About Ritholtz Wealth Management
Ritholtz Wealth Management is a company based in New York (United States) founded in 2013. It operates as a B2C, and B2B. Ritholtz Wealth Management offers products and services including Wealth Management Solutions, Tax Planning, Insurance Services, Estate Planning, and Corporate Retirement Planning. Ritholtz Wealth Management operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter New York, United States
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Sectors
Business 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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- Legal Name Ritholtz Wealth Management Llc
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Products & Services of Ritholtz Wealth Management
Ritholtz Wealth Management offers a comprehensive portfolio of products and services, including Wealth Management Solutions, Tax Planning, Insurance Services, Estate Planning, and Corporate Retirement Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides tailored strategies for personal wealth growth and management.
Offers strategies to optimize taxes in complex markets.
Delivers risk management solutions for financial security.
Assists with legacy and asset distribution planning.
Supports retirement strategies for businesses and employees.
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Funding Insights of Ritholtz Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Ritholtz Wealth Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Ritholtz Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Ritholtz Wealth Management Comparisons
Competitors of Ritholtz Wealth Management
Ritholtz Wealth Management 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 Raymond James, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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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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Bank offering diversified financial services
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Provider of wealth management services
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M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ritholtz Wealth Management
Frequently Asked Questions about Ritholtz Wealth Management
When was Ritholtz Wealth Management founded?
Ritholtz Wealth Management was founded in 2013.
Where is Ritholtz Wealth Management located?
Ritholtz Wealth Management is headquartered in New York, United States. It is registered at New York, New York, United States.
What does Ritholtz Wealth Management do?
Ritholtz Wealth Management LLC is a financial advisory firm based in New York, providing tailored wealth management, tax planning, insurance, and estate planning services. They focus on simplifying complex financial markets with rational strategies for individual and institutional clients. The firm emphasizes fiduciary advice and transparency, adapting plans to evolving needs while serving diverse locations across the US.
Who are the top competitors of Ritholtz Wealth Management?
Ritholtz Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Ritholtz Wealth Management offer?
Ritholtz Wealth Management offers Wealth Management Solutions, Tax Planning, Insurance Services, Estate Planning, and Corporate Retirement Planning.
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