Geller Advisors
Geller Advisors is a New York-based financial advisory firm founded in 1984 that provides outsourced CFO, operations management, financial modeling, and strategic planning services to high-net-worth individuals, families, non-profit foundations, and operating businesses. As of 2026, its Multi-Family Office Services operate within Corient's wealth management platform.
- Company typePrivate
- Founded1984
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Geller Advisors does
Geller Advisors is a New York-based financial advisory firm founded in 1984 by Martin J. Geller. The firm provides outsourced CFO services, operations management, financial modeling, strategic planning, shareholder support, and process improvement consulting to high-net-worth individuals, families, non-profit foundations, and high-potential operating businesses. Its core offering is a Multi-Family Office Services platform serving "highly discerning leaders" across both for-profit enterprises and philanthropic organizations.
The firm operates on a professional services revenue model with tailored, quote-based engagements. Pricing is not publicly disclosed. Geller employs 51-100 professionals and positions itself on a "world-class infrastructure" and "best-in-class team" with broad experience in complex financial challenges. Its go-to-market is primarily relationship-driven, supported by a LinkedIn presence for professional visibility.
In 2026, Geller's Multi-Family Office Services were transferred to Corient, a Miami-headquartered wealth management platform. Corient simultaneously acquired Stonehage Fleming and Stanhope Capital, projecting combined managed and administered assets of $468 billion. Geller now operates as a subsidiary within Corient's transatlantic wealth management platform. The firm has no disclosed AI/ML capabilities, no proprietary technology products, and no disclosed financials.
Geller Advisors firmographics
Firmographics- Name
- Geller Advisors
- Legal name
- Geller
- Website
- https://gelleradvisors.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Geller Advisors is a New York-based financial advisory firm founded in 1984 that provides outsourced CFO, operations management, financial modeling, and strategic planning services to high-net-worth individuals, families, non-profit foundations, and operating businesses. As of 2026, its Multi-Family Office Services operate within Corient's wealth management platform.
- Ownership category
- akta.pro rank
Geller Advisors industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Operations & Process Improvement Consulting (BPAHACAB)
Keywords
Where Geller Advisors is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Geller Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Financial Advisory and Consulting Services: Revenue generated from providing outsourced CFO services, operations management, financial modeling, strategic planning, and process improvement services to high-potential businesses and philanthropic organizations.
Marketing channels1 record
Geller Advisors product offering
Product offeringCore offering
Geller provides a unified Multi-Family Office Services platform that delivers comprehensive financial advisory to high-potential businesses, philanthropic organizations, and high-net-worth families. Core engagements include outsourced CFO and operations management, financial modeling, strategic planning, shareholder support, and process improvement services designed to help clients define objectives and ensure execution. In 2026, the Multi-Family Office Services were integrated into Corient's transatlantic wealth management platform.
Product overview
Geller offers a single unified Multi-Family Office Services platform that provides comprehensive financial advisory solutions for high-potential businesses and philanthropic organizations. The services include outsourced CFO and operations management, financial modeling, strategic planning, shareholder support, and process improvement. Founded in 1984, the firm has built a reputation for helping discerning leaders determine and implement their financial objectives.
Differentiator
Problem solved
Functional benefit
Products and services
- Multi-Family Office Services Comprehensive wealth management and advisory platform providing financial planning, investment management, and estate planning services for high-net-worth individuals, families, and ultra-wealthy households. As of 2026, this offering operates as part of Corient's transatlantic wealth management ecosystem.
Companies that use Geller Advisors
Customer profileSegments2 records
Ideal customer profiles3 records
Geller Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Geller Advisors partnerships and signals
Strategic signalScale indicators1 record
Recent moves3 records
Expansion highlights3 records
Geller Advisors competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: One of the largest US multi-family offices serving ultra-HNW families with comprehensive wealth advisory, investment management, and family office services - directly comparable to Geller's multi-family office practice in scale, clientele, and service scope.
- Brown Brothers Harriman Wealth Management: Long-standing private partnership offering multi-family office and wealth advisory services to HNW families. Comparable to Geller in its longevity (founded 1818), boutique positioning, and integrated financial advisory offering.
- Glenmede: Independent multi-family office managing over $40B for HNW families and foundations, with investment management, trust, and advisory services. Directly comparable to Geller's client base of families, foundations, and operating businesses.
- Pitcairn: Multi-family office serving HNW individuals and families with wealth strategy, investment management, and family governance services. Comparable to Geller in size, service breadth, and founder-era heritage.
- Abbot Downing: Multi-family office subsidiary of Wells Fargo providing wealth planning, investment management, and family office services to ultra-HNW clients. Comparable to Geller's HNW advisory offerings and family-focused services.
- Cambridge Associates: Global investment firm providing investment consulting and outsourced investment office services to HNW families, foundations, and endowments. Overlaps with Geller's advisory and strategic planning offerings for institutional and family clients.
Emerging players
- Cresset Asset Management: Independent wealth advisory and multi-family office serving ultra-HNW individuals, families, and business owners. Comparable to Geller in its focus on entrepreneur-led wealth and integrated advisory model.
Broad incumbents
- Corient: Parent platform of Geller since 2026, Miami-headquartered wealth manager with $468B combined assets following acquisitions of Stonehage Fleming, Stanhope Capital, and Geller. Operates the broader multi-family office platform in which Geller now sits.
- Stonehage Fleming: International multi-family office serving HNW families across jurisdictions, now part of the same Corient platform as Geller. Comparable service offering with broader geographic footprint.
- JPMorgan Private Bank: Global private banking division of JPMorgan Chase offering wealth management, investment advisory, and lending services to ultra-HNW clients. Represents the scaled incumbent alternative to boutique multi-family offices like Geller.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key highlights7 records
Customer concentration
Geller Advisors social profiles
Digital presenceGeller Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Geller Advisors leadership team
Management profileNumber of profiles
Profiles1 record
Geller Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Geller Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Geller Advisors
What does Geller Advisors do?
Geller provides a unified Multi-Family Office Services platform that delivers comprehensive financial advisory to high-potential businesses, philanthropic organizations, and high-net-worth families. Core engagements include outsourced CFO and operations management, financial modeling, strategic planning, shareholder support, and process improvement services designed to help clients define objectives and ensure execution. In 2026, the Multi-Family Office Services were integrated into Corient's transatlantic wealth management platform.
Is Geller Advisors a public or private company?
Geller Advisors is a private company. It is classified as corporate owned and is currently operating.
When was Geller Advisors founded?
Geller Advisors was founded in 1984. It employs 51 to 100 people.
Where is Geller Advisors based?
Geller Advisors is headquartered in New York, United States, in the North America region.
How does Geller Advisors make money?
One revenue line is on record: financial Advisory and Consulting Services.
Who are Geller Advisors's main competitors?
Direct peers on record are Bessemer Trust, Brown Brothers Harriman Wealth Management, Glenmede, Pitcairn, Abbot Downing and Cambridge Associates. Cresset Asset Management is listed as an emerging player. Broad incumbents are Corient, Stonehage Fleming and JPMorgan Private Bank.
Does Geller Advisors have an API?
No public API is recorded for Geller Advisors.
What industry is Geller Advisors in?
Geller Advisors's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 541618 and its SIC code is 6282.