Insights

Growth & Investment Richey May & Co. is undergoing significant growth through recent investments from Genstar Capital and Aksia, signaling expanding capacity and service reach. This presents opportunities to offer scalable financial management, advisory, and technology-enabled services to support growth initiatives and integration with new portfolio companies.

Acquisition & Integration Recent acquisition of WKDW and the expansion through VPTax indicate an active M&A integration agenda. There is a potential need for post-merger integration support, tax and advisory services, cybersecurity, and unified technology platforms to streamline operations across multiple entities.

Tech & Analytics With a tech stack spanning Power BI, Tableau, SAP, Zendesk, and other tools, there is appetite for advanced data analytics, financial planning, and customer experience optimization. Propose analytics outsourcing, ERP optimization, BI dashboards, and security assessments to enhance decision making.

Talent & Ops Hiring activity in North Carolina and new staff roles suggests ongoing operational scaling. Offer HR tech optimization (UKG), payroll, talent management, and internal controls/services for growing teams to improve efficiency and compliance.

Compliance & Cyber The launch of CMMC compliance services signals an emphasis on security and regulatory readiness. Position comprehensive cybersecurity, risk assessments, and compliance programs to enterprise clients and partners navigating complex regulatory landscapes.

Similar companies to Richey May Family Office Advisory

Richey May Family Office Advisory Tech Stack

Richey May Family Office Advisory uses 8 technology products and services including Power BI, Tableau, SAP, and more. Explore Richey May Family Office Advisory's tech stack below.

Media & News

Richey May Family Office Advisory's Email Address Formats

Richey May Family Office Advisory uses at least 5 email formats:
Richey May Family Office Advisory Email FormatsExamplePercentage
FLast@billsandstoll.comJDoe@billsandstoll.com
100%
First@richeymay.comJohn@richeymay.com
50%
FLast@richeymay.comJDoe@richeymay.com
43%
First.Last@richeymay.comJohn.Doe@richeymay.com
4%
FirstLast@richeymay.comJohnDoe@richeymay.com
3%

Frequently Asked Questions

What is Richey May Family Office Advisory's phone number?

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You can contact Richey May Family Office Advisory'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 Richey May Family Office Advisory's official website and social media links?

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Richey May Family Office Advisory's official website is richeymay.com and has social profiles on LinkedIn.

How much revenue does Richey May Family Office Advisory generate?

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As of November 2026, Richey May Family Office Advisory's annual revenue is estimated to be $25M - $50M.

What is Richey May Family Office Advisory's NAICS code?

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Richey May Family Office Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Richey May Family Office Advisory have currently?

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As of November 2026, Richey May Family Office Advisory has approximately 21 employees across 5 continents, including North America, Europe and Asia. Key team members include Co-Founder: U. S., Founding Partner: M. M. and Senior Manager: L. H. Explore Richey May Family Office Advisory's employee directory with LeadIQ.

What industry does Richey May Family Office Advisory belong to?

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Richey May Family Office Advisory operates in the Financial Services industry.

What technology does Richey May Family Office Advisory use?

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Richey May Family Office Advisory's tech stack includes Power BI, Tableau, SAP, Zendesk, Shopify, UKG, Qualys and WP Engine.

What is Richey May Family Office Advisory's email format?

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Richey May Family Office Advisory's email format typically follows the pattern of FLast@billsandstoll.com. Find more Richey May Family Office Advisory email formats with LeadIQ.
Richey May Family Office Advisory logo

Richey May Family Office Advisory

Financial ServicesCalifornia, United States11-50 Employees

Richey May Family Office Advisory is a financial services firm based in Encino, California, with roots in Los Angeles and more than two decades of experience in wealth, career, and life management for high-performing individuals. The firm emphasizes an elite, holistic approach to business management, drawing on decades of practice to support clients through integrated advisory services that address both financial and personal strategic needs. Its focus appears to be on sophisticated, enterprise-level guidance tailored to successful, enterprising people, positioning it within a niche of family office and high-net-worth service providers. The organization operates from a professional services stance, offering advisory solutions in areas that go beyond traditional accounting or tax work. 

Recent developments include the acquisition of WKDW, a Maryland-based advisory and tax firm, which expands its geographic and service footprint and signals ongoing growth in its professional network. The company’s activity in cyber security and regulatory compliance, including launches in CMMC compliance services and collaborations with security-focused firms, indicates a broader emphasis on risk management and technology-enabled governance for clients. Overall, the firm situates itself in the financial services sector as a specialized provider of wealth, career, and life management solutions for affluent clients in the U.S. markets. } }assist 易乐 6 tokens 0.5 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Richey May Family Office Advisory's revenue is estimated to be in the range of $25M - $50M

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