Insights

Expansion Opportunity Silvercrest is rapidly expanding its geographic footprint with new offices in Atlanta and Dublin, signaling a growth trajectory and potential demand for enhanced wealth management capabilities, cross-border advisory services, and scalable operating platforms.

UHNW Recognition The firm has earned recognition on CNBC Elite Advisors lists for 2026, reinforcing its positioning among top ultra-high-net-worth wealth managers and creating a potential entry point for premium service collaborations, co-branded offerings, or referral partnerships.

Solid Financials With reported revenue in the upper mid-range and a notable earnings alignment, Silvercrest presents a credible client acquisition story for scalable technology, portfolio analytics, and risk management enhancements to support growth without sacrificing service quality.

Independent Value Strong emphasis on independence, client-centric service, and low conflicts of interest suggests openings for specialized outsourcing, governance and compliance solutions, or outsourced chief investment officer services that align with their fiduciary approach.

Technology Stack Existing use of QuickBooks, Adobe, .NET and Google Analytics indicates openness to integrating financial operations, analytics, and client insights platforms; targeted proposals around portfolio analytics, CRM enhancements, or digital client experience tools could resonate.

Silvercrest Asset Management Tech Stack

Silvercrest Asset Management uses 8 technology products and services including QuickBooks, Adobe Analytics, Hotjar, and more. Explore Silvercrest Asset Management's tech stack below.

Media & News

Silvercrest Asset Management's Email Address Formats

Silvercrest Asset Management uses at least 1 format(s):
Silvercrest Asset Management Email FormatsExamplePercentage
FLast@silvercrestgroup.comJDoe@silvercrestgroup.com
92%
LFirst@silvercrestgroup.comDJohn@silvercrestgroup.com
5%
First.Last@silvercrestgroup.comJohn.Doe@silvercrestgroup.com
2%
Last@silvercrestgroup.comDoe@silvercrestgroup.com
1%

Frequently Asked Questions

What is Silvercrest Asset Management's phone number?

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You can contact Silvercrest Asset Management'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 Silvercrest Asset Management's stock symbol?

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Silvercrest Asset Management is a publicly traded company; the company's stock symbol is SAMG.

What is Silvercrest Asset Management's official website and social media links?

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Silvercrest Asset Management's official website is silvercrestgroup.com and has social profiles on LinkedInCrunchbase.

How much revenue does Silvercrest Asset Management generate?

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As of August 2026, Silvercrest Asset Management's annual revenue is estimated to be $100M - $250M.

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

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

How many employees does Silvercrest Asset Management have currently?

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As of August 2026, Silvercrest Asset Management has approximately 178 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Ceo: J. H.Vice President And Research Analyst: A. M.Vice President In Operations: L. C.. Explore Silvercrest Asset Management's employee directory with LeadIQ.

What industry does Silvercrest Asset Management belong to?

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Silvercrest Asset Management operates in the Investment Management industry.

What technology does Silvercrest Asset Management use?

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Silvercrest Asset Management's tech stack includes QuickBooksAdobe AnalyticsHotjarWordPressCookieYesShopifymonday.comMicrosoft Azure.

What is Silvercrest Asset Management's email format?

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Silvercrest Asset Management's email format typically follows the pattern of FLast@silvercrestgroup.com. Find more Silvercrest Asset Management email formats with LeadIQ.

How much funding has Silvercrest Asset Management raised to date?

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As of August 2026, Silvercrest Asset Management has raised $1.5M in funding. The last funding round occurred on Dec 11, 2024 for $100K.

When was Silvercrest Asset Management founded?

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Silvercrest Asset Management was founded in 2002.
Silvercrest Asset Management logo

Silvercrest Asset Management

Investment ManagementNew York, United States51-200 Employees

Silvercrest Asset Management Group is an independent registered investment adviser that provides asset management and family office services to families and selected institutional investors. It combines a client-focused approach with formal portfolio construction, risk management, and diversification, and its managing directors average more than 25 years of wealth-management experience. 

Based in New York City, the firm is positioned as a mid-sized independent advisor emphasizing independence and a lack of conflicts of interest compared with larger institutions. The organization highlights a culture of collaboration, employee ownership, and a commitment to high-quality, objective client service. In 2026, the firm opened its first Atlanta office as part of its expansion into high-growth wealth markets.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
Stock Symbol
SAMG
NAICS Code
5239 - Other Financial Investment Activities
Founded
2002
Employees
51-200

Section iconFunding & Financials

  • $1.5M

    Silvercrest Asset Management has raised a total of $1.5M of funding over 3 rounds. Their latest funding round was raised on Dec 11, 2024 in the amount of $100Kas a post_ipo_equity.

  • $100M - $250M

    Silvercrest Asset Management's revenue is estimated to be in the range of $100M - $250M

Section iconFunding & Financials

  • $1.5M

    Silvercrest Asset Management has raised a total of $1.5M of funding over 3 rounds. Their latest funding round was raised on Dec 11, 2024 in the amount of $100Kas a post_ipo_equity.

  • $100M - $250M

    Silvercrest Asset Management's revenue is estimated to be in the range of $100M - $250M

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