Insights

Client Growth High assets under management and long-standing advisory focus indicate opportunities to cross-sell comprehensive wealth planning, fiduciary services, and family office solutions to existing high-net-worth clients.

Tech Enablement Active use of modern platforms (OpenAI, Marketo, NetSuite, Microsoft Dynamics, Azure) suggests potential for upselling data analytics, automation, CRM optimization, and digital client onboarding services.

Talent Expansion Recent portfolio manager hire signals growth in discretionary management capabilities; target additional senior investment talent with differentiated strategies and performance analytics for new client mandates.

Alternative Investments Portfolio activity across real estate, ETFs, and healthcare/tech equities indicates appetite for diversified portfolios; offer curated alternative strategies and broader asset-class access to deepen client relationships.

Strategic Partnerships Independent ownership with SEC-registered advisory and FINRA broker-dealer positions opens avenues for alliance offerings, outsourced chief investment officer services, and co-managed solutions with custodial and compliance considerations.

Similar companies to First Manhattan

First Manhattan Tech Stack

First Manhattan uses 8 technology products and services including Calendly, NetSuite, Microsoft Dynamics, and more. Explore First Manhattan's tech stack below.

Media & News

First Manhattan's Email Address Formats

First Manhattan uses at least 4 email formats:
First Manhattan Email FormatsExamplePercentage
FLast@firstmanhattan.comJDoe@firstmanhattan.com
89%
LFirst@firstmanhattan.comDJohn@firstmanhattan.com
9%
Last@firstmanhattan.comDoe@firstmanhattan.com
1%
Fir.Last@firstmanhattan.comJoh.Doe@firstmanhattan.com
1%

Frequently Asked Questions

What is First Manhattan's phone number?

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You can contact First Manhattan's main corporate office by phone at . 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 First Manhattan's official website and social media links?

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First Manhattan's official website is firstmanhattan.com and has social profiles on LinkedIn.

How much revenue does First Manhattan generate?

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As of August 2026, First Manhattan's annual revenue is estimated to be $500M - $1B.

What is First Manhattan's SIC code and NAICS code?

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First Manhattan's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does First Manhattan have currently?

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As of August 2026, First Manhattan has approximately 198 employees across 1 continents, including North America. Key team members include Chief Operating Officer Gottesman Group: N. S., President: J. R. and Executive Chairman, Senior Managing Director, Portfolio Manager: B. G. Explore First Manhattan's employee directory with LeadIQ.

What industry does First Manhattan belong to?

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First Manhattan operates in the Investment Management industry.

What technology does First Manhattan use?

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First Manhattan's tech stack includes Calendly, NetSuite, Microsoft Dynamics, OpenAI, Marketo, DocuSign, Microsoft Azure and Vimeo.

What is First Manhattan's email format?

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First Manhattan's email format typically follows the pattern of FLast@firstmanhattan.com. Find more First Manhattan email formats with LeadIQ.

When was First Manhattan founded?

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First Manhattan was founded in 1964.
First Manhattan logo

First Manhattan

Investment ManagementNew York, United States51-200 Employees

First Manhattan Co. is an independent investment advisory firm based in New York City that serves individuals, families, fiduciaries, partnerships, and charitable trusts and foundations. With six decades of experience, it provides investment guidance, customized wealth planning, and personalized client service. The company operates through subsidiaries including an SEC-registered investment adviser and a FINRA-registered broker-dealer. 

As a player in the investment management industry, First Manhattan focuses on long-term wealth building and tailored advisory for its clients. Its client base comprises individuals and institutions seeking thoughtful planning and prudent asset management. In January 2026, the firm announced the appointment of Adam Yale as Portfolio Manager.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1964
Employees
51-200

Section iconFunding & Financials

  • $500M - $1B

    First Manhattan's revenue is estimated to be in the range of $500M - $1B

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