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Sage Hill Logo
Sage Hill CB Rank
1267358
Heat Score
56
Sage Hill fixates on investment portfolio design, risk management, estate planning, income tax planning and management.
Private Saratoga Springs, New York, United States1-10 sagehilladvisory.com/
Advice
Finance
Impact Investing
Real Estate
Risk Management
Overview

Sage Hill
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
1 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 >
See more interactive data and historical milestones on desktop for the best experience

About Sage Hill

CB Rank
1267358
Sage Hill fixates on investment portfolio design, risk management, estate planning, income tax planning and management.
Private Saratoga Springs, New York, United States1-10 sagehilladvisory.com/
Advice
Finance
Impact Investing
Real Estate
Risk Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Philip Toffel
Phone Number +1.518.871.1214
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Portfolio Design
Service focused on creating and structuring investment portfolios tailored to client needs and risk profiles.
Risk Management
Service aimed at identifying, assessing, and mitigating financial risks within investment portfolios and broader financial plans.

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 1-10 Employee Profiles 3 Contacts 1

Employee Profiles

News

News and Press

News•Feb 9, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$82.5KThis year, Sage Hill is projected to spend $82.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Freshworks Logo
Freshworks
79
Malware and Vulnerabilities Logo
Malware and Vulnerabilities
79
Euronews Logo
Euronews
79

Active Website Tech Count

9Sage Hill is actively using 9 technologies for its website, according to BuiltWith. These include SSL by Default, Euro, and  LetsEncrypt.
Sub-Organizations
Frequently Asked Questions

Where is Sage Hill's headquarters? Sage Hill is located in Saratoga Springs, New York, United States.Who are Sage Hill's competitors? Alternatives and possible competitors to Sage Hill may include Stonehage Fleming Family & Partners, Creative Planning, and  JP Morgan.
Who We Are
What We Do
Helpful Links
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