Schechter

Knowledge creates opportunity.

General Information
Company Name
Schechter
Founded Year
1939
Location (Offices)
Birmingham, United States +1
Founders / Decision Makers
Number of Employees
72
Industries
Financial Services, Insurance, Banking
Funding Stage
-
Social Media

Schechter - Company Profile

Schechter is a third-generation financial services firm with the slogan "Knowledge creates opportunity." Based in Birmingham, MI, the company advises wealthy families on various financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession, and charitable giving. Being an independent firm, Schechter is not tied to any bank or advisory platform, allowing them to select investment opportunities they believe can help their high-net-worth clients achieve their long-term goals. The company employs a team of investment specialists, estate planning attorneys, tax experts, and financial planners spread across the country.

Founded in 1939, Schechter operates in the Financial Services, Insurance, and Banking industries, with its headquarters in the United States. While specific details regarding the last investment and the involved investors are currently not available, the company’s extensive range of financial services and its long-standing presence in the industry reflect its potential to attract interest from venture capitalists seeking investment opportunities in the financial sector.

Taxonomy: wealth advisory, investment management, estate planning, tax planning, charitable giving, alternative investments, private capital, business succession, high-net-worth clients, boutique firm, investment advisory, life insurance planning

Funding Rounds & Investors of Schechter (0)

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There is no investment information

Latest News of Schechter

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No recent news or press coverage available for Schechter.

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