What is Rothschild Wealth Partners's NAICS code?

Rothschild Wealth Partners's NAICS code is 52 (Finance and Insurance).

Insights

Asset scale With 6B+ in assets under advisement and a long-standing history, Rothschild Wealth Partners presents a mature, high-value prospect profile for premium advisory services, family office solutions, and bespoke investment offerings.

Boutique appeal As an employee-owned, full-spectrum boutique firm, they emphasize customizable investment solutions and risk management, signaling openness to specialized services, alternative investments, and tailored asset protection strategies.

Technology leverage Current tech stack including WordPress, Google Cloud, and security tools suggests potential for partnerships in client experience enhancements, data analytics enablement, and scalable digital onboarding platforms.

Succession readiness Founded in 1908 and operating with a conservative growth profile, there may be opportunities to engage on wealth transfer planning, legacy strategy, and high-net-worth transition services.

Market positioning Competitive landscape with peers of similar size (creative planning, Rockefeller, Northern Trust) indicates a priority on differentiating through personalized service, tax strategy optimization, and concierge wealth management solutions.

Similar companies to Rothschild Wealth Partners

J.P. Morgan Wealth Management
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Goldman Sachs Personal Financial Management
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Morgan Stanley Wealth Management
10K$500M - $1B
Northern Trust Wealth Management
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Hightower Advisors
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Creative Planning
2.7K$1B - $10B
Rockefeller Capital Management
1.8K$1B - $10B

Rothschild Wealth Partners Tech Stack

Rothschild Wealth Partners uses 8 technology products and services including WordPress, MySQL, Google Cloud, and more. Explore Rothschild Wealth Partners's tech stack below.

WordPress
Content Management System
MySQL
Database
Google Cloud
Infrastructure As A Service
WP Engine
Platform As A Service
PHP
Programming Languages
Google Tag Manager
Tag Management
Wordfence Login Security
Web Platform Extensions
Nginx
Web Servers

Rothschild Wealth Partners's Email Address Formats

Rothschild Wealth Partners uses at least 4 email formats:

Rothschild Wealth Partners Email Formats	Example	Percentage
FLast@rothschildinv.com	JDoe@rothschildinv.com	86%
FirstLast@rothschildinv.com	JohnDoe@rothschildinv.com	8%
First@rothschildinv.com	John@rothschildinv.com	5%
Last@rothschildinv.com	Doe@rothschildinv.com	1%

Frequently Asked Questions

What is Rothschild Wealth Partners's phone number?

You can contact Rothschild Wealth Partners's main corporate office by phone at

+1-312-983-****

. 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 Rothschild Wealth Partners's official website and social media links?

Rothschild Wealth Partners's official website is rothschildinv.com and has social profiles on LinkedIn.

How much revenue does Rothschild Wealth Partners generate?

As of August 2026, Rothschild Wealth Partners's annual revenue is estimated to be $100M - $250M.

What is Rothschild Wealth Partners's SIC code and NAICS code?

Rothschild Wealth Partners's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Rothschild Wealth Partners have currently?

As of August 2026, Rothschild Wealth Partners has approximately 117 employees across 3 continents, including North America, Europe and Asia. Key team members include Ceo In Investment Firm Vaitelj "australia" And Industrias Tecnológicas J.L.A.V "colombia": J. L. A., Chief Compliance Officer: B. D. and Owner: L. D. Explore Rothschild Wealth Partners's employee directory with LeadIQ.

What industry does Rothschild Wealth Partners belong to?

Rothschild Wealth Partners operates in the Financial Services industry.

What technology does Rothschild Wealth Partners use?

Rothschild Wealth Partners's tech stack includes WordPress, MySQL, Google Cloud, WP Engine, PHP, Google Tag Manager, Wordfence Login Security and Nginx.

What is Rothschild Wealth Partners's email format?

Rothschild Wealth Partners's email format typically follows the pattern of FLast@rothschildinv.com. Find more Rothschild Wealth Partners email formats with LeadIQ.

When was Rothschild Wealth Partners founded?

Rothschild Wealth Partners was founded in 1908.

Rothschild Wealth Partners

Q: How many employees does Rothschild Wealth Partners have currently?

Rothschild Wealth Partners has approximately 117 employees.

Q: What technology does Rothschild Wealth Partners use?

Rothschild Wealth Partners's tech stack includes Google Tag Manager, Google Cloud, Wordfence Login Security, MySQL, Twemoji.

Financial ServicesIllinois, United States51-200 Employees

Rothschild Wealth Partners is a financial services firm that provides wealth advisory services through tailored investment strategies rather than one-size-fits-all models. Founded in 1908 and based in Chicago, Illinois, the employee-owned, full-spectrum boutique combines customizable investment solutions, consideration of alternative investments when appropriate, and risk management to protect against downside.

The firm serves affluent families, business owners, and executives who seek guidance in navigating complex wealth considerations as life circumstances change. Within the financial services landscape, it distinguishes itself by not relying on preset models and by adapting to opportunities beyond traditional investments. Its emphasis on continuous learning across investments, tax strategies, and financial planning supports ongoing delivery of high-quality service.