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Insights

Board Appointments Tolleson Wealth Management recently appointed new members to its board of directors, indicating potential changes in strategic direction and opportunities for partnership collaborations.

Strategic Investments The company has made significant investments in companies like Alphabet and On the Road Lending, showcasing a willingness to expand its portfolio and engage in new ventures. This presents opportunities for cross-selling or partnership discussions.

Community Partnerships Through partnerships with organizations like Bonton Farms, Tolleson Wealth Management demonstrates a commitment to community service. Leveraging these connections can open doors for socially responsible investment opportunities.

Industry Recognition Being ranked #2 in the Dallas-Fort Worth Area for wealth management firms and making it to the Charitable Champions List positions Tolleson Wealth Management as a reputable and influential player. This reputation can be leveraged to attract potential clients seeking top-tier financial services.

Financial Health With an estimated revenue between $50M - $100M, Tolleson Wealth Management is in a stable financial position. Collaboration opportunities can be explored with potential clients looking for financial services from established and financially healthy partners.

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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 FormatsExamplePercentage
FLast@tollesonwealth.comJDoe@tollesonwealth.com
94%
LFirst@tollesonwealth.comDJohn@tollesonwealth.com
3%
First.Last@tollesonwealth.comJohn.Doe@tollesonwealth.com
3%

Frequently Asked Questions

Where is Tolleson Wealth Management's headquarters located?

Minus sign iconPlus sign iconTolleson 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 AmericaAsiaOceania.

What is Tolleson Wealth Management's phone number?

Minus sign iconPlus sign icon You can contact Tolleson Wealth Management's main corporate office by phone at
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+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?

Minus sign iconPlus sign iconTolleson 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?

Minus sign iconPlus sign iconTolleson Wealth Management's official website is tollesonwealth.com and has social profiles on LinkedIn.

How much revenue does Tolleson Wealth Management generate?

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

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

Minus sign iconPlus sign iconTolleson 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?

Minus sign iconPlus sign iconAs of September 2024, Tolleson Wealth Management has approximately 202 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Chief Executive Officer: C. T.Chief Financial Officer: A. H.Chief Technology Officer: J. L.. Explore Tolleson Wealth Management's employee directory with LeadIQ.

What industry does Tolleson Wealth Management belong to?

Minus sign iconPlus sign iconTolleson Wealth Management operates in the Financial Services industry.

What technology does Tolleson Wealth Management use?

Minus sign iconPlus sign iconTolleson Wealth Management's tech stack includes IBM Cognos AnalyticsWP RocketCloudflareGoogle Font APIHoefler&CoMicrosoftMicrosoft AzureGoogle Tag Manager.

What is Tolleson Wealth Management's email format?

Minus sign iconPlus sign iconTolleson 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?

Minus sign iconPlus sign iconTolleson Wealth Management was founded in 2000.
Tolleson Wealth Management

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/,

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Section iconCompany 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

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

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

Section iconFunding & Financials

  • $50M$100M

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

Company Leadership

Employee Directory

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