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Fogel Neale Logo
Fogel Neale CB Rank
693762
Heat Score
72
Fogel Neale is a private wealth management services company for select individuals, families and institutions.
Founded
obfuscation
Private New York, New York, United States11-50 wealthadvisors.nyc/
Financial Services
Overview

Fogel Neale
Heat Score
72

Growth Score
pts
in past quarter
Heat Score 72
4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Fogel Neale

CB Rank
693762
Fogel Neale is a private wealth management services company for select individuals, families and institutions.
Founded
obfuscation
Private New York, New York, United States11-50 wealthadvisors.nyc/
Financial Services

Key People

  • Photo of Phil Fogel
    Phil Fogel: Founding Partner
    Past Role: Flowcarbon, Co-Founder & Chief Crypto Guy

Details

Legal Name Fogel Neale Partners LLC
Operating Status Active
Company Type For Profit
Founders  Phil Fogel
Phone Number 1 212-949-0922
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Services
Comprehensive financial planning and investment management tailored to individuals, families, and institutions to build and preserve wealth.
Model Portfolios
Predefined investment portfolios designed to balance risk and return based on time-tested strategies.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 7

Employee Profiles

News
Technology
View Tech Report

IT Spend

$365.9KThis year, Fogel Neale is projected to spend $365.9K on IT, according to Aberdeen.

Actively Used Products

3Fogel Neale uses 3 technology products and services including HTML5, jQuery, and  Apache Server, according to G2 Stack.

Active Website Tech Count

11Fogel Neale is actively using 11 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Fogel Neale's headquarters? Fogel Neale is located in New York, New York, United States.Who are Fogel Neale's competitors? Alternatives and possible competitors to Fogel Neale may include Rockefeller Capital Management, Cresset, and  Northern Trust.
Who We Are
What We Do
Helpful Links
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