Insights

Strong Industry Recognition Tolleson Wealth Management has received multiple awards and recognitions, including being named a Top Wealth Manager by D Magazine and recognized as a top RIA. This indicates a reputable brand presence which can be leveraged for premium service offerings or new high-net-worth clients seeking distinguished financial management.

Community Engagement Focus The firm’s recent honor at the American Bankers Association Foundation Community Commitment Awards highlights its commitment to community work, suggesting potential for partnerships in philanthropic financial services, charitable giving planning, or community-focused investment products.

Expansion of Leadership Recent appointments to its board of directors, including senior investment and leadership roles, suggest active growth and strategic focus. This presents opportunities to introduce innovative financial solutions that cater to their evolving leadership and wealth management needs.

Service Differentiation With a dedicated focus on building relationships and nurturing legacy wealth, Tolleson emphasizes personalized wealth management. Custom investment, estate planning, and legacy solutions could be tailored to deepen their portfolio of high-net-worth clients.

Technology Stack Compatibility Utilizing advanced technologies such as IBM Cognos Analytics and Oracle indicates a tech-savvy approach, making them receptive to sophisticated financial technologies, data analytics, and cybersecurity solutions that enhance client service and operational efficiency.

Similar companies to Tolleson Wealth Management

Tolleson Wealth Management Tech Stack

Tolleson Wealth Management uses 8 technology products and services including IBM Cognos Analytics, CallRail, Open Graph, and more. Explore Tolleson Wealth Management's tech stack below.

IBM Cognos Analytics
Advanced Analytics And Data Science
CallRail
Call Tracking
Open Graph
Content Management System
Oracle
Enterprise
Twemoji
Font Scripts
jQuery Migrate
Javascript Libraries
Windows 10
Operating Systems
Visual Studio Team Services
Source Code Management

Media & News

Tolleson Wealth Management's Email Address Formats

Tolleson Wealth Management uses at least 1 format(s):

Tolleson Wealth Management Email Formats	Example	Percentage
FLast@tollesonwealth.com	JDoe@tollesonwealth.com	94%
LFirst@tollesonwealth.com	DJohn@tollesonwealth.com	3%
First.Last@tollesonwealth.com	John.Doe@tollesonwealth.com	3%

Frequently Asked Questions

Where is Tolleson Wealth Management's headquarters located?

Tolleson Wealth Management's main headquarters is located at 5500 Preston Road, Suite 250 Dallas, Texas 75205, US. The company has employees across 3 continents, including North AmericaAfricaOceania.

What is Tolleson Wealth Management's phone number?

You can contact Tolleson Wealth Management's main corporate office by phone at

+1-214-252-****

. 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 Tolleson Wealth Management's stock symbol?

Tolleson Wealth Management is a publicly traded company; the company's stock symbol is N/A.

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

Tolleson Wealth Management's official website is tollesonwealth.com and has social profiles on LinkedIn.

How much revenue does Tolleson Wealth Management generate?

As of October 2025, Tolleson Wealth Management's annual revenue is estimated to be $3.4M.

What is Tolleson Wealth Management's SIC code NAICS code?

Tolleson Wealth Management's SIC code is 6159 - Miscellaneous business Credit Institutions NAICS code is 52 - Finance and Insurance.

How many employees does Tolleson Wealth Management have currently?

As of October 2025, Tolleson Wealth Management has approximately 201 employees across 3 continents, including North AmericaAfricaOceania. Key team members include Chief Executive Officer: C. T.Coo Tolleson Private Wealth Management And Cto: J. S.Chief Technology Officer: O. S.. Explore Tolleson Wealth Management's employee directory with LeadIQ.

What industry does Tolleson Wealth Management belong to?

Tolleson Wealth Management operates in the Financial Services industry.

What technology does Tolleson Wealth Management use?

Tolleson Wealth Management's tech stack includes IBM Cognos AnalyticsCallRailOpen GraphOracleTwemojijQuery MigrateWindows 10Visual Studio Team Services.

What is Tolleson Wealth Management's email format?

Tolleson Wealth Management's email format typically follows the pattern of FLast@tollesonwealth.com. Find more Tolleson Wealth Management email formats with LeadIQ.

When was Tolleson Wealth Management founded?

Tolleson Wealth Management was founded in 2000.

Tolleson Wealth Management

Q: How many employees does Tolleson Wealth Management have currently?

Tolleson Wealth Management has approximately 201 employees.

Q: What technology does Tolleson Wealth Management use?

Tolleson Wealth Management's tech stack includes FedEx, Java, WP Rocket, FactSet, Adobe.

Financial ServicesUnited States201-500 Employees

At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial for our clients and their families. As a private and family-run business proudly based in Dallas, Texas, our goal is to help nurture a legacy of prosperity and fulfillment for generations to come.

For more information, visit tollesonwealth.com.

Equal Opportunity Employer.

For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/general-website-disclosure/,