Americana Partners

Q: What is Americana Partners's company size?

Americana partners has 11 - 50 people working.

Financial Services

Specialities :

Investments

Investment advisory services

Financial planning

And wealth management

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging. Offering financial planning and investment management services, we proactively connect our clients to each other and to people in our personal and professional network. This strategic connectivity creates distinct investment opportunities, including private placements and club deals, where our clients can co-invest with peer-group families, who share similar goals for their lifestyle and legacy aspirations. Americana Partners is a member of the Dynasty Financial Partners network, one of the industrys pre-eminent advisor platforms. Through Dynasty, we have access to a full array of capital markets and investment banking capabilities, including research, institutional grade technol...

Contact Information

Houston , Texas , United States

americanapartners.com

Americana Partners Org Chart

Employees

Total Employees:
40

Top Contacts:
1

C-Level 0	VP - Level-
Director-	Manager1
Others40

Employees Working At Americana Partners

Robert Wellington

Managing Director Founding Partner

Janel Lyan

Associate Private Wealth Services

Chad CIMA

Senior Vice President Private Wealth Advisory

Bobby Stillwell

Chief Financial Officer Financial Advisor

Benjamin Athens

Vice President

Americana Partners Email Formats

Structure	Email Format
<f><last>@	Smith@americanapartners.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Austin, TX	hoc, audit, compliance, risk, billing, security, performance reporting, operations, procedure
Billing	Austin, TX	hoc, audit, compliance, risk, billing, security, performance reporting, operations, procedure
Compliance	Austin, TX	hoc, audit, compliance, risk, billing, security, performance reporting, operations, procedure
Content Writing	Austin, TX	hoc, audit, compliance, risk, billing, security, performance reporting, operations, procedure
Digital Transformation	Austin, TX	hoc, audit, compliance, risk, billing, security, performance reporting, operations, procedure

Trigger

Tech Stack Used By Americana Partners

A quick view of products employed by Americana Partners

Amazon connect

Google analytics

Access

List of technologies used by Americana Partners

Audit

Billing

Compliance

Operations

Performance reporting

Languages Used By Americana Partners

Hoc

Jobs at Americana Partners

Hiring 2024-09-16 08:05:47

Investment Operations Analyst

Austin, TX

Investment Operations Analyst Dallas/Houston/Austin LocationFull Time PositionAmericana Partners...

Frequently Asked Questions About Americana Partners

What does Americana partners do?+

What are Americana partners's specialties? +

Investments,investment advisory services,financial planning,and wealth management

What is Americana partners's industry? +

Americana partners operates in the Financial services industry.

What is Americana partners's revenue? +

Americana partners's revenue is 11m - 100m

What is Americana partners's company size? +

Americana partners has 11 - 50 employees.

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