SteelPeak Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
21650 Oxnard St Ste 2300, Woodland Hills...Phone Number
(818) 835-8720Website
www.steelpeakwealth.comRevenue
$5.2 MillionIndustry
ZI Rank: 4
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
2
2
2
2
4
About SteelPeak Wealth Management
Founded in 2012, Steel Peak Wealth Management an independent Registered Investment Advisor. Steel Peak uses a disciplined process to empower private clients to build their wealth for every life stage, from young adulthood to retirement. The company is headquartered in Woodland Hills, California.Explore more
SteelPeak Wealth Management Org Chart
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Company Profile Activity
Activity Insights
SteelPeak Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
SteelPeak Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SteelPeak Wealth Management.
SteelPeak Wealth Management financials insights
Gather financial insights about SteelPeak Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
SteelPeak Wealth Management Tech Stack
A closer look at the technologies used by SteelPeak Wealth Management
Most Recent Scoops
Hiring Plans
SteelPeak Wealth Management has more open roles in Sales than it has had at any time in the past 6 months. Areas of expertise include: Transaction Processing Systems.
Hiring Plans
Left Company
Executive Move
Executive Moves, Left Company
Event
Product Marketing, Events, Training, Sales, Financial Systems, Software, Field /Outside Sales, Artificial Intelligence, Field Marketing, Finance, Financial Operations, Operations
Project
, according to a mid-level source in Financial Planning, is in the midst of initiatives related to asset management. The organization is working to raise private funds to invest in alternative assets.
Asset Management, Spending/Investment, Financial Planning, Finance, Financial Strategy
Project
Implementation, Asset Management, Software, Artificial Intelligence
SteelPeak Wealth Management News & Media
$3.4B SteelPeak Wealth Adds BNY Pershing as Custodian
SteelPeak Wealth expands custody options by adding BNY Pershing alongside Schwab, Fidelity's NFS and Interactive BrokersTIFIN AG Expands RIA Momentum with Strategic Partnership with SteelPeak Wealth to Drive Organic Growth
BOULDER, Colo., April 10, 2025 /PRNewswire/ -- TIFIN AG, a leading provider of artificial intelligence (AI) and growth science solutions for the wealth management industry, today announced a strategic partnership with SteelPeak Wealth (SteelPeak), an independent registered investment...Emigrant Partners Announces Strategic Minority Investment in SteelPeak Wealth
NEW YORK, Feb. 1, 2023 /PRNewswire/ -- Emigrant Partners ("EP") announced it has made a strategic, non-voting minority investment in SteelPeak Wealth ("SteelPeak"), an independent wealth management business headquartered in Los Angeles, CA managing $2.0B in assets for over 1,700 clients....
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Frequently Asked Questions Regarding SteelPeak Wealth Management
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Founded in 2012, Steel Peak Wealth Management an independent Registered Investment Advisor. Steel Peak uses a disciplined process to empower private clients to build their wealth for every life stage, from young adulthood to retirement. The company is headquartered in Woodland Hills, California.... Read More
