About Whitney & Company
Whitney & Company is a Financial Services company. Whitney Company is engaged in investment management and wealth planning. It operates on a Professional Services model. Whitney & Company has completed 2 acquisitions, including California Tan and Twitchell Corporation. Whitney & Company offers products and services including Investment Management, Wealth Planning, and 401(K) Consulting. Its focus areas include Financials, Investment Management and Wealth Management.
Company details
Whitney Company is focused on providing personalized financial services, including investment management, wealth planning, and 401(K) consulting. The firm operates as a Registered Investment Advisor, prioritizing client needs without ties to specific investment brands. Services are tailored to individual aspirations across sectors like retirement planning and tax considerations, ensuring clients financial concerns are addressed with expertise from a team of certified professionals.
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website whitneyandcompany.com
- Social LinkedIn
- Legal Name Whitney & Company
- Investments & AcquisitionsCalifornia Tan
& 1 more
Products & Services of Whitney & Company
Whitney & Company offers a comprehensive portfolio of products and services, including Investment Management, Wealth Planning, and 401(K) Consulting.
Personalized portfolios are created for individual client needs.
Customized financial goals are developed for each client.
Employee benefits are optimized for business owner clients.
Investments & Acquisitions by Whitney & Company
Whitney & Company has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include California Tan and Twitchell Corporation.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Brand of tanning products and equipment | californiatan.com | United States | 1987 | Jul 2000 | •••• | |
Commercial roofing, waterproofing, and exterior building solutions are provided. | twitchellcorp.com | Dothan, United States | 1922 | Jun 1998 | •••• |
Complete acquisition details for Whitney Company
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Timeline of Whitney & Company
2 dated milestones of Whitney & Company across 2 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Twitchell Corporation.
- Acquisition Acquires California Tan.
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Frequently Asked Questions about Whitney & Company
Whitney Company is focused on providing personalized financial services, including investment management, wealth planning, and 401(K) consulting. The firm operates as a Registered Investment Advisor, prioritizing client needs without ties to specific investment brands. Services are tailored to individual aspirations across sectors like retirement planning and tax considerations, ensuring clients financial concerns are addressed with expertise from a team of certified professionals.
Whitney & Company offers Investment Management, Wealth Planning, and 401(K) Consulting.
Whitney & Company has made 2 acquisitions, including California Tan, and Twitchell Corporation.
Whitney & Company operates through Whitney & Company.