Schechter Wealth
Schechter is a boutique, third-generation wealth advisory and financial services firm.
Business Model:
Revenue: $26.9M
Employees: 51-200
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Detailed Schechter Wealth Information
Geographic Data
Address: 251 Pierce
City: Birmingham
State: MI
Zip: 48009
Country: US
Financial Info
Stage:
Raised Last:
$0
Raised Total:$16M
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Description
Schechter is a boutique, third-generation wealth advisory and financial services firm. For over 75 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: Institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.
Contact Phone:
+12487319500
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
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| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 4/2020 | Debt | $350k |
U.S. Small Business Administration. |
4/2016 | Investment Fund | $15.4M |
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| Announced Date | Name | Price |
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Revenue: 0 - 100000 Employees: Industry: Software |
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Revenue: 0 - 100000 Employees: 51 - 500 Industry: Education |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Blockchain |
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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