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Gathering insights about Geneva Advisors

Geneva Advisors Tech Stack

Geneva Advisors uses 8 technology products and services including Google Conversion Tracking, Liferay, DreamWeaver, and more. Explore Geneva Advisors's tech stack below.

  • Google Conversion Tracking
    Advertising Networks
  • Liferay
    Content Management System
  • DreamWeaver
    Editors
  • Google Fonts API
    Font Scripts
  • AlloyUI
    Javascript Frameworks
  • YUI
    Javascript Libraries
  • Pardot
    Marketing
  • Bootstrap
    UI Frameworks

Geneva Advisors's Email Address Formats

Geneva Advisors uses at least 1 format(s):
Geneva Advisors Email FormatsExamplePercentage
First.Last@genevaadvisors.comJohn.Doe@genevaadvisors.com
40%
FL@genevaadvisors.comJD@genevaadvisors.com
10%
First.Last@genevaadvisors.comJohn.Doe@genevaadvisors.com
40%
FL@genevaadvisors.comJD@genevaadvisors.com
10%

Frequently Asked Questions

Where is Geneva Advisors's headquarters located?

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Geneva Advisors's main headquarters is located at US. The company has employees across 1 continents, including North America.

What is Geneva Advisors's phone number?

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You can contact Geneva Advisors'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 Geneva Advisors's official website and social media links?

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Geneva Advisors's official website is genevaadvisors.com and has social profiles on LinkedIn.

What is Geneva Advisors's NAICS code?

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Geneva Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Geneva Advisors have currently?

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As of October 2025, Geneva Advisors has approximately 51 employees across 1 continents, including North America. Key team members include Principal And Director- Institutional Sales: G. S.Relationship Manager: K. B.Portfolio Manager Principal: D. D.. Explore Geneva Advisors's employee directory with LeadIQ.

What industry does Geneva Advisors belong to?

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Geneva Advisors operates in the Financial Services industry.

What technology does Geneva Advisors use?

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Geneva Advisors's tech stack includes Google Conversion TrackingLiferayDreamWeaverGoogle Fonts APIAlloyUIYUIPardotBootstrap.

What is Geneva Advisors's email format?

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Geneva Advisors's email format typically follows the pattern of First.Last@genevaadvisors.com. Find more Geneva Advisors email formats with LeadIQ.

When was Geneva Advisors founded?

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Geneva Advisors was founded in 2003.

Geneva Advisors

Financial ServicesUnited States51-200 Employees

We are excited to announce that two great wealth management firms have combined forces. In September of 2017, Geneva Advisors joined CIBC Atlantic Trust Private Wealth Management. Bringing together our organizations creates an excellent fit due to our commonly held values of a fiduciary culture and team-based approach.

The team you know and trust, will remain the same and will continue to manage investments as part of CIBC Atlantic Trust. Our clients will also have access to additional investment strategies that can complement an existing portfolio and benefit from the expertise of CIBC Atlantic Trust’s Wealth Strategies Group, which allows further integration of tax, trust, estate, philanthropic and legacy planning, along with other integrated wealth management capabilities. 

We invite you to learn more by visiting www.cibcatlantictrust.com.

Section iconCompany Overview

Headquarters
US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Geneva Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Geneva Advisors's revenue is estimated to be in the range of $25M$50M

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