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SlateStone Wealth Logo
SlateStone Wealth CB Rank
250071
Heat Score
49
SlateStone Wealth specializes in financial planning, investment management and portfolio management services.
Founded
obfuscation
Private Jupiter, Florida, United States11-50 slatestone.com/
Asset Management
Consulting
Financial Services
Overview

SlateStone Wealth
Heat Score
49

Growth Score
pts
in past quarter
Heat Score 49
-33 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About SlateStone Wealth

CB Rank
250071
SlateStone Wealth specializes in financial planning, investment management and portfolio management services.
Founded
obfuscation
Private Jupiter, Florida, United States11-50 slatestone.com/
Asset Management
Consulting
Financial Services

Key People

Details

Legal Name SlateStone Wealth, LLC
Operating Status Active
Company Type For Profit
Founders  Milagros “Millie” Kleiner, Patrick Tylander, Sharon Daniels
Phone Number +1 561-244-2504
Contact Email info@SlateStone.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Insight

See this Growth Insight
SlateStone Wealth is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Life Guidance & Planning
A tailored wealth plan service that identifies unique client needs and creates a financial roadmap for advisory relationships.
Custom Asset Management
Personalized investment portfolio management designed to balance growth and capital preservation based on client goals and risk tolerance.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 7 Contacts 17

Employee Profiles

News

News and Press

News•Mar 25, 2026
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News•Aug 19, 2025
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News•Aug 18, 2025
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News•Aug 14, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

112
-24.32%
 in past month

IT Spend

$624.5KThis year, SlateStone Wealth is projected to spend $624.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
21Vianet (VNET) Logo
21Vianet (VNET)
92
Business Philanthropy Logo
Business Philanthropy
87
Helium-free MRI (Magnetic Resonance Imaging) Logo
Helium-free MRI (Magnetic Resonance Imaging)
84

Active Website Tech Count

30SlateStone Wealth is actively using 30 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is SlateStone Wealth's headquarters? SlateStone Wealth is located in Jupiter, Florida, United States.Who are SlateStone Wealth's competitors? Alternatives and possible competitors to SlateStone Wealth may include Creative Planning, Cresset, and  Ellevest.
Who We Are
What We Do
Helpful Links
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