Insights

Personalized Wealth Management Satovsky Asset Management specializes in hyper-personalized investment strategies combined with behavioral coaching, presenting an opportunity to offer customizable financial technology solutions tailored for boutique firms seeking to enhance client engagement and long-term investor habits.

Growth Potential With a revenue range of 10M to 25M and a lean team of 11-50 employees, Satovsky is positioned for strategic growth and expansion, creating avenues for supplementary services such as advanced portfolio analytics, client onboarding platforms, or asset management software solutions.

Active Investment Strategy Recent investment in Broadcom indicates an active portfolio approach. Offering tools for investment analysis, trade execution, or portfolio monitoring could help Satovsky optimize their asset management capabilities and scale their investment operations further.

Digital Engagement The company's usage of various digital platforms like Shopify, WordPress, and YouTube suggests a focus on digital client outreach and education. Opportunities exist to propose enhanced client portal systems, content management tools, or digital marketing solutions to deepen client relationships.

Industry Alignment Operating within a competitive landscape with firms like T. Rowe Price and Vanguard, Satovsky can benefit from solutions that differentiate their offerings, such as CRM systems tailored for wealth management, compliance tools, or investor behavior analytics to strengthen their market positioning.

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Satovsky Asset Management Tech Stack

Satovsky Asset Management uses 8 technology products and services including Shopify, Font Awesome, jQuery, and more. Explore Satovsky Asset Management's tech stack below.

Shopify
E-commerce
Font Awesome
Font Scripts
jQuery
Javascript Libraries
Constant Contact
Marketing Automation
Elementor
Page Builders
WP Engine
Platform As A Service
YouTube
Video Players
JetEngine
Wordpress Plugins

Media & News

Satovsky Asset Management, LLC invests into Broadcom, Inc. $217K.
Satovsky Asset Management LLC invests $217,000 in Broadcom Inc. (NASDAQ:AVGO).
Oct 14, 2023 | www.etfdailynews.com

Satovsky Asset Management's Email Address Formats

Satovsky Asset Management uses at least 1 format(s):

Satovsky Asset Management Email Formats	Example	Percentage
First@satovsky.com	John@satovsky.com	47%
FirstL@satovsky.com	JohnD@satovsky.com	3%
First@satovsky.com	John@satovsky.com	47%
FirstL@satovsky.com	JohnD@satovsky.com	3%

Frequently Asked Questions

Where is Satovsky Asset Management's headquarters located?

Satovsky Asset Management's main headquarters is located at 232 Madison Avenue, Suite 400. The company has employees across 1 continents, including North America.

What is Satovsky Asset Management's phone number?

You can contact Satovsky Asset Management's main corporate office by phone at

+1-212-584-****

. 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 Satovsky Asset Management's official website and social media links?

Satovsky Asset Management's official website is satovsky.com and has social profiles on LinkedIn.

How much revenue does Satovsky Asset Management generate?

As of December 2025, Satovsky Asset Management's annual revenue is estimated to be $228K.

What is Satovsky Asset Management's SIC code NAICS code?

Satovsky Asset Management's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Satovsky Asset Management have currently?

As of December 2025, Satovsky Asset Management has approximately 11 employees across 1 continents, including North America. Key team members include Chief Investment Officer: A. B.Head Of Private Wealth, Cco: C. L.Co-Founder And Strategist: S. Y.. Explore Satovsky Asset Management's employee directory with LeadIQ.

What industry does Satovsky Asset Management belong to?

Satovsky Asset Management operates in the Investment Management industry.

What technology does Satovsky Asset Management use?

Satovsky Asset Management's tech stack includes ShopifyFont AwesomejQueryConstant ContactElementorWP EngineYouTubeJetEngine.

What is Satovsky Asset Management's email format?

Satovsky Asset Management's email format typically follows the pattern of First@satovsky.com. Find more Satovsky Asset Management email formats with LeadIQ.

When was Satovsky Asset Management founded?

Satovsky Asset Management was founded in 2007.

Satovsky Asset Management

Q: How many employees does Satovsky Asset Management have currently?

Satovsky Asset Management has approximately 11 employees.

Q: What technology does Satovsky Asset Management use?

Satovsky Asset Management's tech stack includes JetEngine, Font Awesome, Fusion Ads, Constant Contact, Elementor.

Investment ManagementNew York, United States11-50 Employees

Satovsky Asset Management was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through long-term portfolio solutions, investor education, and a deep commitment to meaningful relationships.

Our hyper-personalized approach brings together financial planning,  investment management, and behavioral coaching to develop investor habits and strategies for long-term abundance and peace of mind.