Insights

Experienced Boutique Firm Rothschild Wealth Partners has a long-standing history since 1908, indicating a stable client base and established reputation, providing opportunities to target high-net-worth individuals and discerning clients seeking personalized wealth management services.

Asset Management Scale With over 6 billion dollars in assets under advisement and a mid-sized team of 51-200 employees, the firm demonstrates a significant market presence, making it a potential partner for premium financial products, sophisticated investment solutions, and strategic alliances.

Customization Focus The company's emphasis on tailored investment strategies and risk management suggests an openness to adopting innovative or alternative financial solutions, presenting opportunities for technology vendors or product providers specializing in bespoke wealth management tools.

Client Demographics Partnering with affluent families, executives, and business owners highlights a wealthy clientele that values comprehensive financial planning, indicating a market for high-end financial technology, estate planning services, and exclusive investment opportunities.

Technology Adoption Utilization of modern web and cybersecurity tools like WordPress, Shopify, and Wordfence indicates a forward-looking approach; engaging with their digital infrastructure vendors or offering integrated financial tech solutions could enhance their operational efficiency and client experience.

Rothschild Wealth Partners Tech Stack

Rothschild Wealth Partners uses 8 technology products and services including WordPress, Open Graph, Shopify, and more. Explore Rothschild Wealth Partners's tech stack below.

  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • Shopify
    E-commerce
  • WP Engine
    Platform As A Service
  • PHP
    Programming Languages
  • Yoast SEO Premium
    Search Engines
  • Bootstrap
    UI Frameworks
  • Wordfence Login Security
    Web Platform Extensions

Media & News

Rothschild Wealth Partners's Email Address Formats

Rothschild Wealth Partners uses at least 1 format(s):
Rothschild Wealth Partners Email FormatsExamplePercentage
FLast@rothschildinv.comJDoe@rothschildinv.com
86%
FirstLast@rothschildinv.comJohnDoe@rothschildinv.com
8%
First@rothschildinv.comJohn@rothschildinv.com
5%
Last@rothschildinv.comDoe@rothschildinv.com
1%

Frequently Asked Questions

Where is Rothschild Wealth Partners's headquarters located?

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Rothschild Wealth Partners's main headquarters is located at 311 South Wacker Drive Suite 5900 Chicago, Illinois 60606 United States. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Rothschild Wealth Partners's phone number?

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You can contact Rothschild Wealth Partners'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 Rothschild Wealth Partners's official website and social media links?

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

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

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

How many employees does Rothschild Wealth Partners have currently?

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As of March 2026, Rothschild Wealth Partners has approximately 105 employees across 3 continents, including North AmericaEuropeAsia. Key team members include President: K. R.Executive Assistant To Ceo Of Uk Wealth Management: K. F.Managing Director And Partner: T. Q.. Explore Rothschild Wealth Partners's employee directory with LeadIQ.

What industry does Rothschild Wealth Partners belong to?

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Rothschild Wealth Partners operates in the Financial Services industry.

What technology does Rothschild Wealth Partners use?

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Rothschild Wealth Partners's tech stack includes WordPressOpen GraphShopifyWP EnginePHPYoast SEO PremiumBootstrapWordfence Login Security.

What is Rothschild Wealth Partners's email format?

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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?

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Rothschild Wealth Partners was founded in 1908.

Rothschild Wealth Partners

Financial ServicesIllinois, United States51-200 Employees

Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under advisement. Across our 110+ year history, our core mission has remained the same: to empower individuals to make sense of their money, guide them to grow their wealth, and strategically provide robust protection measures.  

At Rothschild Wealth, we don't rely on preset models. Instead, we offer customizable investment solutions, adapt to alternative investments when appropriate, and use risk management to protect against the downside. We are dedicated students of our trade, constantly enhancing our knowledge of investments, tax strategies, and financial planning. This commitment to continuous learning ensures that we always provide the highest quality service, unlocking our clients’ financial potential.  

Partnering with affluent families, business owners, and executives, Rothschild Wealth helps navigate the intricacies of handling wealth to help ensure that our clients make the most of their financial future. When life changes, we know how to help.

Section iconCompany Overview

Headquarters
311 South Wacker Drive Suite 5900 Chicago, Illinois 60606 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1908
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    Rothschild Wealth Partners's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Rothschild Wealth Partners's revenue is estimated to be in the range of $100M$250M

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