Insights

Wealthy Family Clients BBR Partners specializes in offering highly customized investment strategies and bespoke advice to wealthy families, indicating a strong target market for high-net-worth individuals seeking exclusive financial services.

Expanding Investment Portfolio Recent news showcases BBR Partners' active investment activity, such as new stakes in companies like Archer Aviation and Mplx Lp. This indicates potential opportunities to offer wealth management services to companies seeking to diversify their investment portfolios.

Recognition in Industry Rankings Consistent recognition in prestigious rankings like Barron’s and Financial Advisor’s Top RIA Firms positions BBR Partners as a reputable and high-performing wealth management firm, presenting a compelling talking point to convert potential clients.

Multidimensional Impact Offering The launch of the 'Multidimensional Impact' solution by BBR Partners showcases a commitment to expanding service offerings to meet evolving client needs. This innovative approach presents an opportunity to engage with clients looking for impactful and diverse investment options.

Similar Company Landscape Benchmarking against similar companies like Pathstone, Aspiriant, and Mercer Advisors reveals a competitive landscape of firms managing substantial revenue with comparable employee sizes. This insight can drive targeted sales strategies tailored to compete effectively in the financial services industry.

Similar companies to BBR Partners

BBR Partners Tech Stack

BBR Partners uses 8 technology products and services including Linkedin Insight Tag, Google Analytics, Digital Guardian, and more. Explore BBR Partners's tech stack below.

Linkedin Insight Tag
Analytics
Google Analytics
Analytics
Digital Guardian
Data Security
Google Font API
Font Scripts
K2
Miscellaneous
Greenhouse
Recruitment Marketing
Nutanix
Server Hardware
KingswaySoft
Tag Management

Media & News

BBR Partners's Email Address Formats

BBR Partners uses at least 1 format(s):

BBR Partners Email Formats	Example	Percentage
FLast@bbrpartners.com	JDoe@bbrpartners.com	89%
Last@bbrpartners.com	Doe@bbrpartners.com	10%
FMiddleLast@bbrpartners.com	JMichaelDoe@bbrpartners.com	1%

Frequently Asked Questions

Where is BBR Partners's headquarters located?

BBR Partners's main headquarters is located at 55 E 52nd St 18th Floor New York, NY 10055 US. The company has employees across 6 continents, including North AmericaAsiaAfrica.

What is BBR Partners's phone number?

You can contact BBR Partners's main corporate office by phone at

+1-212-313-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is BBR Partners's stock symbol?

BBR Partners is a publicly traded company; the company's stock symbol is N/A.

What is BBR Partners's official website and social media links?

BBR Partners's official website is bbrpartners.com and has social profiles on LinkedIn.

How much revenue does BBR Partners generate?

As of November 2024, BBR Partners's annual revenue reached $35M.

What is BBR Partners's SIC code NAICS code?

BBR Partners's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does BBR Partners have currently?

As of November 2024, BBR Partners has approximately 225 employees across 6 continents, including North AmericaAsiaAfrica. Key team members include Chief Financial Officer: A. R.Chief Operating Officer: M. S.Chief Financial Officer: R. C.. Explore BBR Partners's employee directory with LeadIQ.

What industry does BBR Partners belong to?

BBR Partners operates in the Financial Services industry.

What technology does BBR Partners use?

BBR Partners's tech stack includes Linkedin Insight TagGoogle AnalyticsDigital GuardianGoogle Font APIK2GreenhouseNutanixKingswaySoft.

What is BBR Partners's email format?

BBR Partners's email format typically follows the pattern of . Find more BBR Partners email formats with LeadIQ.

When was BBR Partners founded?

BBR Partners was founded in 2000.

BBR Partners

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/