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Bronfman Rothschild - About the company
Bronfman Rothschild is an acquired company based in Madison (United States), founded in 1997 by Lynn Forester De Rothschild. It operates as a Wealth management company. The company has 1899 active competitors, including 47 funded and 278 that have exited. Its top competitors include companies like Focus Financial Partners, Alera Group and Raymond James.
Company Details
- Website
- belr.com
- Social
- Email ID
- *****@belr.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
1997
Location
Madison, United States
Stage
Acquired
Investors
Ranked
311th among 1899 active competitors
Investment & Acquisitions
Exit Details
Acquired by NFP (Mar 26, 2019)
Bronfman Rothschild's acquisition details
Bronfman Rothschild got acquired by NFP on Mar 26, 2019.
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Bronfman Rothschild's funding and investors
Bronfman Rothschild is a funded company. Bronfman Rothschild has 1 institutional investor.
View details of Bronfman Rothschild's funding rounds and investors
Bronfman Rothschild's founders and board of directors
Founder? Claim ProfileThe founders of Bronfman Rothschild is Lynn Forester De Rothschild. Lynn Forester De Rothschild is the CEO of Bronfman Rothschild.
Here are the details of Bronfman Rothschild's key team members:
- Lynn Forester De Rothschild: Co-Founder & CEO of Bronfman Rothschild. Contact Info: 1 email address
View details of Bronfman Rothschild's Founder profiles and Board Members
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Bronfman Rothschild's Competitors and alternates
Top competitors of Bronfman Rothschild include Focus Financial Partners, Alera Group and Raymond James. Here is the list of Top 10 competitors of Bronfman Rothschild, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
2nd |  Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 71/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 67/100 |
4th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 65/100 | |
5th | Creative Planning 1983, Overland Park (United States), Late Stage | Provider of wealth management services | $15.7M | 64/100 | |
6th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 63/100 | |
7th | Full-service investment banking firm | - | 61/100 | ||
8th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 61/100 |
9th | High Tower 2008, Chicago (United States), Series E | Provider of wealth management services | $129M | 59/100 | |
10th | Ballentine Partners 1984, Waltham (United States), Series B | Independent wealth management firm | $18M | - | 58/100 |
311th | _1554458117177.png?devicePixelRatio=2&height=30&width=30){kind=logo} Bronfman Rothschild 1997, Madison (United States), Acquired | Wealth management company | - | 34/100 |
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!Looking for more details on Bronfman Rothschild's competitors? Click here to see the top ones
Bronfman Rothschild's Investments and acquisitions
Bronfman Rothschild has acquired TriCapital Advisors. Bronfman Rothschild has not made any investments as of now.Reports related to Bronfman Rothschild
Here is the latest report on Bronfman Rothschild's sector:
News related to Bronfman Rothschild
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Sontag Advisory and Bronfman Rothschild Combine to Launch Wealthspire AdvisorsPRWeb•Oct 30, 2019•Sontag Advisory, Bronfman Rothschild, Wealthspire
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Bronfman Rothschild Announces Close of Acquisition by NFP's Sontag AdvisoryBusiness PR News•May 02, 2019•Bronfman Rothschild, Sontag Advisory
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Glen Macdonald to Moderate Panel at Annual Opal Impact Investment ForumBusiness PR News•Mar 28, 2019•Bronfman Rothschild
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Winchester Homes, Bronfman Rothschild Sign Leases at Foulger-Pratt's Park PotomacCitybizlist•Sep 04, 2018•Transwestern, , Bronfman Rothschild, Foulger-Pratt
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Bronfman Rothschild Plan Advisors and Client Recognized in a PSCA Signature AwardBusiness PR News•May 03, 2018•Bronfman Rothschild
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Dmitriy Katsnelson Named Chief Investment Officer of Bronfman RothschildBusiness PR News•Jan 18, 2018•Bronfman Rothschild
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Team of Philadelphia Advisors Joins Bronfman RothschildBusiness PR News•Nov 14, 2017•Bronfman Rothschild
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