`

Evercore Wealth Management, LLC

Financial Services

Specialities :
Wealth management
Portfolio management
Investment management
Independent fiduciary
Philanthropy

+4

Sign Up to View More
revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Evercore Wealth Management, LLC

What does Evercore wealth management, llc do?+

The New Standard in Wealth Management. Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling approximately $13.8 billion as of September 30, 2024. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along...

What are Evercore wealth management, llc's specialties? +

Wealth management ,portfolio management ,investment management ,independent fiduciary ,philanthropy ,transaction planning,estate planning,impact investing ,and women and investing

What is Evercore wealth management, llc's industry? +

Evercore wealth management, llc operates in the Financial services industry.

What is Evercore wealth management, llc's revenue? +

Evercore wealth management, llc's revenue is 11m - 100m

What is Evercore wealth management, llc's company size? +

Evercore wealth management, llc has 51 - 200 employees.

The Go-to Sales Technology According to G2

G2 Badges Map
Get Started With Clodura
Sign Up

Sign Up for Free

Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.

Sign Up For Free
Supercharge Your Prospecting

Supercharge Your Prospecting

Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.

Sign Up For Free
Grow Your Business

Grow Your Business

Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.

Sign Up For Free