Ritholtz Wealth Management - Crunchbase Company Profile & Funding

Overview

Ritholtz Wealth Management

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+3 more milestones

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About Ritholtz Wealth Management

CB Rank

196146

Financial Planning Asset Allocation

Founded

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Private

New York, New York, United States

11-50

www.ritholtzwealth.com/

Financial Services

Key People

Tadas Viskanta: Director of Investor Education
Past Role: Abnormal Returns, Founder
Barry Ritholtz: Co-Founder and Chief Investment Officer

Details

Legal Name

Ritholtz Wealth Management LLC

Operating Status

Active

Number of Exits

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Company Type

For Profit

Founders

Barry Ritholtz, Joshua Brown

Investor Type

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Phone Number

212-625-1200

Contact Email

info@ritholtzwealth.com

Predictions & Insights

Growth Insight

See this Growth Insight

Ritholtz Wealth Management is

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to be growing

Top Contributing Factors

Recently Raised Funding

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Complete Wealth Management Solutions

Comprehensive financial planning and wealth management tailored to individual client goals and circumstances.

Tax Planning

Strategies to align investment portfolios and financial plans with tax considerations to reduce tax liabilities.

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Financials

Investments

Investment Breakdown

Number of Investments

Number of Exits

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See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
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obfuscated obfuscation	Dispatch	—	Seed Round - Dispatch	obfuscated obfuscation

Investment Breakdown

Number of Investments

Number of Exits

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See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Dispatch	—	Seed Round - Dispatch	obfuscated obfuscation
obfuscated obfuscation	Dispatch	—	Seed Round - Dispatch	obfuscated obfuscation
obfuscated obfuscation	Dispatch	—	Seed Round - Dispatch	obfuscated obfuscation
obfuscated obfuscation	Dispatch	—	Seed Round - Dispatch	obfuscated obfuscation
obfuscated obfuscation	Dispatch	—	Seed Round - Dispatch	obfuscated obfuscation