About Tolleson Wealth
Tolleson Wealth is a Financial Services company based in United States founded in 2002. It offers comprehensive financial services including investment and estate planning for families. It operates on a B2B model. The company has 189 employees. Tolleson Wealth offers products and services including Investment Management, Estate Planning, Tax Planning, and Private Banking. Its focus areas include Finance, Banking, Private Banking and Wealth Advisory. Its legal entity is TOLLESON WEALTH MANAGEMENT, INC.
Company details
Tolleson Wealth Management is a privately-owned firm that simplifies financial affairs for wealthy individuals and families through integrated services like investment management, estate planning, tax strategies, and private banking. Based in Dallas, Texas, it leverages in-house experts to handle complex needs, including philanthropy and family engagement, supporting clients in navigating economic challenges and achieving long-term goals.
- Headquarters United States
- Employees 189
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website tollesonwealth.com
- Social LinkedIn Instagram
- Legal Name Tolleson Wealth Management, Inc.
- Employee Count189
Products & Services of Tolleson Wealth
Tolleson Wealth offers a comprehensive portfolio of products and services, including Investment Management, Estate Planning, Tax Planning, and Private Banking.
Personalized portfolio building to meet family investment goals.
Creates and monitors plans for family long-term wishes.
Formulates strategies for individual and trust tax needs.
Supports personal and business banking for clients.
People of Tolleson Wealth
42 people are tracked at Tolleson Wealth (22 in leadership, 20 in team); the tracked headcount is 189.
| Name | Role | Group |
|---|---|---|
Aleta Stampley | Managing Director, Philanthropy | Leadership |
Carter Tolleson | Chief Executive Officer | Leadership |
Kolby Sneathern | Director, Investments | Leadership |
Marianna Fife | Director | Leadership |
Courtney Joyner | Director, Philanthropy And Family Engagement | Leadership |
Elizabeth Lean | Tax Strategist - Director, Client Advisory | Leadership |
Jennifer Kuncl | Director, Business Operations | Leadership |
Christopher Stout | Senior Director, Client Bookkeeping Services | Leadership |
Andrea Hulcy | Chief Financial Officer | Leadership |
Mark Foxworth | Senior Vice President, Credit Manager | Leadership |
Greg Hall | Managing Director | Leadership |
Janel Buehler | Senior Vice President, Trust Regulatory Compliance Director | Leadership |
Jeffrey Dunn Cfp® | Managing Director | Leadership |
Hugh Seligman | Director | Leadership |
Brandon Turner | Director | Leadership |
Peter Baldwin | Director, Investments | Leadership |
Katherine Moreno | Director, Wealth Operations | Leadership |
Tracey L. Reyes | Senior Vice President And Managing Director, Private Trust | Leadership |
My Nguyen | Sr. Director, Client Operations | Leadership |
Joyce Worthington | Senior Vice President | Leadership |
22 more people are available in the full profile.
Complete people profiles for Tolleson Wealth
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Web traffic of Tolleson Wealth
Websites that share an audience with Tolleson Wealth (tollesonwealth.com).
Websites whose visitors overlap most with Tolleson Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| reyl.com | 100% | 16.7K | #1,356,082 | View details | |
| myprivatebanking.com | 51% | – | – | View details |
Top companies in Investment Banks
10 companies that operate in the same segment as Tolleson Wealth (Investment Banks), 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 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
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 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 39.09 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Related news about Tolleson Wealth
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Frequently Asked Questions about Tolleson Wealth
Tolleson Wealth was founded in 2002.
Tolleson Wealth is headquartered in United States.
Tolleson Wealth has 189 employees.
Tolleson Wealth Management is a privately-owned firm that simplifies financial affairs for wealthy individuals and families through integrated services like investment management, estate planning, tax strategies, and private banking. Based in Dallas, Texas, it leverages in-house experts to handle complex needs, including philanthropy and family engagement, supporting clients in navigating economic challenges and achieving long-term goals.
Tolleson Wealth offers Investment Management, Estate Planning, Tax Planning, and Private Banking.
Tolleson Wealth operates through Tolleson Wealth Management, Inc..