Insights

Target Market Focus Yeske Buie caters to high-net-worth individuals seeking personalized financial guidance, presenting opportunities to offer premium financial planning and investment solutions.

Expansion of Leadership Recent C-level appointments and promotions indicate an emphasis on technology and operational excellence, opening avenues for innovative fintech partnerships and compliance solutions.

Growth Potential With annual revenues estimated between 10 and 25 million dollars and a focused client base, there is room to introduce scalable wealth management tools and advisory platforms.

Technology Integration The company's advanced tech stack including Salesforce and JSON-LD suggests openness to digital engagement tools, data analytics, and client experience enhancements.

Competitive Positioning As a boutique firm amid larger competitors, Yeske Buie may be receptive to targeted marketing, specialized financial products, and tailored service solutions to strengthen its market position.

Yeske Buie Tech Stack

Yeske Buie uses 8 technology products and services including Salesforce, oEmbed, TweenMax, and more. Explore Yeske Buie's tech stack below.

  • Salesforce
    Customer Relationship Management
  • oEmbed
    Dev Tools
  • TweenMax
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • jQuery UI
    Javascript Libraries
  • Infinite Scroll
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • waitForImages
    Web Tools And Plugins

Yeske Buie's Email Address Formats

Yeske Buie uses at least 1 format(s):
Yeske Buie Email FormatsExamplePercentage
First@yebu.comJohn@yebu.com
48%
FirstL@yebu.comJohnD@yebu.com
2%
First@yebu.comJohn@yebu.com
48%
FirstL@yebu.comJohnD@yebu.com
2%

Frequently Asked Questions

Where is Yeske Buie's headquarters located?

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Yeske Buie's main headquarters is located at 220 Montgomery Street, Suite 900 San Francisco, CA 94104, US. The company has employees across 1 continents, including North America.

What is Yeske Buie's phone number?

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You can contact Yeske Buie'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 Yeske Buie's official website and social media links?

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Yeske Buie's official website is yebu.com and has social profiles on LinkedIn.

What is Yeske Buie's NAICS code?

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Yeske Buie's NAICS code is 52 - Finance and Insurance.

How many employees does Yeske Buie have currently?

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As of October 2025, Yeske Buie has approximately 21 employees across 1 continents, including North America. Key team members include Chief Investment Officer | Partner: Y. A.Chief Operating Officer: L. M.Director Of Technology And Compliance: C. E.. Explore Yeske Buie's employee directory with LeadIQ.

What industry does Yeske Buie belong to?

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Yeske Buie operates in the Financial Services industry.

What technology does Yeske Buie use?

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Yeske Buie's tech stack includes SalesforceoEmbedTweenMaxJSON-LDjQuery UIInfinite ScrollGoogle Tag ManagerwaitForImages.

What is Yeske Buie's email format?

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Yeske Buie's email format typically follows the pattern of First@yebu.com. Find more Yeske Buie email formats with LeadIQ.

When was Yeske Buie founded?

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Yeske Buie was founded in 1990.
Yeske Buie

Yeske Buie

Financial ServicesUnited States11-50 Employees

You’re successful; you’ve earned the right to explore life and all it has to offer. You have the right to explore with confidence.

We help bring clarity to your situation, provide financial advice based on empirically-validated theory and engage in the ‘straight talk’ that is essential in today’s increasingly complex financial landscape. We provide the creativity and grounded wisdom that help you make the most of your very personal journey.

Live Big - It's about the size of your life, not the size of your wallet.

Yeske Buie Inc. is a registered investment advisor. Yeske Buie Inc. provides investment advisory and related services for clients nationally. Yeske Buie Inc. will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website.

Section iconCompany Overview

Headquarters
220 Montgomery Street, Suite 900 San Francisco, CA 94104, US
Phone number
Website
yebu.com
NAICS Code
52 - Finance and Insurance
Founded
1990
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Yeske Buie's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Yeske Buie's revenue is estimated to be in the range of $10M$25M

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