Operose Revenue
Investment Management • 
Milwaukee, Wisconsin, United States • 11-20 Employees
Operose revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Key Contacts at Operose
Ryan Miller
Director
Pj Weyer
Director
Chris Evers
Managing Director
Mandy Nowaczynski
Director
Stu Desmond
Director
Kristin Stanek
Director
Company overview
| Headquarters | 731 N Water St, Suite 790, Milwaukee, Wisconsin 53202, US |
| Phone number | +14142093280 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Consulting, Asset Allocation, Fiduciary Services, Best Practices, Financial Planning, Investment Advisory, Retirement Plans, Family Office Services, Performance Reporting, Investment Manager Selection, Investment Policy Development |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
Operose Email Formats
Operose uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Operose
Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve. We employ an institutional approach to individuals, families and organizations with planning, execution and feedback of investment programs. This includes investment policy development, asset class assessment, investment manager search and selection, portfolio construction, robust reporting and accountability. Helping clients address complex investment and financial issues through customized solutions is our main goal. We strive to present options through proper due diligence and thoughtful, straightforward advice.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Operose has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Operose has never raised funding before.
Operose Tech Stack
Discover the technologies and tools that power Operose's digital infrastructure, from frameworks to analytics platforms.
Marketing automation
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United Kingdom
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CanadaFrequently asked questions
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40,000 users
