Americana Partners Revenue
Financial Services • 
Houston, Texas, United States • 51-100 Employees
Americana Partners revenue & valuation
| Annual revenue | $12,500,000 |
| Revenue per employee | $202,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $40,000,000 |
| Total funding | No funding |
Key Contacts at Americana Partners
Matthew Celenza
Managing Director, Partner
Javier I. Altimari
Founder And Managing Partner | Americana Partners International Api
Robert Wellington
Managing Director / Founding Partner
Taylor Beckett
Partner, Director Of Strategic Growth
Thomas Jay Kowalchuk
Executive Director Private Wealth Services
David Warhoftig
Director Of Trading
Robert Muse
Managing Director / Partner
Josh Caltrider
Managing Director / Founding Partner
Bobby Jones
Managing Director
George Biggs
Executive Director Of Sales And Business Development For Americana Partners
Company overview
| Headquarters | 811 Louisiana St, 2420, Houston, Texas 77002, US |
| Phone number | +17134295552 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Wealth Management, Financial Planning, Investment Advisory Services |
| Founded | 2019 |
| Employees | 51-100 |
| Socials |
Americana Partners Email Formats
Americana Partners uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@americanapartners.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@americanapartners.com | 66.7% |
{first name}{last name} | johndoe@americanapartners.com | 27.8% |
{first name}.{last name} | john.doe@americanapartners.com | 3.7% |
{last name}{second initial} | doeo@americanapartners.com | 1.9% |
About Americana Partners
Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging. Offering financial planning and investment management services, we proactively connect our clients to each other and to people in our personal and professional network. This strategic connectivity creates distinct investment opportunities, including private placements and club deals, where our clients can co-invest with peer-group families, who share similar goals for their lifestyle and legacy aspirations. Americana Partners is a member of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, including research, institutional grade technology and analytical tools. The custodian for our clients’ assets is Schwab Advisor Services, whose objective role, along with those of several other key resource partners, gives our team the ability to serve as a true fiduciary. With offices in Dallas, Austin and Houston, Americana Partners is run by a team of experienced portfolio managers and investment advisors, with over 100 years of experience in wealth management.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Americana Partners has 35 employees across 8 departments.
Departments
Number of employees
Funding Data
Americana Partners has never raised funding before.
Americana Partners Tech Stack
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Frequently asked questions
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