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Insights

Growing Market Presence Bernstein Private Wealth Management is actively expanding its footprint with recent hires, such as managing director Cecily Bolding in Dallas, indicating a strategic focus on growth in key regional markets and opportunities to offer tailored financial solutions to high-net-worth clients.

Recognition & Industry Leadership The company's accolades, including being named Best Broker-Dealer for ultrahigh-net-worth services at the 2025 WealthManagement.com Industry Awards, position Bernstein as a leading provider in premium wealth management, opening avenues for premium service partnerships and bespoke investment offerings.

Client Experience Focus Bernstein emphasizes comprehensive client support beyond traditional wealth management by leveraging innovative research and sophisticated modeling—creating opportunities to introduce advanced financial planning tools and customized solutions for their clientele.

Strategic Event Engagement Active participation in high-profile industry forums and conferences, such as the Society for Trusts & Estate Practitioners and Healthcare Forums, signals openness to strategic partnerships and networking with specialized professionals for cross-referrals and targeted service offerings.

Technological Foundations Utilizing a modern tech stack that includes Google Fonts API, Brightcove, and PWA indicates a commitment to digital innovation, providing potential sales opportunities for software solutions, digital marketing tools, and cybersecurity services tailored for financial firms.

Bernstein Private Wealth Management Tech Stack

Bernstein Private Wealth Management uses 8 technology products and services including Ruxit, Google Fonts API, Microsoft, and more. Explore Bernstein Private Wealth Management's tech stack below.

  • Ruxit
    Analytics
  • Google Fonts API
    Font Scripts
  • Microsoft
    Miscellaneous
  • PWA
    Miscellaneous
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Brightcove
    Video Players
  • X-UA-Compatible
    Web Tools And Plugins

Media & News

Bernstein Private Wealth Management's Email Address Formats

Bernstein Private Wealth Management uses at least 1 format(s):
Bernstein Private Wealth Management Email FormatsExamplePercentage
First.Last@bernstein.comJohn.Doe@bernstein.com
94%
LastF@bernstein.comDoeJ@bernstein.com
4%
Last.First@bernstein.comDoe.John@bernstein.com
1%
LastFi@bernstein.comDoeJo@bernstein.com
1%

Frequently Asked Questions

Where is Bernstein Private Wealth Management's headquarters located?

Minus sign iconPlus sign iconBernstein Private Wealth Management's main headquarters is located at 1345 Avenue of The Americas New York, New York 10105 United States. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is Bernstein Private Wealth Management's phone number?

Minus sign iconPlus sign icon You can contact Bernstein Private Wealth Management's main corporate office by phone at
+1-212-486-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bernstein Private Wealth Management's official website and social media links?

Minus sign iconPlus sign iconBernstein Private Wealth Management's official website is bernstein.com and has social profiles on LinkedIn.

How much revenue does Bernstein Private Wealth Management generate?

Minus sign iconPlus sign icon As of February 2026, Bernstein Private Wealth Management's annual revenue is estimated to be $5B.

What is Bernstein Private Wealth Management's SIC code NAICS code?

Minus sign iconPlus sign iconBernstein Private Wealth Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Bernstein Private Wealth Management have currently?

Minus sign iconPlus sign iconAs of February 2026, Bernstein Private Wealth Management has approximately 903 employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: H. F.Cio Uk & European Equities: A. L.Coo, Ab Arya: J. S.. Explore Bernstein Private Wealth Management's employee directory with LeadIQ.

What industry does Bernstein Private Wealth Management belong to?

Minus sign iconPlus sign iconBernstein Private Wealth Management operates in the Financial Services industry.

What technology does Bernstein Private Wealth Management use?

Minus sign iconPlus sign iconBernstein Private Wealth Management's tech stack includes RuxitGoogle Fonts APIMicrosoftPWAHSTSGoogle Tag ManagerBrightcoveX-UA-Compatible.

What is Bernstein Private Wealth Management's email format?

Minus sign iconPlus sign iconBernstein Private Wealth Management's email format typically follows the pattern of First.Last@bernstein.com. Find more Bernstein Private Wealth Management email formats with LeadIQ.

When was Bernstein Private Wealth Management founded?

Minus sign iconPlus sign iconBernstein Private Wealth Management was founded in 1967.

Bernstein Private Wealth Management

Financial ServicesNew York, United States501-1000 Employees

We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide our clients and communities to achieve a more meaningful future.

AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.

Section iconCompany Overview

Headquarters
1345 Avenue of The Americas New York, New York 10105 United States
Phone number
+1-212-486-****
Website
bernstein.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1967
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $1B$10B

    Bernstein Private Wealth Management's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Bernstein Private Wealth Management's revenue is estimated to be in the range of $1B$10B

Company Leadership

  • Stylized image of a person
    H. F.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. L.
    Cio Uk & European Equities
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Coo, Ab Arya
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. T.
    Chief Talent Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. B.
    Chief Operating Officer Insurance Emea
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    B. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. A.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Founder And President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    Co-Chief Information Officer And Director Of Reseaa�
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Broker/Owner
    Phone icon
    Mobile Phone

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