Social engagement
Social engagement: 7.7K social following, 9 posts in the last 12 months — above the industry median.
Investor mix
1 investor on record.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 1 | 100% |
Hiring activity
Hires periodically
9 roles tracked across 4 of the last 12 months
10 Jun 2026 · Vice President, Client Relationship Manager · Los Angeles
26 Apr 2026 · Associate, Client Relationship Manager · Salt Lake City
15 Apr 2026 · Associate, Business Development (Wealth Advisor) · Los Angeles
1 Apr 2026 · Senior Associate, Client Relationship Manager · New York
1 Apr 2026 · Senior Client Development, Private Wealth · Boulder
Based on job postings tracked across public sources.
Recent activity
30 Jun 2026
Leadership hire
Chief Financial Officer
18 Jun 2026
Recognition
12 Jun 2026
Event
Advanced tax-smart strategies webinar