What departments does Blue Square Wealth have?

Blue Square Wealth has employees across 2 departments including Legal, Marketing.

What is the largest department at Blue Square Wealth?

The largest department at Blue Square Wealth is Legal with 1 employees.

Where are Blue Square Wealth employees located globally?

Blue Square Wealth has employees across 2 continents and 2 countries including Switzerland, United States Of America.

How has Blue Square Wealth's team size changed over time?

Blue Square Wealth's team has grown from approximately 8 to 9 employees based on available data.

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Blue Square Wealth Employee Directory

Investment ManagementNew York, United States11-50 Employees

Blue Square Wealth is an independent wealth management practice based in New York, focused on protecting and growing client capital through a proprietary and systematic investing approach. The firm aims to help clients navigate market volatility and pursue long-term goals with greater comfort and confidence than traditional methods. Serving a small team, Blue Square positions itself within the investment management industry by offering a disciplined framework to address clients’ financial needs and objectives. The company’s base in New York situates it in a major financial hub, underscoring its emphasis on tailored asset management services for individuals seeking structured investment guidance.

Blue Square Wealth Global Highlights

North America
10

United States Of America
10

Europe
1

Switzerland
1

Blue Square Wealth's Leadership

A. J.
Chief Compliance Officer
Mobile Phone
Email
E. L.
Head Of Business Development And Marketing
Mobile Phone
Email
F. D.
Director, Private Client Group
Mobile Phone
Email

Blue Square Wealth Employee Metrics

100%

50%

2026

2025

Banking
Business Development
Accounting
Administrative
Analytics
Other

Contact profiles from Blue Square Wealth

Name

Title

Contact Info

Location

Last Update

A. J.
Chief Compliance Officer
Mobile Phone
Email
Oct 17, 2024
E. L.
Head Of Business Development And Marketing
Mobile Phone
Email
Jun 28, 2026
F. D.
Director, Private Client Group
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Blue Square Wealth known for?

Blue Square Wealth was founded in 2017 operates in the Investment Management industry. Explore Blue Square Wealth's company overview page for more information.

What is Blue Square Wealth's most common email format?

Blue Square Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Square Wealth email formats with LeadIQ.

How many employees does Blue Square Wealth have currently?

Blue Square Wealth has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Blue Square Wealth's key employees and leadership?

As of July 2026, Blue Square Wealth's key employees include:

Chief Compliance Officer: A. J.
Head Of Business Development And Marketing: E. L.
Director, Private Client Group: F. D.

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Blue Square Wealth Employee Directory

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