Diamond Wealth Revenue
Financial Services • 
Northbrook, Illinois, United States • 51-100 Employees
Diamond Wealth revenue & valuation
| Annual revenue | $5,389,965 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $17,300,000 |
| Total funding | No funding |
Key Contacts at Diamond Wealth
Ron Diamond
Ceo
Jaysukh Tank
Managing Director
Company overview
| Headquarters | 450 North Skokie Boulevard, Suite 508, Northbrook, IL 60062, US |
| Phone number | +18476861069 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Venture Capital, Private Equity, Family Office, Estate Planning |
| Founded | 2007 |
| Employees | 51-100 |
| Socials |
Diamond Wealth Email Formats
Diamond Wealth uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 48.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 48.2% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 24.1% |
{first name}@company.com | john@company.com | 12.4% |
{last name}.{first name}@company.com | doe.john@company.com | 8.9% |
{first name}{last name}@company.com | johndoe@company.com | 6.4% |
About Diamond Wealth
Diamond Wealth Strategies is a boutique advisory firm comprised of elite wealth and estate planning professionals with a national presence. Our sole focus is in meeting the goals and objectives of high and ultra high net worth individuals and families in addressing the many tax, asset protection and wealth preservation challenges they face. Our expertise is in the areas of estate planning, retirement planning, executive compensation, business succession and philanthropy. Diamond Wealth Strategies does not replace a client's legal, tax, or financial advisors. Instead, we work closely with a client's existing advisor network to best develop and implement innovative wealth, gift, and tax planning strategies. We have assembled a team and surrounded ourselves with some of the top experts in the country which has made us a destination for advisors throughout the United States in the high net worth and ultra high net worth community. Our partner, Synergy, was recognized for its insurance innovations when it received the 2013 award for Best High Net Worth Insurance Firm in the United States by Private Asset Management, a publication of Institutional Investor. Further, our team's subject matter expertise is seen in publications such as Trust & Estates, Institutional Investor, Wealth Strategies Journal as well as the American Bar Association. In addition to the intellectual capital we have assembled, our staff is comprised of highly trained and experienced professionals dedicated to providing a concierge level of service to all of our professional advisors and their staff. We are headquartered in Northbrook, IL with offices in New York, Phoenix, and San Diego.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Diamond Wealth has 7 employees across 6 departments.
Departments
Number of employees
Funding Data
Diamond Wealth has never raised funding before.
Diamond Wealth Tech Stack
Discover the technologies and tools that power Diamond Wealth's digital infrastructure, from frameworks to analytics platforms.
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Performance
United Arab Emirates
Indonesia
United Kingdom
Frequently asked questions
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