Settanni Financial
Financial Services • 
84 Business Park Dr, Suite 302, United States • 1-10 Employees
Company overview
| Headquarters | 84 Business Park Dr, Suite 302, Armonk, New York 10504, US |
| Phone number | +19146171517 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Municipal Bonds, Etfs, Wealth Management, Investment, Annuities, Retirement Planning, Investment Analysis, 1031 Exchanges, Long Term Care, Financial Planning, Estate Planning, Retirement Services, Dimensional Fund Advisors, Tax Loss Harvesting, Structured Notes, DST, Delaware Statutory Trusts, Exchange Traded Funds, Value Stocks, Direct Equity Index Strategies |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Settanni Financial
Vito Collacuro
Chief Technology Officer
Settanni Financial Email Formats
Settanni Financial uses 1 email format. The most common is {first name} (e.g., john@settannifinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@settannifinancial.com | 100% |
About Settanni Financial
Are you looking for a Private Wealth Manager in Westchester County? Settanni Financial is a Private Wealth Management firm in Armonk, NY. Our areas of expertise are asset management, estate planning, and retirement planning. We work with estate attorneys, tax accountants, and asset management teams in Westchester County to deliver a high quality experience to our clients. We focus on three areas of investing that we can control; taxes, fees and risk. *We have combined over 30 years experience managing taxes, investments, estates, and trusts in Westchester County. Advisory services are offered through Sutton Place Investors LLC dba Settanni . Advisory services are only offered to clients or prospective clients where Settanni Financial and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. Sutton Place Investors LLC dba Settanni Financial is a registered investment advisor. Settanni Financial provides investment advisory and related services for clients nationally. Settanni Financial will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SettanniFinancial.com.
Settanni Financial revenue & valuation
| Annual revenue | $3,573,365 |
| Revenue per employee | $715,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Settanni Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Settanni Financial has never raised funding before.
Settanni Financial Tech Stack
Discover the technologies and tools that power Settanni Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Live chat
CDN
JavaScript libraries
Marketing automation
Security
Appointment scheduling
JavaScript frameworks
Analytics
Analytics
UI frameworks
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