alera Group.
wintrust.com1991Rosemont, United States–10,463
Bank offering diversified financial services
creativeplanning.com1983Overland Park, United States$15.66M97
Provider of wealth management services
choiceindia.com1992Mumbai, India–520
A full-service stockbroker offering diverse investment options in India.
raymondjames.com1962St. Petersburg, United States–18,000
M&A advisory, capital markets, and wealth management services are offered.
myfw.com2004Denver, United States$51.36M256
Wealth management firm
hightoweradvisors.com2008Chicago, United States$129.4M–
Provider of wealth management services
berkadia.com2009New York, United States$1B1,266
Wealth management services are provided to clients by Berkadia.
zionsbank.com1873Salt Lake, United States––
Zions Bank provides private banking and wealth management services for high-net-worth individuals and families.
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Detailed competitors of Jordan Park

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Web traffic of Jordan Park

The website of Jordan Park (jordanpark.com) receives about 680.7K visits a month.

  • Monthly visits
    680.7K

    ▼ 6.7% vs previous month

Similar websites

Websites whose visitors overlap most with Jordan Park. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
falconebiz.com
100%
959.8K#63,970View details
tofler.in
97%
556K#105,509View details
zaubacorp.com
96%
4.9M#12,689View details
tracxn.com
92%
2.9M#16,597View details
indiafilings.com
90%
2.1M#29,959View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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  • Audience overlap
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Latest news on Jordan Park

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Similar companies to Jordan Park

10 companies that operate in the same segment as Jordan Park (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
Online platform for stock trading, mutual funds, and investment tools.
1994Mumbai, Maharashtra, India–––
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Frequently Asked Questions about Jordan Park

Jordan Park was founded in 2017.

Jordan Park is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Jordan Park, founded in 2017 in San Francisco, United States, focuses on finance, managing wealth portfolios, providing financial advice, and portfolio planning. Provides comprehensive wealth management services, including portfolio advisory and financial planning. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.

Jordan Park's top competitors include Focus Financial Partners, Alera Group and Raymond James.

The website of Jordan Park receives about 681 thousand visits a month.

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