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Samalin Wealth Logo
Samalin Wealth CB Rank
894798
Heat Score
47
Samalin Wealth is a financial firm that offers investment advice, financial planning, consulting, and retirement planning.
Founded
obfuscation
Private Chappaqua, New York, United States11-50 samalinwealth.com/
Advice
Compliance
Consulting
Financial Services
Retirement
Overview

Samalin Wealth
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-8 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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See more interactive data and historical milestones on desktop for the best experience

About Samalin Wealth

CB Rank
894798
Samalin Wealth is a financial firm that offers investment advice, financial planning, consulting, and retirement planning.
Founded
obfuscation
Private Chappaqua, New York, United States11-50 samalinwealth.com/
Advice
Compliance
Consulting
Financial Services
Retirement

Key People

  • Photo of Andrew Samalin
    Andrew Samalin: Founder and Principal
    Past Role: Morgan Stanley Dean Witter, SVP-Investments

Details

Legal Name Samalin Investment Counsel, LLC
Operating Status Active
Company Type For Profit
Founders  Andrew Samalin
Phone Number +1 914-666-6600
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management
A service that provides comprehensive management of clients' financial assets and investments to align with their financial goals.
Financial Planning
A service that develops personalized financial strategies including budgeting, debt management, and investment optimization to meet clients' long-term financial objectives.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • 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

$169.9KThis year, Samalin Wealth is projected to spend $169.9K on IT, according to Aberdeen.

Actively Used Products

13Samalin Wealth uses 13 technology products and services including HTML5, Lightbox, and  jQuery, according to G2 Stack.

Active Website Tech Count

8Samalin Wealth is actively using 8 technologies for its website, according to BuiltWith. These include DNSSEC, Mobile Non Scaleable Content, and  Person Schema.

Total IP

4Samalin Wealth has registered 4 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Samalin Wealth's headquarters? Samalin Wealth is located in Chappaqua, New York, United States.Who are Samalin Wealth's competitors? Alternatives and possible competitors to Samalin Wealth may include HighTower Advisors, Cerity Partners, and  T. Rowe Price.
Who We Are
What We Do
Helpful Links
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