Insights

Tech Stack Diversity Choreo utilizes a diverse tech stack including Azure DevOps, Microsoft Dynamics, and PHP. This presents an opportunity for tech solution providers or integration services to offer complementary tools or services.

Recent Leadership Additions With the recent additions of Randy Beeman as Managing Director and Shelley Grant Smith as Chief Human Resources Officer, Choreo is likely undergoing strategic shifts. This presents an opportunity for consultative services or solutions tailored to leadership development.

Legal Actions & Expansions Legal actions against competitors and office expansions like the new office in Des Moines, Iowa indicate growth and a proactive approach. This signals a potential need for legal services and support for further expansions.

Industry Recognition Being recognized as a top RIA firm by FA magazine, Barron's, and Forbes positions Choreo as a reputable player in the industry. This recognition can be leveraged by service providers looking to associate with high-performing firms.

Innovative Tax Tools Launching automatic tax assessment tools like the Choreo Tax Advantage demonstrates a commitment to innovation. This showcases a readiness to adopt cutting-edge financial technologies, presenting an opportunity for synergistic partnerships.

Similar companies to Choreo

Choreo Tech Stack

Choreo uses 8 technology products and services including Azure DevOps, Microsoft Intune, Microsoft Dynamics, and more. Explore Choreo's tech stack below.

Azure DevOps
Devops
Microsoft Intune
Enterprise Mobility Management
Microsoft Dynamics
Enterprise Resource Planning
jQuery
Javascript Libraries
PHP
Programming Languages
Microsoft Teams
Team Collaboration
X-Content-Type-Options
Web & Portal Technology
ShareThis
Widgets

Media & News

Choreo's Email Address Formats

Choreo uses at least 1 format(s):

Choreo Email Formats	Example	Percentage
First.Last@choreoadvisors.com	John.Doe@choreoadvisors.com	49%
First.Middle@choreoadvisors.com	John.Michael@choreoadvisors.com	1%
Fir.Last@choreoadvisors.com	Joh.Doe@choreoadvisors.com	1%
First.Last@choreoadvisors.com	John.Doe@choreoadvisors.com	49%

Frequently Asked Questions

Where is Choreo's headquarters located?

Choreo's main headquarters is located at Chicago, IL US. The company has employees across 3 continents, including North AmericaEuropeAfrica.

What is Choreo's stock symbol?

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

What is Choreo's official website and social media links?

Choreo's official website is choreoadvisors.com and has social profiles on LinkedIn.

How much revenue does Choreo generate?

As of June 2025, Choreo's annual revenue reached $35M.

What is Choreo's NAICS code?

Choreo's NAICS code is 52 - Finance and Insurance.

How many employees does Choreo have currently?

As of June 2025, Choreo has approximately 247 employees across 3 continents, including North AmericaEuropeAfrica. Key team members include Chief Marketing And Communications Officer: M. F.Chief Financial Officer: M. M.Chief Information Officer: G. B.. Explore Choreo's employee directory with LeadIQ.

What industry does Choreo belong to?

Choreo operates in the Financial Services industry.

What technology does Choreo use?

Choreo's tech stack includes Azure DevOpsMicrosoft IntuneMicrosoft DynamicsjQueryPHPMicrosoft TeamsX-Content-Type-OptionsShareThis.

What is Choreo's email format?

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

Choreo

Financial ServicesIllinois, United States201-500 Employees

We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.