Schechter logo — Knowledge creates opportunity.

Schechter

Knowledge creates opportunity.

Founded 1939 United States Birmingham, United States 72 employees Financial Services, Insurance +1

General Information

Company Name Schechter
Founded Year 1939
Location United States Birmingham, United States +1
Employees 72
Industries Financial Services, Insurance, Banking
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About Schechter

Schechter is a third-generation financial services firm with the slogan "Knowledge creates opportunity." Based in Birmingham, MI, the company advises wealthy families on various financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession, and charitable giving. Being an independent firm, Schechter is not tied to any bank or advisory platform, allowing them to select investment opportunities they believe can help their high-net-worth clients achieve their long-term goals. The company employs a team of investment specialists, estate planning attorneys, tax experts, and financial planners spread across the country.

Founded in 1939, Schechter operates in the Financial Services, Insurance, and Banking industries, with its headquarters in the United States. While specific details regarding the last investment and the involved investors are currently not available, the company’s extensive range of financial services and its long-standing presence in the industry reflect its potential to attract interest from venture capitalists seeking investment opportunities in the financial sector.

Taxonomy: wealth advisory, investment management, estate planning, tax planning, charitable giving, alternative investments, private capital, business succession, high-net-worth clients, boutique firm, investment advisory, life insurance planning

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FAQ About Schechter

Knowledge creates opportunity.
Schechter was founded in 1939.
Schechter is headquartered in Birmingham, United States.
Schechter operates in the following industries: Financial Services, Insurance, Banking.
Schechter has approximately 72 employees.
Top alternatives and competitors to Schechter include The Northwestern Mutual Life Insurance Company, Campbell Capital Management, Reliance Wealth Management, Lone Peak Advisers, Heron Wealth dba Wealthspire Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Schechter and The Northwestern Mutual Life Insurance Company are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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