Schechter Revenue
Financial Services • 
Bloomfield Hills, Michigan, United States • 51-100 Employees
Schechter revenue & valuation
| Annual revenue | $26,900,000 |
| Revenue per employee | $420,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $86,000,000 |
| Total funding | No funding |
Key Contacts at Schechter
Aaron Hodari
Managing Director
Gregg A. Michael
Managing Director, Institutional Partnerships
Kate Schultz
Director Of Talent
Jason Zimmerman
Senior Managing Director
Kevin Giganti
Director Of Insurance Operations
Kevin Beauchamp
Senior Director Strategic Partnerships
Ilana Liss
Managing Director
Company overview
| Headquarters | 111 E. Merrill Street, Suite 400, Birmingham, Michigan 48009, US |
| Phone number | +12487319500 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Premium Finance, Business Succession Planning, Charitable Planning, Private Capital, Retirement Planning, Wealth Transfer, Executive Benefits, Investment Advisory Services, Estate Planning, Advanced Life Insurance Design, Private Placement Life Insurance, Life Insurance Portfolio Design |
| Founded | 1939 |
| Employees | 51-100 |
| Socials |
Schechter Email Formats
Schechter uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@schechterwealth.com), used 57.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@schechterwealth.com | 57.7% |
{first name}{last name} | johndoe@schechterwealth.com | 32.7% |
{last name}{last name} | doedoe@schechterwealth.com | 5.8% |
{last name} | doe@schechterwealth.com | 3.8% |
About Schechter
Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving. As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals. We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Schechter has 36 employees across 6 departments.
Departments
Number of employees
Funding Data
Schechter has never raised funding before.
Schechter Tech Stack
Discover the technologies and tools that power Schechter's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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