{"source":"Breaknorm","page":"https://breaknorm.co/company/ritholtzwealth.com","license":"https://breaknorm.co/terms","domain":"ritholtzwealth.com","name":"Ritholtz Wealth Management","legal_name":"Ritholtz Wealth Management","country":"US","country_second":"CA","city":"New York","admin1":"New York","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Ritholtz Wealth Management is a wealth management firm that provides tax planning, estate planning, insurance services, corporate retirement, financial planning, family office services, and institutional investing. Its offerings include goal-based financial planning, tax consulting, insurance services, and investment management, with tiered packages for individuals and multi-family offices.","offerings":["goal-based financial planning","estate planning","tax consulting","insurance services","investment management","bookkeeping and bill pay"],"target_customers":["individuals","multi-family offices","individual investors"],"business_model":["B2C"],"geo_scope":"unknown","headcount":"51-200","headcount_source":"linkedin","revenue":"10M-50M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/ritholtz-wealth-management","reviews":[],"contact_points":0,"contact_phones":0,"page_types":["pricing","team","home","contact","services"],"crawled":"2026-09-06","profiled":"2026-09-12","indexed":"2026-09-18","hiring_built":"2026-10-27","website_tech":["anthropic","apple","breezy_hr","cloudflare","google_workspace","knowbe4","mailchimp","microsoft_365","microsoft_entra_id","microsoft_intune","powerdmarc","salesforce","smarsh","virtru"],"hiring":{"open":3,"open_postings":3,"new_7d":0,"new_30d":2,"new_90d":3,"closed_30d":0,"countries":["US"]},"hiring_functions":[["customer_service_and_success",1,0],["finance_and_accounting",1,1],["legal_compliance_and_risk",1,1]],"tech_jobs":[{"slug":"microsoft-office","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-09-21","function":"customer_service_and_success","quote":"• Proficiency in accounting software, cloud-based systems, and Microsoft Office Suite (Excel expertise required)","title":"Accountant/Bookkeeper"},{"slug":"microsoft-excel","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-13","function":"finance_and_accounting","quote":"• Proficiency in accounting software, cloud-based systems, and Microsoft Office Suite (Excel expertise required)","title":"Accountant/Bookkeeper"},{"slug":"google-workspace","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-21","function":"customer_service_and_success","quote":"• Strong computer skills, including Salesforce, Microsoft Office Suite, G-Suite","title":"Client Service Asociate"},{"slug":"salesforce","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-09-21","function":"customer_service_and_success","quote":"• Strong computer skills, including Salesforce, Microsoft Office Suite, G-Suite","title":"Client Service Asociate"},{"slug":"docusign","status":"active","confidence":"low","jobs":1,"first_seen":"2026-09-21","function":"customer_service_and_success","quote":"• Bonus Skills: Experience using NetDocs & Docusign","title":"Client Service Asociate"}],"intents":[],"recent_postings":[{"id":845300,"title":"Accountant/Bookkeeper","city":"New York Area","function":"finance_and_accounting","family":"finance_and_accounting/bookkeeping_payables_and_receivables","seniority":"mid","posted":"2026-10-13","url":"https://ritholtz-wealth-management.breezy.hr/p/260c4ab19098-accountant-bookkeeper","tech":["microsoft-office","microsoft-excel"]},{"id":845302,"title":"Compliance Specialist - RIA","city":"","function":"legal_compliance_and_risk","family":"legal_compliance_and_risk/compliance","seniority":null,"posted":"2026-10-06","url":"https://ritholtz-wealth-management.breezy.hr/p/41eba5646791-compliance-specialist-ria","tech":[]},{"id":845301,"title":"Client Service Asociate","city":"Charlotte","function":"customer_service_and_success","family":"customer_service_and_success/customer_service_representation","seniority":"entry","posted":"2026-09-21","url":"https://ritholtz-wealth-management.breezy.hr/p/429a8bc8a979-client-service-asociate","tech":["salesforce","microsoft-office","google-workspace"]}],"ats":"Breezy","similar":[{"domain":"smithhowardwealth.com","name":"Smith + Howard Wealth Management","country":"US","city":"Atlanta","headcount":"201-500","leaf":"wealth_management_general","summary":"Smith + Howard Wealth Management is a wealth management firm that provides investment management, estate planning, financial planning, and tax planning for indi."},{"domain":"amgwealth.com","name":"AMG Financial Group","country":"US","city":null,"headcount":"201-500","leaf":"wealth_management_general","summary":"AMG Financial Group is a wealth management and financial services firm that provides services to both individuals and corporations."},{"domain":"wealthplanfinancial.com","name":"WealthPlan Financial","country":"US","city":"Charlotte","headcount":"51-200","leaf":"independent_financial_advisers","summary":"WealthPlan Financial is a financial services firm that provides financial planning, wealth management, risk management and corporate and business solutions for ."},{"domain":"equitableadvisors.com","name":"Equitable Advisors","country":"US","city":"New York","headcount":"5001-10000","leaf":"independent_financial_advisers","summary":"Equitable Advisors is a wealth management service that provides financial planning, investment advice, and retirement planning for individuals and families, plu."},{"domain":"sucm.com","name":"Sinclair Upton Capital Management","country":"CN","city":"Chengdu","headcount":"51-200","leaf":"wealth_management_general","summary":"Sinclair Upton Capital Management is a wealth management firm that provides investment management and financial planning services."},{"domain":"615wealthmanagement.com","name":"Stifel Wealth Management","country":"US","city":"Nashville","headcount":"11-50","leaf":"wealth_management_general","summary":"Stifel Wealth Management is a wealth management service that provides financial planning, investment advisory, and asset management for clients."}],"similar_scored":563,"customers":null,"as_of":"2026-11-04","updated_at":"2026-11-04","hash":"2ee3261ffa4b924f","index_tier":1}