Company Overview
- Website
- privateocean.com
- Phone
- (415) 526-2900
- Employees
- 21
- Founded in
- 2009
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$11B
Recent News & Media
Florida Oceans and Coastal Council
- Feb 3, 2023
- floridadep.gov
San Rafael wealth management firm acquired by East Coast company
- May 6, 2022
- northbaybusinessjournal.com
Atairos $580 million take private of Ocean Outdoor
- May 3, 2022
- davispolk.com
NFP’s Wealthspire Acquires Private Ocean
- Nov 22, 2021
- planadviser.com
Forgoing 'crazy' offers, Greg Friedman is -- yes, surprisingly -- selling 100% of Private Ocean to a roll-up that is part old Bronfman Rothschild and part NFP-owned Sontag Advisory
- Nov 22, 2021
- riabiz.com
Wealthspire acquires $2.7 billion Private Ocean
- Nov 22, 2021
- investmentnews.com
Company Leadership
Private Ocean Industry Tags
wealth management
financial management
financial planning
Financial Services
Financial Advisory Services
Private Ocean Tech Stack
JavaScript
HTML
PHP
Companies Similar to Private Ocean
Analyze industry trends and opportunities by examining competitors and companies comparable to Private Ocean, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 11M | 29 | Plano, TX | 2010 | |
| 11M | 74 | New York, NY | 1983 | |
| 11M | 5 | Knoxville, TN | 1982 |
FAQ
What is the location of Private Ocean's headquarters?
The headquarters of Private Ocean are situated at 100 Smith Ranch Road Suite 300, San Rafael CA
What is Private Ocean's phone number?
Private Ocean's contact number is (415) 526-2900.
What is Private Ocean's official website?
The official website of Private Ocean can be found at privateocean.com.
What is Private Ocean's current revenue?
As of January 2018, Private Ocean's annual revenue reached $11B.
How many employees does Private Ocean currently have?
Private Ocean employs approximately 21+ people as of January 2018
Which industries is Private Ocean primarily operating in?
Private Ocean operates in the following industries: Finance, Credit
Who is the Director of Client Services & Principal of Private Ocean?
Private Ocean's Director of Client Services & Principal is Suzanne Williamson
What are Private Ocean's industry tags?
Private Ocean's industry tags include: wealth management, financial management, financial planning
When was Private Ocean founded?
Private Ocean was founded in 2009.