Almanack Investment Partners
Investment Management • 
Tredyffrin, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 656 E Swedesford Road, Suite 301, Wayne, PA 19087, US |
| Phone number | +190874845802277 |
| Website | |
| NAICS | 5231 |
| Keywords | Equities, Risk Management, Financial Advisor, Private Wealth Management, Family Office, Wealth Management, Asset Allocation, Risk Analysis, Capital Markets, Financial Planning, Alternative Investments, Estate Planning, Investment Research, Tax Efficient Investing, Multi Family Office, Exchange Traded Funds, Fixed Interest, High Net Worth Investing, Chief Investment Officer Services, Downside Protection, Multi-Generational Wealth, Chief Investment Office, Investable Asset Management |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contacts at Almanack Investment Partners
Kevin Harper
Founder, Chief Investment Officer
Athanasios Tsirukis
Director Of Research
Almanack Investment Partners Email Formats
Almanack Investment Partners uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@almanackip.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@almanackip.com | 100% |
About Almanack Investment Partners
Almanack is a professional wealth management and advisory firm serving individuals, financial advisors, family offices, and other institutional investors. Our wealth management framework is designed to combine the best practices of many of the world’s most successful investors and bring these ideas to a broader audience. We’ve built this knowledge over decades working with leading endowments, foundations, academics, and other thought leaders. Almanack supports teams of innovative advisors on the ground and behind the scenes, so that they can focus on what matters most. For Investors we provide: - Bespoke portfolio risk and benchmarking analysis - Investment model strategies - Dynamic risk management & portfolio rebalancing - Investment education and market commentary For Advisors we provide: - Proposal and new business support - Portfolio analytics - Compliance oversight - Back-office operations and administration - Cashiering and trading support
Almanack Investment Partners revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Almanack Investment Partners has 6 employees across 5 departments.
Departments
Number of employees
Funding Data
Almanack Investment Partners has never raised funding before.
Almanack Investment Partners Tech Stack
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