• FOUNDING YEAR: 2013
    LOCATION:
    United States
    REGION:
    NY
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Investment advisory firm-Wealth Management, Corporate Retirement Plans, Institutional Asset Management & Liftoff web services.
REVENUE MODEL:
Viewable by subscribers only
EXISTING PARTNERSHIPS:
Upside

PEOPLE

FOUNDERS:
Barry Ritholtz, Josh Brown

TRACTION

TRANSACTIONS VALUE:
$175 MM

MOMENTUM

Insufficient information for accurate analysis

LATEST RESEARCH