Insights

Strong Revenue Base Jaffe Tilchin Wealth Management generates a substantial revenue range of 100 million to 250 million dollars, indicating a solid client footprint and potential capacity for expanding financial services and investment offerings.

Active Investment Strategy The company's recent substantial investments, including stakes in Baker Hughes and iShares Floating Rate Bond ETF, demonstrate a focus on diversified and strategic asset allocation, presenting opportunities for tailored investment products.

Boutique Focus As a boutique private wealth management firm, Jaffe Tilchin emphasizes personalized service and client success, ideal for offering specialized Advisory services, cross-selling premium financial solutions, or advanced risk management tools.

Technology Utilization Utilizing modern tech stacks such as Google Tag Manager, HTTP/3, and MySQL indicates a digitally savvy firm open to innovative financial technologies and platform integrations for enhanced client experiences.

Market Positioning With an employee base of up to 200 and revenue comparable to industry leaders, Jaffe Tilchin is well-positioned for strategic partnerships and collaborative opportunities with larger financial institutions seeking boutique service collaborations.

Jaffe Tilchin Wealth Management Tech Stack

Jaffe Tilchin Wealth Management uses 8 technology products and services including RSS, Open Graph, oEmbed, and more. Explore Jaffe Tilchin Wealth Management's tech stack below.

  • RSS
    Content Management System
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • Microsoft 365
    Email
  • Microsoft
    Miscellaneous
  • Microsoft Office
    Office Suites
  • Piwik
    System Analytics & Monitoring
  • YouTube
    Video Players

Jaffe Tilchin Wealth Management's Email Address Formats

Jaffe Tilchin Wealth Management uses at least 1 format(s):
Jaffe Tilchin Wealth Management Email FormatsExamplePercentage
First@jaffetilchin.comJohn@jaffetilchin.com
52%
FLast@jaffetilchin.comJDoe@jaffetilchin.com
36%
First.Last@jaffetilchin.comJohn.Doe@jaffetilchin.com
8%
Last@jaffetilchin.comDoe@jaffetilchin.com
4%

Frequently Asked Questions

Where is Jaffe Tilchin Wealth Management's headquarters located?

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Jaffe Tilchin Wealth Management's main headquarters is located at 15350 North Florida Avenue Tampa, Florida 33613 United States. The company has employees across 1 continents, including North America.

What is Jaffe Tilchin Wealth Management's phone number?

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You can contact Jaffe Tilchin Wealth Management's main corporate office by phone at . 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 Jaffe Tilchin Wealth Management's official website and social media links?

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Jaffe Tilchin Wealth Management's official website is jaffetilchin.com and has social profiles on LinkedIn.

What is Jaffe Tilchin Wealth Management's NAICS code?

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Jaffe Tilchin Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Jaffe Tilchin Wealth Management have currently?

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As of June 2026, Jaffe Tilchin Wealth Management has approximately 59 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: S. J.Chief Compliance Officer: R. J.President: E. J.. Explore Jaffe Tilchin Wealth Management's employee directory with LeadIQ.

What industry does Jaffe Tilchin Wealth Management belong to?

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Jaffe Tilchin Wealth Management operates in the Investment Management industry.

What technology does Jaffe Tilchin Wealth Management use?

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Jaffe Tilchin Wealth Management's tech stack includes RSSOpen GraphoEmbedMicrosoft 365MicrosoftMicrosoft OfficePiwikYouTube.

What is Jaffe Tilchin Wealth Management's email format?

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Jaffe Tilchin Wealth Management's email format typically follows the pattern of First@jaffetilchin.com. Find more Jaffe Tilchin Wealth Management email formats with LeadIQ.

When was Jaffe Tilchin Wealth Management founded?

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Jaffe Tilchin Wealth Management was founded in 1994.

Jaffe Tilchin Wealth Management

Investment ManagementFlorida, United States51-200 Employees

Jaffe Tilchin Wealth Management has assembled a team of Professionals who are dedicated to helping our clients in the areas of Investment and Risk Management. We are a boutique private wealth management firm that is passionately committed to our clients success.

Securities offered through Comprehensive Asset Management and Servicing Inc. (CAMAS), 1-800-637-3211. Member FINRA/SIPC/MSRB - Advisory services offered through Jaffe Tilchin Investment Partners, LLC. - Jaffe Tilchin Investment Partners, LLC is independent of CAMAS.

Section iconCompany Overview

Headquarters
15350 North Florida Avenue Tampa, Florida 33613 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1994
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Jaffe Tilchin Wealth Management's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Jaffe Tilchin Wealth Management's revenue is estimated to be in the range of $100M$250M

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