When was Altfest Personal Wealth Management founded?

Altfest Personal Wealth Management was founded in 1983.

Where is Altfest Personal Wealth Management located?

Altfest Personal Wealth Management is headquartered in New York City, United States.

Who is the current CEO of Altfest Personal Wealth Management?

Lewis Altfest of Altfest Personal Wealth Management.

How many employees does Altfest Personal Wealth Management have?

As of Jul 31, 2026, the latest employee count at Altfest Personal Wealth Management is 60.

Where does Altfest Personal Wealth Management rank among its competitors?

Altfest Personal Wealth Management ranks 413th amongst 10874 active competitors, of which 289 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1M in Aug, 2026.

Who are the top competitors of Altfest Personal Wealth Management?

Altfest Personal Wealth Management's top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2026.

Altfest Personal Wealth Management - 2026 Company Profile, Team & Competitors

Altfest Personal Wealth Management is an unfunded company based in New York City (United States), founded in 1983. It operates as a Provider of wealth management and financial planning services. Altfest Personal Wealth Management has not raised any funding yet. The company has 10874 active competitors, including 289 funded and 1013 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.

Company Details

Website: www.altfest.com/
Social
Email ID: *****@altfest.com
Phone Number: +1 **********

Key Metrics

Founded Year

1983

Location

New York City, United States

Stage

Unfunded

Ranked

413^th among 10874 active competitors

Employee Count

60 as on Jul 31, 2026

Similar Companies

Fidelity Investments & 33671 more

View Altfest Personal Wealth Management's full profile

Altfest Personal Wealth Management has not raised any funding rounds yet.

Altfest Personal Wealth Management's employee count trend

Altfest Personal Wealth Management has 60 employees as of Jul 26. Here is Altfest Personal Wealth Management's employee count trend over the years:

Employee count trend for Altfest Personal Wealth Management

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Top competitors of Altfest Personal Wealth Management include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Altfest Personal Wealth Management, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	79/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	78/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
8th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	71/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
413th	Altfest Personal Wealth Management 1983, New York City (United States), Unfunded	Provider of wealth management and financial planning services	-	-	43/100