What Geller & Company LLC does

Geller & Company LLC is a privately-held, New York-based boutique financial advisory firm founded in 1984 by Martin J. Geller. The firm delivers outsourced CFO and operations management, tax advisory and compliance, investment and wealth management, personal CFO services, wealth strategy consulting, family office services, and cyber advisory to ultra-high-net-worth individuals, single family offices, foundations, private companies, and general partners. Service architecture is a platform-plus-modules model, anchored by G Client Services LLC (a wholly-owned subsidiary) and supported by Sage Intacct as the core financial management system and Geller Planning Solutions, a proprietary interactive planning tool providing dynamic wealth projections, portfolio construction, retirement timing, and estate tax minimization analysis.

Technology investments include a December 2025 migration from a 15-year-old legacy system to Sage Intacct, executed with RSM US LLP, standardizing processes across approximately 30 clients and introducing AI-enabled invoice processing and accounts payable automation. Revenue mechanics are professional services and managed services fees — custom-priced engagements billed under multi-year contracts, with no publicly disclosed pricing tiers — sourced almost entirely through referrals, founder networks, and direct senior-led client relationships rather than broad-based marketing.

The firm's strategic posture has shifted materially following the January 2025 divestiture of its $10.4B AUM multi-family office and investment management business to Corient Private Wealth. Geller has historically built and monetized eight businesses, including prior sales to Moelis (2011), Carlyle/SS&C, and Bloomberg L.P. (2021). The remaining firm is a focused advisory and consulting operation with retained mandates for The Bloomberg Family Foundation and Willett Advisors, a new CFO Strategic Advisory practice targeting SaaS and PE-backed sectors, a Cyber Advisory practice, and a majority stake in Julien's Auctions where Martin Geller serves as Chairman.

Name

Geller & Company LLC

Legal name

Geller & Company LLC

Website

https://gellerco.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

251–500 employees

Short description

Geller & Company LLC is a New York-based boutique financial advisory firm founded in 1984 providing outsourced CFO, tax, investment management, personal CFO, and family office services to ultra-high-net-worth individuals, family offices, foundations, and private companies.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Administrative Management and General Management Consulting Services (541611), Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282), Services-Management Services (8741)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Financial Management & Performance Improvement Consulting (BPAHACAF), Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Wealth management services
• Financial advisory services
• Outsourced CFO services
• Family office services
• Tax advisory services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Outsourced CFO and Operations Management: Comprehensive outsourced CFO services including financial reporting, accounting, cash management, payroll, and operational management for high-net-worth individuals and family offices.
2. Strategic and Financial Advisory: Strategic planning, financial modeling, shareholder support, process improvement, and business advisory services delivered through project-based or ongoing retainer engagements.
3. Tax Advisory and Compliance: Comprehensive income and estate/gift tax strategies, tax compliance, tax-advantaged structure planning, quarterly projections, and audit defense services.
4. Investment Management: Portfolio management, investment policy setting, asset allocation, manager due diligence, and consolidated reporting for family office clients.
5. Personal CFO Services: Personal accounting, bill pay, property management, HR/payroll management, financial reporting, budgeting, forecasting, and lifestyle management services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Geller & Company provides custom strategic financial advisory, outsourced CFO, tax, investment management, family office, and personal CFO services to ultra-high-net-worth individuals, families, family offices, private companies, foundations, and private equity firms. The firm delivers these services through a multidisciplinary team of 100+ professionals via high-touch, relationship-driven engagements supported by proprietary planning technology and modernized cloud financial management systems.

Product overview

Geller & Company is a financial and strategic advisory firm offering a comprehensive suite of wealth management and business advisory services through a platform-plus-modules architecture. The core offerings include Investment and Wealth Management, Wealth Strategy Consulting, Tax Services, Personal CFO Services, Cyber Advisory and Support, Family Office Services, and CFO Strategic Advisory Services. These services are designed for high-net-worth individuals, ultra-high-net-worth individuals, family offices, private companies, foundations, and private equity firms. The Multi-Family Office Services were transferred to Corient in January 2025.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment and Wealth Management Provides institutional investment experience with tailored portfolio construction, portfolio management, consolidated reporting, and access to alternative investment opportunities including hedge funds, private equity, real estate, and venture capital. Designed for high-net-worth individuals and family office clients.
• Wealth Strategy Consulting
• Tax Services
• Personal CFO Services
• Cyber Advisory and Support
• Family Office Services
• CFO Strategic Advisory Services
• Family Office Advisory and Solutions

Named customers3 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core, flagship, strategic and historical.

• RSM US LLPcoreImplementation/ SI/ Consulting Partner · 15 December 2025Geller partnered with RSM US LLP to migrate from a legacy software platform to Sage Intacct, modernizing financial systems and replacing a 15-year-old system. The implementation standardized processes across approximately 30 clients, introducing accounts payable automation, AI-enabled invoice processing, and a unified chart of accounts. RSM served as trusted advisor, transferring knowledge to Geller's team for independent management of future rollouts.
• Corient Private Wealth (CI Financial/Mubadala Capital)flagshipStrategic or Co-development Partner · 1 January 2025Corient acquired Geller's $10.4 billion multi-family office business in January 2025. Martin Geller led the transaction and now serves as Vice Chair of Corient and Chair of its Family Office Services business. This represents a major strategic partnership where Geller's MFO operations became part of Corient's platform with $430B+ AUM.
• Julien's AuctionscoreStrategic or Co-development Partner · 1 January 2024Martin Geller holds majority stake in Julien's Auctions (entertainment memorabilia auction house) where he serves as Chairman. Geller & Company serves as CFO for Julien's Auctions, providing comprehensive financial management services.
• Bloomberg L.P.coreStrategic or Co-development Partner · 1 January 2021Martin Geller served as initial CFO of Bloomberg L.P. from founding in 1981 through 2020. In 2021, Geller sold its corporate CFO and tax services division to Bloomberg L.P. Martin continues to serve as Senior Advisor to Michael Bloomberg, and Geller continues to service Bloomberg L.P. and function as CFO for The Bloomberg Family Foundation and Willett Advisors.
• Harris Blitzer Sports & EntertainmentstrategicStrategic or Co-development PartnerMartin Geller is an original partner of Harris Blitzer Sports & Entertainment, whose assets include the Washington Commanders, Philadelphia 76ers, New Jersey Devils, Crystal Palace, Joe Gibbs Racing, and Prudential Center.
• Carlyle and SS&C PartnershiphistoricalStrategic or Co-development PartnerGeller previously divested interests in its leading fund administration business that served major banks and financial institutions with over $25 billion under management to a partnership between Carlyle and SS&C.
• Moelis & CompanyhistoricalStrategic or Co-development PartnerIn 2011, a large segment of Geller's Emerging Business Group was sold to Moelis & Company, one of its largest clients at the time.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: Privately held multi-family office and wealth management firm serving UHNW individuals and families with integrated investment management, tax, estate, and family office services. Bessemer is the closest direct peer to Geller's pre-Corient family office model and remains comparable on the tax, estate, and reporting capabilities Geller still offers.
• Glenmede: Independent wealth manager and outsourced CIO for UHNW families, endowments, and foundations, providing investment management, trust, and family office services. Glenmede competes for the same UHNW and family-office-adjacent client cohort as Geller with a similar integrated advisory model.
• Cresset: Boutique multi-family office and private investment firm serving UHNW families and entrepreneurs with integrated wealth advisory, tax, and family office services. Cresset is a strong direct peer on boutique UHNW positioning and an integrated service offering analogous to Geller's.
• Aspiriant: Independent, employee-owned RIA serving UHNW individuals and families with integrated financial planning, investment management, tax, and estate services. Aspiriant mirrors Geller's boutique integrated advisory model and competes for similar high-end clients nationally.
• Pathstone: Independent multi-family office and RIA serving UHNW families, foundations, and endowments with investment advisory, family office services, and outsourced CFO capabilities. Pathstone is a direct peer to Geller's former MFO business and continues to compete for the same client segments Geller still serves via its remaining advisory practice.

Broad incumbents

• Corient Private Wealth: National UHNW wealth management platform (subsidiary of CI Financial, owned by Mubadala Capital) with $430B+ AUM following the January 2025 acquisition of Geller's MFO business. Corient is both a direct competitor in the UHNW advisory space and now Geller's largest strategic partner via Martin Geller's Vice Chair role and Family Office Services chairmanship.
• Northern Trust Wealth Management: Large institutional wealth manager with deep UHNW family office capabilities, including investment management, trust, private banking, and family office services. Northern Trust competes for the same UHNW and family-office client cohort as Geller, though at substantially greater scale.
• Brown Brothers Harriman (Wealth Management): Long-standing private partnership offering private banking, investment management, and trust/fiduciary services to UHNW families and institutions. BBH's wealth management business competes with Geller's integrated advisory offering for multi-generational UHNW clients.
• BNY Mellon Wealth Management: Large global wealth manager serving UHNW individuals and families with investment management, private banking, trust, and family office services. BNY Mellon's wealth platform competes with Geller at the higher end of the UHNW market and offers multi-jurisdictional capabilities Geller lacks.

Others

• RSM US LLP: Top-tier professional services firm providing outsourced CFO, accounting, tax, and advisory services to private businesses and high-net-worth families. RSM is both an implementation partner to Geller (Sage Intacct migration) and an adjacent competitor on outsourced finance and CFO advisory mandates for private companies and family offices.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/geller

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Geller & Company LLC