Shufro Rose
Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first.
28 employees · est. 1938 · New York, United States
Evelyn Partners
Placing the power of good advice into more hands
3493 employees · est. 1968 · London, United Kingdom
Shufro Rose is the older company (1938 vs 1968); Evelyn Partners is the larger of the two.
Side-by-Side Comparison
| Metric | Shufro Rose | Evelyn Partners |
|---|---|---|
| Founded | ||
| Founded | 1938 older | 1968 |
| Headquarters | ||
| Headquarters | New York, United States | London, United Kingdom |
| Employees | ||
| Employees | 28 | 3493 larger |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Finance, Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Private Equity |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 1 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Financial Planning, Estate Planning, Tax Planning, Retirement Planning, Client-focused, Customized Financial Solutions, Multi-generational Advising, Talented Team, Thoughtful Financial Advice, Creative Solutions, Personalized Services, Long-standing Experience, Family-focused | Financial Planning, Investment Management, Online Investment Platform, Financial Advisory Services, UK Investment Group, Heritage, Trustworthy, Private Investors, Charities, Professional Intermediaries, Mayfair, London, Client-focused, Employee-focused |
| Website | ||
| Website | shufrorose.com | evelyn.com |
About Shufro Rose
Shufro Rose is a financial services startup that has been providing Wealth Management Services, Customized Financial Planning, Estate Planning, Tax Planning, Retirement Planning, and Risk Management Services for over 80 years. With a focus on putting clients first, the company has advised the fourth...
About Evelyn Partners
Towry Holdings has recently rebranded itself as Evelyn Partners, with a new focus on its vision and offerings. The company, initially founded in 1968, operates in the finance, financial services, and wealth management industries, with its headquarters located in the United Kingdom. The latest signif...
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Funding, hiring, leadership and stack changes at Shufro Rose and Evelyn Partners — by email.
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Compiled from the BounceWatch company index. We last looked at Shufro Rose on 14 Sep 2024, and Evelyn Partners on 12 Sep 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.
