Ostrom Financial
Providing wealth and philanthropy advisory, investment management, and business services
6 employees · est. 2021 · New York, United States
PKB Private Bank
Swiss banking group backed by family capital at the service of private wealth
161 employees · est. 1958 · Lugano, Switzerland
PKB Private Bank is the older company (2021 vs 1958); PKB Private Bank is the larger of the two.
Side-by-Side Comparison
| Metric | Ostrom Financial | PKB Private Bank |
|---|---|---|
| Founded | ||
| Founded | 2021 | 1958 older |
| Headquarters | ||
| Headquarters | New York, United States | Lugano, Switzerland |
| Employees | ||
| Employees | 6 | 161 larger |
| Industry | ||
| Industry | Financial Services, Wealth Management | Finance, Financial Services, Banking |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Advisory, Philanthropy Advisory, Investment Management, Asset Allocation, Portfolio Management, Trust And Estate Planning, Charitable Giving, Philanthropy Program Management, Private Funds, SPV Investment Vehicles, Capital Market Funds, Venture Capital Funds, Management Consulting, Investment Banking, Business Consulting | Private Banking, Wealth Management, Family Office Services, Entrepreneur Services, Corporate Banking, Capital Markets, Financial Advisory, Wealth Planning, Specialized Investment Solutions, Boutique Private Banking, Art Investment, International Banking, Specialized Financial Planning |
| Website | ||
| Website | ostromfinancial.com | pkb.ch |
About Ostrom Financial
Ostrom Financial provides wealth advisory, philanthropy advisory, investment management, and business services to ultra-high net worth individuals and family offices. The wealth advisory team supports and guides wealthy individuals and family offices in asset allocation, portfolio management, trust...
About PKB Private Bank
PKB Private Bank is an international family-owned Swiss banking group founded in 1958 and specializing in Private Banking. With a capital ratio of 28.5% as of year-end 2022, the bank manages assets of CHF 12 billion and has over 460 employees, including more than 200 specialists in financial advisor...
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Funding, hiring, leadership and stack changes at Ostrom Financial and PKB Private Bank — by email.
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Compiled from the BounceWatch company index. We last looked at Ostrom Financial on 11 Nov 2024, and PKB Private Bank on 17 Nov 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
