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Offit Capital Information

View Top Employees from Offit Capital

Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.

Website http://offitcapital.com
Revenue $9.6 million
Employees 83 (75 on RocketReach)
Founded 2007
Address 485 Lexington Ave 24th Floor, New York, New York 10017, US
Phone (212) 588-3240
Technologies
Industry Investment Management, Finance General, Consulting, Finance, Financial Services, Legal, Professional Services, Venture Capital, Lending and Investments
Web Rank 11 Million
Keywords Investment Management, Investment Advisory, Wealth Management, Portfolio Management, High Net Worth Individuals, Customized Investing, Investment Strategies, Wealth Preservation, Private Wealth, Financial Planning, Long Term Investing, Financial Advisory, Capital Preservation, Family Office, Estate Planning, Retirement Planning, Alternative Investments, Endowment Management, Foundation Management, Tax Planning
Competitors Fidelity Investments, Vanguard, Raymond James, Edward Jones, TD Ameritrade, Personal Capital, Betterment, Merrill Edge, Wealthfront, Schwab Advisor Services +34 more (view full list)
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies

Offit Capital Questions

The Offit Capital annual revenue was $9.6 million in 2026.

Cindy Yuen is the Managing Director, Human Resources of Offit Capital.

75 people are employed at Offit Capital.

Offit Capital is based in New York, New York.

The NAICS codes for Offit Capital are [52393, 5239, 52, 523].

The SIC codes for Offit Capital are [62, 628].

Top Offit Capital Employees

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