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Company · Wealth management general

Ritholtz Wealth Management

As of 4 November 2026, Ritholtz Wealth Management has 3 open roles (2 new in 30 days), its customer service & success team is hiring most, and its postings name Microsoft Office, Microsoft Excel and Google Workspace as the tools the team works in.

As of 4 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

New York, United States51-200 employees10M-50M revenue, est.B2Critholtzwealth.com ↗LinkedIn ↗
Headquarters
New York, New York, United States
Employees
51-200 employees (linkedin)
Sells to
individuals, multi-family offices, individual investors
Certifications on site
Site languages
EN
Career system
Breezy
3open roles · 2 new in 30 days
5tools named in postings
United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Ritholtz Wealth Management in one screen

Read from ritholtzwealth.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Ritholtz Wealth Management does

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.

goal-based financial planningestate planningtax consultinginsurance servicesinvestment managementbookkeeping and bill pay
Whom it sells to

Named on the site: individuals, multi-family offices, individual investors.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 563 scored.

Smith + Howard Wealth ManagementUnited States · 201-500 employeesAMG Financial GroupUnited States · 201-500 employeesWealthPlan FinancialUnited States · 51-200 employeesEquitable AdvisorsUnited States · 5001-10000 employeesSinclair Upton Capital ManagementChina · 51-200 employeesStifel Wealth ManagementUnited States · 11-50 employees
03Tech stack, with the evidence

What Ritholtz Wealth Management says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Microsoft OfficeCustomer service & success · medium confidence · 2 postings
• Proficiency in accounting software, cloud-based systems, and Microsoft Office Suite (Excel expertise required)
Accountant/Bookkeeper · first seen 2026-09-21
Microsoft ExcelFinance & accounting · medium confidence · 1 posting
• Proficiency in accounting software, cloud-based systems, and Microsoft Office Suite (Excel expertise required)
Accountant/Bookkeeper · first seen 2026-10-13
Google WorkspaceCustomer service & success · medium confidence · 1 posting
• Strong computer skills, including Salesforce, Microsoft Office Suite, G-Suite
Client Service Asociate · first seen 2026-09-21
SalesforceCustomer service & success · medium confidence · 1 posting
• Strong computer skills, including Salesforce, Microsoft Office Suite, G-Suite
Client Service Asociate · first seen 2026-09-21
DocuSignCustomer service & success · low confidence · 1 posting
• Bonus Skills: Experience using NetDocs & Docusign
Client Service Asociate · first seen 2026-09-21
On the website or in DNS

Vendors whose code loads on ritholtzwealth.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04Hiring

3 open roles, 3 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring customer service & success in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Ritholtz Wealth Management, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Ritholtz Wealth Management to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Ritholtz Wealth Management

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 563 scored.

Smith + Howard Wealth ManagementWealth management general · United States201-500 employees
AMG Financial GroupWealth management general · United States201-500 employees
WealthPlan FinancialIndependent financial advisers · United States51-200 employees
Equitable AdvisorsIndependent financial advisers · United States5001-10000 employees
Sinclair Upton Capital ManagementWealth management general · China51-200 employees
Stifel Wealth ManagementWealth management general · United States11-50 employees
07Profile

From the company's own website

Legal nameRitholtz Wealth Management
IndustryBusiness & finance services · Wealth management general
Offeringsgoal-based financial planning · estate planning · tax consulting · insurance services · investment management · bookkeeping and bill pay
Target customersindividuals · multi-family offices · individual investors
Geographic scopeunknown · also Canada
Reviews found
Public contact points0 role addresses · 0 phone numbers
Pages readpricing, team, home, contact, services
Datescrawled 2026-09-06 · profiled 2026-09-12 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Ritholtz Wealth Management (New York, United States, 51-200 employees) has 3 open roles, 2 new in 30 days, and names 5 tools in its postings. (Breaknorm, 4 November 2026, https://breaknorm.co/company/ritholtzwealth.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from ritholtzwealth.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Breezy career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Ritholtz Wealth Management: questions

Does Ritholtz Wealth Management use Microsoft Office?

Yes, by the company's own words: 2 postings name it, first seen 2026-09-21, in the customer service & success team.

Is Ritholtz Wealth Management hiring?

3 open roles as of 4 November 2026, 2 opened in the last 30 days and 0 closed. The largest team hiring is customer service & success.

Where does this profile come from?

From ritholtzwealth.com itself: we crawled it on 2026-09-06, built the profile on 2026-09-12, and read its career site (Breezy) hourly since. Headcount is from LinkedIn.

Who should I write to at Ritholtz Wealth Management?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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