LeoGroup Information

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LeoGroup recently merged with two other independent wealth advisory firms, The Capital Company and BFT Financial, to serve the rapidly evolving needs of the global wealth sector. The newly merged company, Leo Wealth, provides seamless international wealth solutions which integrate portfolio and asset management with international tax and estate planning.

Website	https://www.leowealth.com/us-en
Revenue	$2 million
Employees	8 (0 on RocketReach)
Founded	2012
Address	100 Wood Ave S, Ste 209, Iselin, New Jersey 08830, US
Phone	+1 732-903-2600
Fax	(646) 876-8500
Industry	Financial Services, Investment Banking, Finance
Web Rank	35 Million
Keywords	Global Wealth, Wealth Advisory, Wealth Management, International Finance, Financial Advisory, Investment Advisory, Investment Services, Asset Management, Portfolio Management, Private Wealth, Estate Planning, Family Office, Retirement Planning, Financial Services, Wealth Planning, Tax Planning, Financial Planning, Trust Services, Insurance Services, Mergers And Acquisitions
Competitors	Wealthfront, Betterment, Vanguard, Schwab Advisor Services, Fidelity Investments, Acorns, Personal Capital, Merrill Edge, New York Life Investment Mgmt, T. Rowe Price +40 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies