The Power of Alignment. At &Partners we believe in the power of alignment because aligned interests result in advice done well. To us, good advisors are more than financial advocates — they are life coaches that focus on opening new possibilities through financial freedom and independence. By building a firm where financial advisors can thrive, we’re unlocking the potential of everything life can be. &Partners was founded by a seasoned team of executives dedicated to creating a visionary wealth management firm that places advisors and their clients at the center of everything we do. Advisors at &Partners have access to other tenured advisors, an on-call CIO team, plus a robust, tech-enabled platform — all designed to allow them to seize emerging opportunities and adapt to evolving client needs. That's the essence of advice done well. --- &PARTNERS is the enterprise trade/marketing name for Ampersand Partners LLC, a Delaware limited liability holding company, and its subsidiary, &Partners LLC, a Tennessee limited liability company. Securities and advisory services offered through &Partners, LLC, member FINRA, SIPC. Go to FINRA’s BrokerCheck for information on our firm and representatives. See also: https://www.andpartners.com/disclosures/ Please review our social media guidelines https://www.andpartners.com/social-media-guidelines/
| Website | https://www.andpartners.com |
| Revenue | $24.5 million |
| Employees | 176 (136 on RocketReach) |
| Founded | 2023 |
| Industry | Financial Services |
| Keywords | Financial Planning, Wealth Management, Wealth Preservation, Building Wealth, Investment Planning, Portfolio Management, Personalized Financial Plans, Financial Solutions, Retirement Planning, Investment Strategies, Long-Term Financial Goals, Holistic Financial Planning, Estate Planning, Risk Management, Financial Coaching, Tax Planning, Life Coaching, Insurance Planning |
| Competitors | Deloitte, PwC, Accenture, EY, KPMG In Pakistan, McKinsey & Company, Boston Consulting Group (BCG), Bain & Company, Oliver Wyman, Roland Berger +42 more (view full list) |
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The &Partners annual revenue was $24.5 million in 2026.
David Kowach is the CEO of &Partners.
136 people are employed at &Partners.