Whitney & Company

Financial Services • Penfield, New York, United States • 21-50 Employees

Company overview

Headquarters	959 Panorama Trail S, 190, Rochester, New York 14625, US
Phone number	+15852326200
Websites	whitneyandcompany.com whitneycompany.net
NAICS	52
Keywords	Financial Planning, Estate Planning, Investment Management, Insurance Review, Social Security Maximization
Founded	1975
Employees	21-50
Socials

Key Contact at Whitney & Company

Adam Magee

Partner- Director Of Wealth Planning

Whitney & Company Email Formats

Whitney & Company uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@whitneycompany.net), used 85.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@whitneycompany.net	85.7%
{last name}{last name}	doedoe@whitneycompany.net	14.3%

About Whitney & Company

Whitney & Company is a Rochester based Independent Registered Investment Advisor (RIA) built on long-term relationships. Our strictly fee- based model frees us from the pressure of product sales, so the only thing driving our advice is our pure commitment to the client. Everything we do springs from a genuine caring for our clients.

Whitney & Company revenue & valuation

Annual revenue	$1,967,765
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,300,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Partner

Vice President

C-Suite

Employees by Department

Whitney & Company has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Whitney & Company has never raised funding before.

Whitney & Company Tech Stack

Discover the technologies and tools that power Whitney & Company's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

reCAPTCHA

Security

jQuery

JavaScript libraries

MySQL

Databases

GoDaddy

Hosting

PHP

Programming languages

Open Graph

Miscellaneous

Vimeo

Video players

WordPress

Blogs

Swiper

JavaScript libraries

jQuery Migrate

JavaScript libraries

Google Maps

Maps

Frequently asked questions

Whitney & Company is located in Penfield, New York, US.

You can reach Whitney & Company at +15852326200.

Whitney & Company was founded in 1975, making it 51 years old. The company has established itself as a significant player in its industry over this time.

Whitney & Company has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Whitney & Company

Adam Magee

Partner- Director Of Wealth Planning

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