LeadIQ logo
Learn more at LeadIQ.com
Blue Square Wealth logo

Blue Square Wealth Employee Directory

Investment ManagementNew York, United States11-50 Employees

Blue Square Wealth is an independent wealth management practice based in New York, focused on protecting and growing client capital through a proprietary and systematic investing approach. The firm aims to help clients navigate market volatility and pursue long-term goals with greater comfort and confidence than traditional methods. Serving a small team, Blue Square positions itself within the investment management industry by offering a disciplined framework to address clients’ financial needs and objectives. The company’s base in New York situates it in a major financial hub, underscoring its emphasis on tailored asset management services for individuals seeking structured investment guidance.

Find Blue Square Wealth employees' phone numbers or email addresses

Blue Square Wealth Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Europe
1

Minus sign iconPlus sign icon
  • Switzerland
    1

Blue Square Wealth's Leadership

  • Chief Compliance Officer at Blue Square Wealth
    A. J.
    Chief Compliance Officer
    Mobile Phone
  • Head Of Business Development And Marketing at Blue Square Wealth
    E. L.
    Head Of Business Development And Marketing
    Mobile Phone
  • Director, Private Client Group at Blue Square Wealth
    F. D.
    Director, Private Client Group
    Mobile Phone

Blue Square Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Other

Contact profiles from Blue Square Wealth

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at Blue Square Wealth
    A. J.
    Chief Compliance Officer
    Mobile Phone
    Oct 17, 2024
  • Head Of Business Development And Marketing at Blue Square Wealth
    E. L.
    Head Of Business Development And Marketing
    Mobile Phone
    Sep 19, 2026
  • Director, Private Client Group at Blue Square Wealth
    F. D.
    Director, Private Client Group
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Blue Square Wealth known for?

Minus sign iconPlus sign iconBlue Square Wealth was founded in 2017 and operates in the Investment Management industry. Explore Blue Square Wealth's company overview page for more information.

What is Blue Square Wealth's most common email format?

Minus sign iconPlus sign iconBlue Square Wealth employees' email format typically follows the pattern of First@bluesquarewealth.com. Trying to find reliable and up-to-date employee contact data? Find more Blue Square Wealth email formats with LeadIQ.

How many employees does Blue Square Wealth have currently?

Minus sign iconPlus sign iconBlue Square Wealth has approximately 11 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Blue Square Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Blue Square Wealth's key employees include:

  • Chief Compliance Officer: A. J.
  • Head Of Business Development And Marketing: E. L.
  • Director, Private Client Group: F. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.