Insights

High Net Worth Focus Toplitzky & Co specializes in serving high net worth individuals, business owners, and executives, presenting an opportunity to offer personalized financial solutions and premium financial technology tools tailored to affluent clients.

Established Expertise With over 40 years of experience in tax planning, business management, and trust services, the company demonstrates stability and deep sector knowledge, making it receptive to advanced financial products and strategic advisory services.

Growing Revenue Range Generating between $10 million and $25 million in revenue, Toplitzky & Co is a mid-sized firm with potential for expanding its service offerings, including wealth management software, compliance solutions, or client engagement platforms.

Technology Stack Using modern web technologies like Squarespace, Google Analytics, and Google Tag Manager indicates openness to digital enhancement and innovative online solutions, creating opportunities for targeted fintech integrations or digital marketing services.

Potential for Strategic Partnerships Given their role as trustees and officers for complex financial entities, there is a strategic opportunity to collaborate with firms providing compliance, secure document management, or estate planning technologies to support their fiduciary responsibilities.

Toplitzky&Co Tech Stack

Toplitzky&Co uses 8 technology products and services including Squarespace, Webpack, Cart Functionality, and more. Explore Toplitzky&Co's tech stack below.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • Cart Functionality
    E-commerce
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts

Media & News

Toplitzky&Co's Email Address Formats

Toplitzky&Co uses at least 1 format(s):
Toplitzky&Co Email FormatsExamplePercentage
First@toplitzky.comJohn@toplitzky.com
70%
F.Last@toplitzky.comJ.Doe@toplitzky.com
10%
FLast@toplitzky.comJDoe@toplitzky.com
10%
LFirst@toplitzky.comDJohn@toplitzky.com
10%

Frequently Asked Questions

Where is Toplitzky&Co's headquarters located?

Minus sign iconPlus sign icon
Toplitzky&Co's main headquarters is located at 8383 Wilshire Boulevard Suite 240 Beverly Hills, California 90211 United States. The company has employees across 1 continents, including North America.

What is Toplitzky&Co's official website and social media links?

Minus sign iconPlus sign icon
Toplitzky&Co's official website is toplitzky.com and has social profiles on LinkedIn.

What is Toplitzky&Co's SIC code NAICS code?

Minus sign iconPlus sign icon
Toplitzky&Co's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 52 - Finance and Insurance.

How many employees does Toplitzky&Co have currently?

Minus sign iconPlus sign icon
As of March 2026, Toplitzky&Co has approximately 10 employees across 1 continents, including North America. Key team members include Owner: R. T.Managing Director: J. T.Account Manager: E. F.. Explore Toplitzky&Co's employee directory with LeadIQ.

What industry does Toplitzky&Co belong to?

Minus sign iconPlus sign icon
Toplitzky&Co operates in the Financial Services industry.

What technology does Toplitzky&Co use?

Minus sign iconPlus sign icon
Toplitzky&Co's tech stack includes SquarespaceWebpackCart FunctionalityGoogle Fonts APIModernizrGoogle Tag ManagerGoogle AnalyticsAdobe Fonts.

What is Toplitzky&Co's email format?

Minus sign iconPlus sign icon
Toplitzky&Co's email format typically follows the pattern of First@toplitzky.com. Find more Toplitzky&Co email formats with LeadIQ.

When was Toplitzky&Co founded?

Minus sign iconPlus sign icon
Toplitzky&Co was founded in 1980.

Toplitzky&Co

Financial ServicesCalifornia, United States2-10 Employees

Established in 1980, Toplitzky&Co is the independent, strategic financial partner for high net worth individuals, business owners and executives.

We are CPAs and accountants specializing in multi-family office, business management and tax planning and compliance. Having forged life-long and high value partnerships with our clients, we often serve as trustees of their family trusts and as officers and directors of their businesses, private investments, and charitable foundations.

From over forty years of service we know that wealth is created from opportunities forged out of effort, discipline and creativity.  We thrive on the challenge that each of our clients has a unique puzzle to solve.  Our perspective creates new opportunities.

Section iconCompany Overview

Headquarters
8383 Wilshire Boulevard Suite 240 Beverly Hills, California 90211 United States
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Toplitzky&Co's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Toplitzky&Co's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.