Shade Tree Advisors
Financial Services • 
Saratoga Springs, New York, United States • 21-50 Employees
Company overview
| Headquarters | 268 Broadway, 101B, Saratoga Springs, New York 12866, US |
| Phone number | +15182909460 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2017 |
| Employees | 21-50 |
| Socials |
Key Contacts at Shade Tree Advisors
Bridget Horan
Director
Mary Carbone
Tax Director
Shade Tree Advisors Email Formats
Shade Tree Advisors uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@shadetreeadvisors.com), used 41% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@shadetreeadvisors.com | 41% |
{first name}{last name} | johndoe@shadetreeadvisors.com | 38.5% |
{first initial} | j@shadetreeadvisors.com | 15.4% |
{first initial}{first initial} | jj@shadetreeadvisors.com | 2.6% |
{first name} | john@shadetreeadvisors.com | 2.6% |
About Shade Tree Advisors
Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.
Shade Tree Advisors revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $327,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Shade Tree Advisors has 36 employees across 4 departments.
Departments
Number of employees
Funding Data
Shade Tree Advisors has never raised funding before.
Shade Tree Advisors Tech Stack
Discover the technologies and tools that power Shade Tree Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
Form builders
JavaScript libraries
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Programming languages
Blogs
Page builders
Analytics
WordPress plugins
United Kingdom
Czechia
Frequently asked questions
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