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BNY Mellon Wealth Management

BNY Mellon Wealth Management


BNY Mellon Wealth Management's financial review

BNY Mellon Wealth Management's Revenue (Yearly)

1B

Employees

1,300

Total Funding

500M

Last Funding Round

500M


BNY Mellon Wealth Management information

BNY Mellon Wealth Management is one of the nation's top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. We believe that preserving wealth is just as important as c...
BNY Mellon Wealth Management is one of the nation's top 10 wealth managers. Combining the strengths of a global financial leader with the care and commitment of a small firm, we draw upon leadership in all wealth management disciplines, offering an extensive range of resources that are customized to serve the unique needs of each client. We believe that preserving wealth is just as important as creating it. That's why we bring exceptional knowledge and innovative wealth management solutions to high net worth individuals, family offices, planned giving programs, endowments and foundations. Our practice of applying expert capabilities consistently for each client's individual circumstance has resulted in a high level of client satisfaction and enduring relationships that span market cycles and generations.*BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.

BNY Mellon Wealth Management industries

Wealth management
Investment management
Wealth
Estate planning

BNY Mellon Wealth Management's financial review

BNY Mellon Wealth Management's Revenue (Yearly)

1B

Employees

1,300

Total Funding

500M

Last Funding Round

500M

Technologies

Content Delivery Networks
Domain Name Services
Hosting
Content Delivery Networks
Customer Relationship Management
Domain Name Services

Notable Alumni

Aditi Kulkarni
Associate, Alternative Investments
Goldman Sachs
Aditya Agarwal
AWS Finance operations Lead
Amazon Web Services (AWS)
Alex Raffol
Managing Director of Investments
The 1911 Trust Company, LLC
Alicia Atchison
Sr. Operations Coordinator
UGI Energy Services

Employees

Senior Associate, Wealth Manager
President
Head of Investment Strategy and Equity Advisory Solutions
Client Services Supervisor
Senior Vice President, Senior Client Strategist

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