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Whitney & Company Logo
Whitney & Company Growth Score
79
CB Rank
1151593
Heat Score
50
Whitney & Company operates to provide investment management services.
Founded
obfuscation
Private Rochester, New York, United States1-10 www.whitneyandcompany.com
Consulting
Financial Services
Wealth Management
Overview

Whitney & Company
Growth Score
79
Heat Score
50

Growth Score79
-5 pts
in past quarter
Heat Score 50
-6 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 >
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About Whitney & Company

CB Rank
1151593
Whitney & Company operates to provide investment management services.
Founded
obfuscation
Private Rochester, New York, United States1-10 www.whitneyandcompany.com
Consulting
Financial Services
Wealth Management

Key People

Details

Legal Name Whitney & Company
Operating Status Active
Company Type For Profit
About the Company
Whitney & Company is an investment advisory firm that is built on long-term client relationships. They also cover retirement planning, social security maximization, medicare options, estate planning, insurance evaluation, and other financial situations.
Phone Number +1 585 232 6200
Contact Email info@whitneycompany.net
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Management of personalized portfolios of stocks and bonds tailored to client objectives and risk tolerance.
Wealth Planning
Comprehensive financial planning services tailored to individual client goals and circumstances.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 11

Employee Profiles

News

News and Press

News•Apr 1, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Interest Signals

TopicSurge Score
Amazon (AMZN) Logo
Amazon (AMZN)
81
Research and Development / Test Logo
Research and Development / Test
68

Active Website Tech Count

13Whitney & Company is actively using 13 technologies for its website, according to BuiltWith. These include LetsEncrypt, Euro, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Whitney & Company's headquarters? Whitney & Company is located in Rochester, New York, United States.Who are Whitney & Company's competitors? Alternatives and possible competitors to Whitney & Company may include Cerity Partners, Cresset, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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