Weissman Advisory

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	w-advisor.com
NAICS	52
Employees	1-10

Key Contact at Weissman Advisory

Liran Weissman

Founder & CEO

Weissman Advisory Email Formats

Weissman Advisory uses 1 email format. The most common is {first initial} (e.g., j@w-advisor.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@w-advisor.com	100%

About Weissman Advisory

Weissman Advisory is an OCIO (Outsourced Chief Investment officer) for Family Offices & external advisor for private funds and investment firms. Specializing in private markets and alternative investments. Deep due diligence, portfolio monitoring and accessing new deal flow. The activity is objective and fully transparent, within a model of ongoing fixed fee from the client only, without any hidden agenda. Liran Weissman is a professional with over a decade of experience in wealth management, in various management positions and as a partner in several companies. Co-Founded a boutique investment firm for alternative investments and served as the Chief Investment Officer (CIO) in one of the leading Multi-Family office groups in Israel. Selected for Forbes 30Under30 2021 list. Investor and advisor of several Fintech Start-up companies. Member of an advisory committee in private market funds. Co-founded the first two student clubs in the field of Wealth Management at Reichman University and at the College of Management. Owns a portfolio management license from Israel Securities Authority (Internship at Altshuler Shaham) and Board of director training certificate.

Weissman Advisory revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding