The Gottlieb Organization
Financial Services • 
Cleveland, Ohio, United States • 11-20 Employees
Company overview
| Headquarters | Cleveland, Ohio, United States |
| Phone number | +14407930215 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Wealth Management, Consulting Services, Captive Insurance Companies, Esop, Corporate Strategies, Specialty Finance, Wealth Strategy, Philanthropic Solutions, Corporate Owned Life Insurance, Life Insurance As An Asset Class, Asset Retention |
| Founded | 1955 |
| Employees | 11-20 |
| Socials |
Key Contacts at The Gottlieb Organization
Anne Giddings
Managing Director, Tgo Finance
Kathy M.
Director Business Development
The Gottlieb Organization Email Formats
The Gottlieb Organization uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@gottlieb-org.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@gottlieb-org.com | 50% |
{first name}{last name} | johndoe@gottlieb-org.com | 50% |
About The Gottlieb Organization
The Gottlieb Organization (TGO) helps clients create tax-advantaged wealth accumulation and distribution through financial engineering. We were formed with the goal of harnessing the extraordinary planning and strategies that have been implemented for nearly six decades by various companies within the Gottlieb complex of companies. We provide a planning perspective that first captures and articulates our clients’ objective(s) and then reaches into our deep technical and experiential knowledge through an iterative process that explores common and obvious solutions but more often than not rests with unique and creative approaches to client challenges. Our culture encourages intellectual curiosity. Unlike financial firms that promote packaged financial solutions or consultants who wait for clients to identify problems and then seek solutions, we invest deeply in R&D. And, armed with suppositions founded on such work, we invest in determining the efficacy of such suppositions and developing solutions in advance of the potential problems occurring.
The Gottlieb Organization revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Gottlieb Organization has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
The Gottlieb Organization has never raised funding before.
The Gottlieb Organization Tech Stack
Discover the technologies and tools that power The Gottlieb Organization's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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CanadaFrequently asked questions
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