Insights

Gathering insights about Tolleson Wealth Management…

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Tolleson Wealth Management Tech Stack

Tolleson Wealth Management uses 8 technology products and services including IBM Cognos Analytics, WP Rocket, Cloudflare, and more. Explore Tolleson Wealth Management's tech stack below.

IBM Cognos Analytics
Advanced Analytics And Data Science
WP Rocket
Caching
Cloudflare
Content Management System
Google Font API
Font Scripts
Hoefler&Co
Font Scripts
Microsoft
Miscellaneous
Microsoft Azure
Platform As A Service
Google Tag Manager
Tag Management

Media & News

Tolleson Wealth Management's Email Address Formats

Tolleson Wealth Management uses at least 1 format(s):

Tolleson Wealth Management Email Formats	Example	Percentage
FLast@tollesonwealth.com	JDoe@tollesonwealth.com	94%
LFirst@tollesonwealth.com	DJohn@tollesonwealth.com	3%
First.Last@tollesonwealth.com	John.Doe@tollesonwealth.com	3%

Frequently Asked Questions

Where is Tolleson Wealth Management's headquarters located?

Tolleson Wealth Management's main headquarters is located at 5500 Preston Road Suite 250 Dallas, Texas 75205 US. The company has employees across 3 continents, including North AmericaOceaniaAsia.

What is Tolleson Wealth Management's phone number?

You can contact Tolleson Wealth Management's main corporate office by phone at

+1-214-252-****

. 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 Tolleson Wealth Management's stock symbol?

Tolleson Wealth Management is a publicly traded company; the company's stock symbol is N/A.

What is Tolleson Wealth Management's official website and social media links?

Tolleson Wealth Management's official website is tollesonwealth.com and has social profiles on LinkedIn.

How much revenue does Tolleson Wealth Management generate?

As of September 2024, Tolleson Wealth Management's annual revenue reached $75M.

What is Tolleson Wealth Management's SIC code NAICS code?

Tolleson Wealth Management's SIC code is 6159 - Miscellaneous business Credit Institutions NAICS code is 52 - Finance and Insurance.

How many employees does Tolleson Wealth Management have currently?

As of September 2024, Tolleson Wealth Management has approximately 202 employees across 3 continents, including North AmericaOceaniaAsia. Key team members include Chief Executive Officer: C. T.Chief Financial Officer: A. H.Chief Financial Officer: T. K.. Explore Tolleson Wealth Management's employee directory with LeadIQ.

What industry does Tolleson Wealth Management belong to?

Tolleson Wealth Management operates in the Financial Services industry.

What technology does Tolleson Wealth Management use?

Tolleson Wealth Management's tech stack includes IBM Cognos AnalyticsWP RocketCloudflareGoogle Font APIHoefler&CoMicrosoftMicrosoft AzureGoogle Tag Manager.

What is Tolleson Wealth Management's email format?

Tolleson Wealth Management's email format typically follows the pattern of . Find more Tolleson Wealth Management email formats with LeadIQ.

When was Tolleson Wealth Management founded?

Tolleson Wealth Management was founded in 2000.

Tolleson Wealth Management

Financial ServicesTexas, United States201-500 Employees

At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial for our clients and their families. As a private and family-run business proudly based in Dallas, Texas, our goal is to help nurture a legacy of prosperity and fulfillment for generations to come.

For more information, visit tollesonwealth.com.

Equal Opportunity Employer.

For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/general-website-disclosure/,

Company Overview

Headquarters: 5500 Preston Road Suite 250 Dallas, Texas 75205 US
Phone number: ✕
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+1-214-252-****
Website: tollesonwealth.com
SIC Code: 6159 - Miscellaneous business Credit Institutions
Stock Symbol: N/A
NAICS Code: 52 - Finance and Insurance
Founded: 2000
Employees: 201-500

Media & News

Funding & Financials

$50M$100M
Tolleson Wealth Management's revenue is in the range of $50M$100M

Funding & Financials

$50M$100M
Tolleson Wealth Management's revenue is in the range of $50M$100M

Company Leadership

C. T.
Chief Executive Officer
✕
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A. H.
Chief Financial Officer
✕
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Email
T. K.
Chief Financial Officer
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Email
C. F.
Chief Fiduciary Officer
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Email
S. K.
Vice President Private Banking
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Employee Directory

M. T.
President
✕
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Mobile Phone
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Email
S. R.
Executive Assistant To The Chief Investment Officer
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Mobile Phone
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Email
T. K.
Chief Financial Officer
✕
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Mobile Phone
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Email
A. C.
Vp Of Treasury And Digital Solutions
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Mobile Phone
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Email
C. F.
Chief Fiduciary Officer
✕
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Mobile Phone
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Email

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Tolleson Wealth Management Tech Stack

Media & News

Tolleson Wealth Management Inc invests into Alphabet $932K.

Tolleson Wealth Management Inc invests into On the Road Lending $500K.

Tolleson Wealth Management Inc recognized as #2 in its ranking of Dallas-Fort Worth Area Wealth Management Firms.

Tolleson Wealth Management Inc partners with Bonton Farms.

Tolleson Wealth Management Inc recognized as one of 10 financial advisory firms selected for the annual Charitable Champions List.

Jennifer Kirksey at Tolleson Wealth Management Inc receives award Women in Wealth Technology (Individual) at 9 th Family Wealth Report Awards 2022 program.

Tolleson Wealth Management Inc hired Jenevein on Jan 1st '18.

Tolleson Wealth Management's Email Address Formats

Frequently Asked Questions

Where is Tolleson Wealth Management's headquarters located?

What is Tolleson Wealth Management's phone number?

What is Tolleson Wealth Management's stock symbol?

What is Tolleson Wealth Management's official website and social media links?

How much revenue does Tolleson Wealth Management generate?

What is Tolleson Wealth Management's SIC code NAICS code?

How many employees does Tolleson Wealth Management have currently?

What industry does Tolleson Wealth Management belong to?

What technology does Tolleson Wealth Management use?

What is Tolleson Wealth Management's email format?

When was Tolleson Wealth Management founded?

Tolleson Wealth Management

Company Overview

Media & News

Tolleson Wealth Management Inc invests into Alphabet $932K.

Tolleson Wealth Management Inc invests into On the Road Lending $500K.

Tolleson Wealth Management Inc recognized as #2 in its ranking of Dallas-Fort Worth Area Wealth Management Firms.

Funding & Financials

Funding & Financials

Company Leadership

Employee Directory

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