Insights

Legacy and Trust With over 80 years of experience and advising multiple generations of families, Shufro Rose has established a reputation for trusted and personalized wealth management, presenting opportunities to introduce innovative financial products tailored for long-term family clients.

Recognition and Credibility Being ranked No. 99 on the CNBC Financial Advisor 100 highlights the firm's strong industry standing, making it an attractive target for premium financial solutions and technology services aimed at high-performing advisory firms.

Client-Centric Approach Their focus on customized financial planning and comprehensive risk management demonstrates openness to adopting advanced tools and tech platforms that enhance personalized client experiences and operational efficiency.

Growth Potential Operating with revenue between 50 million to 100 million USD and a relatively small team, there are significant expansion opportunities through technology upgrades, new service offerings, or strategic partnerships.

Market Positioning While competing with large institutions like Goldman Sachs and Morgan Stanley, Shufro Rose’s boutique approach positions it well for niche market solutions, making it suitable for targeted engagement around high-net-worth client services and specialized financial products.

Shufro Rose Tech Stack

Shufro Rose uses 8 technology products and services including Twemoji, Font Awesome, jQuery, and more. Explore Shufro Rose's tech stack below.

  • Twemoji
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • Choices
    Javascript Libraries
  • HSTS
    Security
  • Google Search Console
    Web Analytics
  • Apache
    Web Servers

Shufro Rose's Email Address Formats

Shufro Rose uses at least 1 format(s):
Shufro Rose Email FormatsExamplePercentage
FLast@shufrorose.comJDoe@shufrorose.com
95%
Last@shufrorose.comDoe@shufrorose.com
5%

Frequently Asked Questions

Where is Shufro Rose's headquarters located?

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Shufro Rose's main headquarters is located at 600 Lexington Avenue New York, New York United States. The company has employees across 1 continents, including North America.

What is Shufro Rose's phone number?

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You can contact Shufro Rose'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 Shufro Rose's official website and social media links?

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Shufro Rose's official website is shufrorose.com and has social profiles on LinkedIn.

What is Shufro Rose's NAICS code?

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Shufro Rose's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Shufro Rose have currently?

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As of May 2026, Shufro Rose has approximately 28 employees across 1 continents, including North America. Key team members include Chief Operating Officer: M. E.Vice President & Platform Manager: T. K.Vice President And Financial Advisor: M. H.. Explore Shufro Rose's employee directory with LeadIQ.

What industry does Shufro Rose belong to?

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Shufro Rose operates in the Investment Management industry.

What technology does Shufro Rose use?

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Shufro Rose's tech stack includes TwemojiFont AwesomejQueryLightboxChoicesHSTSGoogle Search ConsoleApache.

What is Shufro Rose's email format?

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Shufro Rose's email format typically follows the pattern of FLast@shufrorose.com. Find more Shufro Rose email formats with LeadIQ.

When was Shufro Rose founded?

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Shufro Rose was founded in 1938.

Shufro Rose

Investment ManagementNew York, United States11-50 Employees

Shufro Rose has been providing Wealth Management Services, Customized Financial Planning, Estate Planning, Tax Planning, Retirement Planning, and Risk Management Services for over 80 years and counting. We advise the fourth successive generation of many families on a wide range of financial decisions.

We have a talented team of Wealth Managers and Financial Advisors delivering highly customized financial solutions to our diverse array of clients.

Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way.

We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way.

So you and your family can focus on all the things that matter most.

Section iconCompany Overview

Headquarters
600 Lexington Avenue New York, New York United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1938
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Shufro Rose's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Shufro Rose's revenue is estimated to be in the range of $50M$100M

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