What departments does Momentum Advisors have?

Momentum Advisors has employees across 1 departments including Operations.

What is the largest department at Momentum Advisors?

The largest department at Momentum Advisors is Operations with 1 employees.

Where are Momentum Advisors employees located globally?

Momentum Advisors has employees across 2 continents and 2 countries including India, United States Of America.

How has Momentum Advisors's team size changed over time?

Momentum Advisors's team has remained stable from approximately 11 to 11 employees based on available data.

Momentum Advisors Employee Directory

Financial ServicesNew York, United States11-50 Employees

Momentum Advisors is an SEC-registered investment adviser operating as an independent, fee-only firm. The company emphasizes fiduciary duty, seeking to align its recommendations with clients' interests and minimize conflicts associated with commission-based brokerages. Its approach centers on dynamic, comprehensive financial planning that combines strategy, accountability, and a clear path toward clients' goals. Based in New York City, Momentum Advisors operates as a small, client-focused practice providing planning and guidance within the financial services space.

A distinctive practice is sourcing and developing private investment opportunities for clients, including passive exposures to third-party private equity funds and potential control positions in clients' own businesses. The firm also concentrates on acquiring and developing franchise units, collaborating with clients to own and grow franchises across multiple industries. In April 2025, Momentum Advisors announced the launch of the Momentum Advisors Scholarship for Finance Students.

Momentum Advisors Global Highlights

North America
18

United States Of America
18

Asia
1

India
1

Momentum Advisors's Leadership

C. H.
Chief Operating Officer
Mobile Phone
Email
A. G.
Managing Director
Mobile Phone
Email
A. G.
Managing Director
Mobile Phone
Email
J. B.
Managing Partner
Mobile Phone
Email
W. P.
Managing Partner
Mobile Phone
Email

Momentum Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Other

Contact profiles from Momentum Advisors

Name

Title

Contact

Location

Last Update

A. G.
Managing Director
Mobile Phone
Email
Jun 03, 2026
A. G.
Managing Director
Mobile Phone
Email
Jun 03, 2026
C. H.
Chief Operating Officer
Mobile Phone
Email
Oct 17, 2024
J. B.
Managing Partner
Mobile Phone
Email
Oct 22, 2024
W. P.
Managing Partner
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Momentum Advisors known for?

Momentum Advisors was founded in 2012 and operates in the Financial Services industry. You can contact Momentum Advisors's main corporate office by phone at

+1-917-830-****

. Explore Momentum Advisors's company overview page for more information.

What is Momentum Advisors's most common email format?

Momentum Advisors employees' email format typically follows the pattern of First@momentum-advisors.com. Trying to find reliable and up-to-date employee contact data? Find more Momentum Advisors email formats with LeadIQ.

How many employees does Momentum Advisors have currently?

Momentum Advisors has approximately 12 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are Momentum Advisors's key employees and leadership?

As of September 2026, Momentum Advisors's key employees include:

Chief Operating Officer: C. H.
Managing Director: A. G.
Managing Director: A. G.
Managing Partner: J. B.
Managing Partner: W. P.

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

Momentum Advisors Employee Directory

Find Momentum Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead