About New Vernon Wealth Management
New Vernon Wealth Management is a Financial Services company based in Highland Park (United States) founded in 1972 by Nathan Shapiro. It provides personalized wealth management and investment strategies for individuals and institutions. It operates on a B2B and B2C model. New Vernon Wealth Management offers products and services including Wealth Management Services, Large-Cap Income Strategy, and Value Appreciation Strategy. Its focus areas include Finance, Investment Services, Wealth Management and High Net Worth Advisory. Its legal entity is New Vernon Wealth Management, LLC. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
New Vernon Wealth Management is a fee-only SEC registered investment advisor founded in 1972, focusing on personalized advice to preserve and grow wealth for high net worth individuals and families. Based in Highland Park, Illinois, United States, it offers strategies like large-cap income and value appreciation. The firm builds long-term relationships through conflict-free services, serving both individuals and institutions with tailored financial solutions.
- Headquarters Highland Park, United States
- Founders Nathan Shapiro
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website newvernonwealth.com
- Legal Name New Vernon Wealth Management, Llc
Products & Services of New Vernon Wealth Management
New Vernon Wealth Management offers a comprehensive portfolio of products and services, including Wealth Management Services, Large-Cap Income Strategy, and Value Appreciation Strategy.
Personalized advice to preserve and grow client wealth
Focuses on income from large-cap investments
Aims for long-term value growth in investments
People of New Vernon Wealth Management
1 people are tracked at New Vernon Wealth Management (1 in leadership).
| Name | Role | Group |
|---|---|---|
Nathan Shapiro | Founder | Leadership |
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Similar companies to New Vernon Wealth Management
New Vernon Wealth Management has 3 listed similar companies 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 similar companies of New Vernon Wealth Management
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Top companies in Investment Banks
3 companies that operate in the same segment as New Vernon Wealth Management (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Related news about New Vernon Wealth Management
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Frequently Asked Questions about New Vernon Wealth Management
New Vernon Wealth Management was founded in 1972.
New Vernon Wealth Management is headquartered in Highland Park, United States. It is registered at Highland Park, Illinois, United States.
New Vernon Wealth Management is a fee-only SEC registered investment advisor founded in 1972, focusing on personalized advice to preserve and grow wealth for high net worth individuals and families. Based in Highland Park, Illinois, United States, it offers strategies like large-cap income and value appreciation. The firm builds long-term relationships through conflict-free services, serving both individuals and institutions with tailored financial solutions.
New Vernon Wealth Management's top competitors include Focus Financial Partners, Raymond James and Wintrust.
New Vernon Wealth Management offers Wealth Management Services, Large-Cap Income Strategy, and Value Appreciation Strategy.
New Vernon Wealth Management operates through New Vernon Wealth Management, Llc.