Dominick & Dickerman LLC

Name

Dominick & Dickerman LLC

Legal name

Dominick & Dickerman LLC

Website

https://dominickanddickerman.com

Company type

Private

Founded year

1870

Operating status

Operating

Headcount range

11–50 employees

Short description

Dominick & Dickerman LLC is a privately held New York-based financial services firm reportedly founded in 1870 with 11-50 employees; its specific products, services, business model, and customer base are not documented in available sources.

Ownership category

akta.pro rank

Product category

Financial Services

NAICS

Trusts, Estates, and Agency Accounts (525920)

SIC

Miscellaneous Business Credit Institution (6159)

akta.pro industry

PRIMARYFSAEABAC

Private Banking & UHNW Wealth Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAAABAN

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

Keywords

• Financial services
• Financial advisory services
• Investment services
• Wealth management services
• Financial consulting

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Core offering

Dominick & Dickerman LLC is categorized as a financial services institution. No further details about specific products, services, or operational offerings are available from the source material, as the company's website (dominickanddickerman.com) is currently a parked GoDaddy domain page containing no substantive business information.

Differentiator

Problem solved

Functional benefit

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Bessemer Trust: Privately held multi-family office and UHNW wealth advisory firm headquartered in New York. Directly comparable to Dominick & Dickerman in target client (UHNW families), private ownership structure, and NYC footprint.
• Rockefeller Capital Management: New York-based private wealth and investment advisory firm serving HNW and UHNW clients through a multi-channel platform. Comparable on NYC focus, private-client wealth advisory model, and use of a legacy financial brand.
• Fieldpoint Private: Boutique private bank and wealth advisory firm headquartered in New York, serving HNW individuals, families, and institutions. Comparable on boutique scale, NYC base, and integrated private banking/wealth advisory offering.
• First Manhattan Company: Privately held New York-based investment advisory and wealth management firm founded in 1964. Comparable on privately held NYC wealth advisory model and focus on personalized client relationships.
• Glenmede: Private wealth management and investment advisory firm serving UHNW families and endowments. Comparable on private ownership, multi-family office / wealth advisory focus, and boutique operating model.
• Laird Norton Wealth Management: Privately held multi-family office and wealth advisory firm serving HNW families across multiple generations. Comparable on privately held family-wealth advisory model and boutique operating profile.

Broad incumbents

• Brown Brothers Harriman: Long-standing private partnership providing private banking, custody, and investment management to UHNW clients, founded 1818 in New York. Comparable on legacy age, private ownership, and NYC wealth advisory franchise, though far larger and broader in scope.
• Northern Trust: Public financial holding company with a large private client wealth management franchise. Comparable as a private wealth / custody provider, though far larger and broader than a small NYC LLC.

Market position

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Dominick & Dickerman LLC