Roundtable Investment Partners

Finance · New York, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

277 Park Ave Fl 47, New York, New York, ...

Phone Number

(212) 488-5469

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
2
2
1

About Roundtable Investment Partners

Roundtable Investment Partners is a private investment partnership established in 2006, focusing on comprehensive wealth creation and legacy building services. The firm provides integrated solutions in Strategic Advice & Planning, Investment Management, and Merchant Banking tailored for families and institutions. Their goal is to help clients achieve their lifestyle, philanthropic, and intergenerational objectives efficiently. Roundtable serves a clientele of successful entrepreneurs, executives, and investors seeking to enhance their financial strategies.Explore more
Roundtable Investment Partners's Social MediaPopular SearchesRoundtable Investment Partners LLCRoundtable Investment PartnersRoundtable Group LLCSIC Code 62,628NAICS Code 52,523Show more

Roundtable Investment Partners Org Chart

PhoneEmail
RH
United States flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Roundtable Investment Partners your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Roundtable Investment Partners

Compare insights from companies similar to Roundtable Investment Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Roundtable Investment Par...

$5M
11-50
Private
-
2006
$5.7M
11-50
Private
-
1981
$5.5M
11-50
Private
-
1999
SB
Silvia BasilottaSenior Managing Director
<$5M
11-50
Private
-
2009
N/A
<$5M
11-50
Private
-
2002
BS
Bernard StrickerPresident & CEO
<$5M
1-10
Private
-
2004
Timothy Schwarz, Managing Director at IFG Asset Management
Timothy SchwarzManaging Director
<$5M
1-10
Private
-
2011
LV
Luke Van AbelChief Financial Officer, Family
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Roundtable Investment Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Roundtable Investment Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Roundtable Investment Partners.

Roundtable Investment Partners Tech Stack

A closer look at the technologies used by Roundtable Investment Partners

Top Finance Companies

Frequently Asked Questions Regarding Roundtable Investment Partners

What is Roundtable Investment Partners's official website?
Roundtable Investment Partners's official website is www.roundtableip.com
What is Roundtable Investment Partners's Revenue?
Roundtable Investment Partners's revenue is $5 Million
What is Roundtable Investment Partners's SIC code?
Roundtable Investment Partners's SIC: 62,628
What is Roundtable Investment Partners's NAICS code?
Roundtable Investment Partners's NAICS: 52,523
How many employees does Roundtable Investment Partners have?
Roundtable Investment Partners has 11-50 employees
What industry does Roundtable Investment Partners belong to?
Roundtable Investment Partners is in the industry of: Finance, Securities Trading
What is Roundtable Investment Partners competition?
Roundtable Investment Partners top competitors include: Diamond Dragon Capital, Kellner Capital, Duell Financial Strategies, IFG Asset Management
What technology does Roundtable Investment Partners use?
Some of the popular technologies that Roundtable Investment Partners uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Roundtable Investment Partners?
Roundtable Investment Partners contact info: Phone number: (212) 488-5469 Website: www.roundtableip.com
What does Roundtable Investment Partners do?

Roundtable Investment Partners is a private investment partnership established in 2006, focusing on comprehensive wealth creation and legacy building services. The firm provides integrated solutions in Strategic Advice & Planning, Investment Management, and Merchant Banking tailored for families and institutions. Their goal is to help clients achie... ve their lifestyle, philanthropic, and intergenerational objectives efficiently. Roundtable serves a clientele of successful entrepreneurs, executives, and investors seeking to enhance their financial strategies.Read More

What are Roundtable Investment Partners social media links?
Roundtable Investment Partners Linkedin page
Is Roundtable Investment Partners a public company?
Roundtable Investment Partners is private company therefore does not currently have an official ticker symbol
See more information about Roundtable Investment Partners

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.