Insights

Customizable Investment Solutions Rothschild Wealth Partners offers personalized investment solutions tailored to affluent families, business owners, and executives, presenting a significant sales opportunity for catering to individual financial needs.

Dedicated Risk Management With a commitment to risk management and protection measures, Rothschild Wealth Partners ensures clients are safeguarded against financial downturns, making them an attractive option for those prioritizing wealth preservation.

110+ Years of Expertise Benefit from over a century of financial expertise and knowledge at Rothschild Wealth Partners, offering clients a sense of security and trust when choosing a wealth management partner.

Tech-Driven Solutions Utilizing a robust tech stack including Open Graph and WordPress, Rothschild Wealth Partners demonstrates a commitment to innovation and efficiency, appealing to tech-savvy clients seeking modern financial solutions.

Competitive Positioning Positioned alongside well-known industry giants like J.P. Morgan and Goldman Sachs, Rothschild Wealth Partners can leverage its boutique approach and personalized services to attract clients seeking a more intimate and tailored financial advisory experience.

Rothschild Wealth Partners Tech Stack

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

  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • Shopify
    E-commerce
  • WP Engine
    Platform As A Service
  • PHP
    Programming Languages
  • Yoast SEO
    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
7%
First@rothschildinv.comJohn@rothschildinv.com
6%
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 S. Wacker Drive Suite 5900 Chicago, IL 60606 US. The company has employees across 4 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.

How much revenue does Rothschild Wealth Partners generate?

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As of April 2025, Rothschild Wealth Partners's annual revenue reached $35M.

What is Rothschild Wealth Partners's NAICS code?

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

How many employees does Rothschild Wealth Partners have currently?

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As of April 2025, Rothschild Wealth Partners has approximately 88 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Operating Officer: C. E.Vice President - Investments: J. M.Ceo In Investment Firm Vaitelj "australia" And Industrias Tecnológicas J.L.A.V "colombia": J. L. A.. 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 Open GraphWordPressShopifyWP EnginePHPYoast SEOBootstrapWordfence 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 . 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

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 S. Wacker Drive Suite 5900 Chicago, IL 60606 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1908
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Rothschild Wealth Partners's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Rothschild Wealth Partners's revenue is in the range of $10M$50M

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