New Vernon Wealth Management - About the company
New Vernon Wealth Management is an unfunded company based in Highland Park (United States), founded in 1972 by Nathan Shapiro. It operates as a Provider of wealth management services. New Vernon Wealth Management has not raised any funding yet. The company has 4464 active competitors, including 70 funded and 434 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
- Website
- www.newvernonwealth.com/
- Email ID
- *****@nv-wm.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
1972
Location
Highland Park, United States
Stage
Unfunded
Ranked
636th among 4464 active competitors
Employee Count
2 as on Jul 31, 2026
Similar Companies
Sign up to download New Vernon Wealth Management's company profile
New Vernon Wealth Management's funding and investors
New Vernon Wealth Management has not raised any funding rounds yet.
New Vernon Wealth Management's founders and board of directors
Founder? Claim ProfileThe founders of New Vernon Wealth Management is Nathan Shapiro. Daniel Shapiro is the CEO of New Vernon Wealth Management.
Here are the details of New Vernon Wealth Management's key team members:
- Nathan Shapiro: Founder of New Vernon Wealth Management and founder of 1 other company.
- Daniel Shapiro: CEO of New Vernon Wealth Management.
New Vernon Wealth Management's employee count trend
New Vernon Wealth Management has 2 employees as of Jul 26. Here is New Vernon Wealth Management's employee count trend over the years:
Uncover New Vernon Wealth Management's growth story! Sign up today!
Access Tracxn on any website
Install Tracxn ExtensionOur Google Chrome extension lets you view company details while browsing their websites
New Vernon Wealth Management's Competitors and alternates
Top competitors of New Vernon Wealth Management include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of New Vernon Wealth Management, ranked by Tracxn score:
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!
Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 73/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 69/100 |
4th | LPL Financial 1989, San Diego (United States), Acquired | Stock brokerage firm | - | 68/100 | |
5th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 66/100 | |
6th |  Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 65/100 | |
7th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
8th | Provider of software, data, analytics, and related services for financial institutions | - | 63/100 | ||
9th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 62/100 | |
10th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 62/100 | |
636th |  New Vernon Wealth Management 1972, Highland Park (United States), Unfunded | Provider of wealth management services | - | - | 26/100 |
_1554185494842.png?devicePixelRatio=2&height=30&width=30){kind=logo}
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!Looking for more details on New Vernon Wealth Management's competitors? Click here to see the top ones
New Vernon Wealth Management's Investments and acquisitions
New Vernon Wealth Management has not made any acquisitions yet. New Vernon Wealth Management has made 9 investments.Here is the list of latest three $investments:
Filter this list
Filter this listDate of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Jul 08, 2008 | Investments | 2006 | Mumbai (India) | |
Jul 31, 2007 | Investments | 1985 | Chennai (India) | |
Mar 14, 2007 | Investments | 2006 | Mumbai (India) |
Want to know more about where corporates are investing? Sign up today!See all investments by New Vernon Wealth Management
Reports related to New Vernon Wealth Management
Here is the latest report on New Vernon Wealth Management's sector:
News related to New Vernon Wealth Management
Filter this list•
•
•
•
•
•
•
•
•
•
Get curated news about company updates, funding rounds, M&A deals and others. Sign up today!Are you a Founder ?
FAQs about New Vernon Wealth Management
Explore our recently published companies
- CERT & Shree Ram Group Of Institutions , Meerut - India based, 1999 founded, Unfunded company
- Al Marja - Saudi Arabia based, Unfunded company
- Albatoul Group - Jeddah based, 1985 founded, Unfunded company
- Aqarek - Saudi Arabia based, Unfunded company
- Nour T. Beydoun - Saudi Arabia based, 1991 founded, Unfunded company
- BSIT - Saudi Arabia based, 2023 founded, Unfunded company
