Wealth Management Specialization BBR Partners specializes in offering highly customized investment strategies and bespoke advice to wealthy families, presenting a sales opportunity to target affluent clients seeking tailored financial services.
Recognized Industry Rankings BBR Partners has been consistently recognized in prestigious rankings like Barron's and Financial Advisor's top RIA firms, indicating a strong reputation and credibility that can be leveraged to attract new high-net-worth clients.
Expansion into Impact Investing By launching Multidimensional Impact, BBR Partners demonstrates a commitment to expanding solutions for client families, presenting a sales opportunity to engage with socially conscious investors looking for impactful wealth management options.
Strategic Investments in Emerging Companies BBR Partners has made significant investments in companies like Archer Aviation and Mural Oncology, showcasing the firm's proactive approach to identifying promising opportunities, which can be highlighted to potential clients seeking innovative investment options.
Innovative Tech Stack Utilizing advanced technologies like Site Kit, Power BI, and Varonis, BBR Partners showcases a commitment to cutting-edge solutions, offering a competitive edge in the industry and attracting tech-savvy clients looking for modern wealth management platforms.
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$50M$100M
227$50M$100M
202$50M$100M
1.1K$1B
454$50M$100M
1.3K$100M$1B
242$10M
1.1K$100M$1BBBR Partners uses 8 technology products and services including Site Kit, Power BI, Varonis, and more. Explore BBR Partners's tech stack below.
| BBR Partners Email Formats | Percentage |
| FLast@bbrpartners.com | 89% |
| Last@bbrpartners.com | 10% |
| FMiddleLast@bbrpartners.com | 1% |
Financial ServicesNew York, United States201-500 Employees
BBR Partners is a boutique wealth management firm. Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. View Important Disclosure Information: https://www.bbrpartners.com/view-important-disclosure-information/
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Funding & FinancialsBBR Partners's revenue is in the range of $10M$50M
Funding & FinancialsBBR Partners's revenue is in the range of $10M$50M
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