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Altman Advisors

Altman Advisors Revenue

Financial ServicesFlag of USChicago, Illinois, United States11-20 Employees

$

Altman Advisors revenue & valuation

Annual revenue$1,197,770
Revenue per employee$86,000
Estimated valuation?$3,900,000
Total fundingNo funding

Key Contacts at Altman Advisors

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Ethan Goff

Managing Partner, Director Of Operations

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Amy Weigand

Director Of Asset Management Group

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Philip Gordon

Advisor And Director Of Communication

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Sheldon Altman

Founder And Chairman

Company overview

Headquarters233 S Wacker Dr, Suite 9750, Chicago, IL 60606, US
Phone number+13127597801
Website
NAICS52
SIC628
Keywords
Insurance Planning, Charitable Planning, Education Planning, Asset Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, Real Estate Investment, Liability Planning
Founded2016
Employees11-20
Socials

Altman Advisors Email Formats

Altman Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@altmanadvisors.com), used 64.3% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@altmanadvisors.com
64.3%
{first name}.{last name}
john.doe@altmanadvisors.com
35.7%

About Altman Advisors

For over 50 years, the founders of Altman Advisors and their team have helped to protect and grow the wealth of select clientele, building long-lasting relationships of trust across generations. Established in 2016, we are a Multi-Family Office (MFO) providing a comprehensive suite of family office and asset management services. Our services include investment management, estate and tax optimization, legacy development, risk mitigation, family governance and education, philanthropic advisory, and real estate and liability planning, all designed to secure and enhance your financial future. Distinguished by our rapid response and resolution commitment, we pride ourselves on delivering a multi-generational Financial Independence Plan within six months of client engagement, along with a series of monthly appointments for a proactive approach. Are you confident your financial legacy will stand the test of time? At Altman Advisors, we do more than manage assets – we nurture lasting partnerships and build enduring financial legacies for generations to come. Altman Advisors is a Registered Investment Adviser. This content is solely for informational purposes. No advice may be rendered by Altman Advisors unless a client service agreement is in place.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Partner
Entry
Director

Employees by Department

Altman Advisors has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Altman Advisors has never raised funding before.

Altman Advisors Tech Stack

Discover the technologies and tools that power Altman Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Frequently asked questions

Altman Advisors is located in Chicago, Illinois, US.
You can reach Altman Advisors at +13127597801.
Altman Advisors generates an estimated annual revenue of $1,197,770. This revenue figure reflects the company's market position and business performance in its industry.
Altman Advisors has an estimated valuation of $3,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Altman Advisors was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Altman Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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