Sage Hill

Wealth Management & Financial Advisorysagehilladvisory.com

Sage Hill is a privately held, boutique wealth advisory firm based in Saratoga Springs, US, founded in 2009, providing investment portfolio design, risk management, estate planning and tax planning services to individual clients through a small team of named advisors.

Company typePrivate
Founded2009
HeadquartersSaratoga Springs, United States
Headcount1–10
GTM typeB2C
OfferingServices

What Sage Hill does

Sage Hill is a privately held, for-profit wealth advisory firm headquartered in Saratoga Springs, United States, founded in 2009. According to its firmographic description, the firm focuses on investment portfolio design, risk management, estate planning, and income tax planning and management, serving individual clients with integrated personal financial planning needs. The practice is operated by a small named leadership team comprising co-founders Frank Antalek (owner) and Philip Toffel (Founder & Business Owner Coach), together with Managing Director Kip Stillman.

The firm operates at a very small scale, with a disclosed headcount in the 1-10 employee range, indicating a boutique advisory model in which senior practitioners personally deliver services rather than a productized or platform-based offering. The company's website (sagehilladvisory.com) currently renders only a security verification / loading page and provides no further detail on product structure, pricing, technology stack, target client segments, or service tiers. No revenue, AUM, funding, partnership, or customer data is disclosed in the source material.

From a business model standpoint, Sage Hill generates revenue through fee-based personal financial advisory services spanning portfolio construction, risk, estate and tax planning. The model is fundamentally human-capital intensive: revenue scales with the number of advisors and the depth of client relationships rather than with software or distribution leverage. There is no evidence of a productized offering, recurring subscription, technology platform, third-party distribution channel, or geographic expansion beyond the Saratoga Springs base. Customer mix, pricing structure and revenue range are not disclosed.

Sage Hill firmographics

Firmographics

Name: Sage Hill
Website: https://sagehilladvisory.com
Company type: Private
Founded year: 2009
Headcount range: 1–10 employees
Short description: Sage Hill is a privately held, boutique wealth advisory firm based in Saratoga Springs, US, founded in 2009, providing investment portfolio design, risk management, estate planning and tax planning services to individual clients through a small team of named advisors.
Ownership category
akta.pro rank

Sage Hill industry classification

Industry

Product category: Wealth Management & Financial Advisory
NAICS: Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
SIC: Investment Advice (6282)
akta.pro primary industry: Estate & Legacy Planning Advisory (FSAEAAAG)
akta.pro secondary industry: Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

Financial advisory services
Wealth management
Estate planning
Tax planning
Investment portfolio design

Where Sage Hill is headquartered

Location

Headquarters

HQ city: Saratoga Springs
HQ country: United States
HQ region: North America

Markets served

Sage Hill business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Sage Hill product offering

Product offering

Core offering

Sage Hill is a boutique financial advisory firm that provides investment portfolio design, risk management, estate planning, and income tax planning and management services. The firm delivers personalized wealth and tax strategies to individual clients, operating from Saratoga Springs, United States, with a small team of founders and directors.

Differentiator

Problem solved

Functional benefit

Products and services

Investment Portfolio Design
Risk Management Identification and management of financial risks across a client's wealth, investments, and life events.
Estate Planning Planning for the transfer of client wealth, including wills, trusts, and related estate strategies.
Income Tax Planning and Management Planning and ongoing management of clients' income tax positions, integrated with investment and estate strategies.

Companies that use Sage Hill

Customer profile

Ideal customer profiles1 record

Sage Hill technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Sage Hill partnerships and signals

Strategic signal

Recent moves3 records

Expansion highlights2 records

Sage Hill competitors and assessment

Company assessment

Broad incumbents

Focus Financial Partners: Partnership network of boutique RIAs providing investment advisory and wealth planning; operates in the same multi-advisor wealth space and explicitly aggregates firms like Sage Hill.
Edelman Financial Engines: Large RIA combining investment management with retirement, tax, and estate planning for mass-affluent and HNW households; directly comparable service mix.
Hightower Advisors: Wealth advisory firm delivering investment, estate, tax, and family-office-style services to HNW clients; comparable multi-disciplinary approach with a partnership/boutique model that resembles Sage Hill's structure.
Creative Planning: Large, multi-disciplinary RIA offering investment management, estate, tax, and retirement planning for high-net-worth individuals — directly comparable holistic advisory model, but at materially greater scale than Sage Hill.
Mariner Wealth Advisors: National RIA providing investment, tax, estate, and risk management advice to affluent households and business owners; overlaps Sage Hill's full wealth advisory offering at much larger scale.

Direct peers

Halbert Hargrove: Long-standing, boutique fee-only RIA in California providing investment, estate, and tax planning; a close analog to Sage Hill in terms of size, longevity, and holistic advisory focus.
Carson Group: Coach-led RIA serving business owners and households with investment, retirement, tax, and estate planning; comparable holistic, advisor-coaching model and affluent client focus to Sage Hill.
Buckingham Strategic Wealth: Boutique-to-mid-sized RIA providing fee-only investment, tax, and estate planning for households; most directly comparable in size, fee-only model, and service offering to Sage Hill.
Beacon Pointe Advisors: Multi-disciplinary RIA offering investment, tax, estate, and risk management to HNW clients; comparable boutique-to-mid scale and full-service advisory model.

Emerging players

Cerity Partners: Growing RIA delivering investment advisory, tax, estate, and family-office services to HNW clients and business owners; overlaps Sage Hill's multi-disciplinary model with a more expansive footprint.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Sage Hill financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Sage Hill leadership team

Management profile

Number of profiles

Profiles3 records

Sage Hill funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Sage Hill M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Sage Hill

What does Sage Hill do?

When was Sage Hill founded?

Sage Hill was founded in 2009. It employs 1 to 10 people.

Where is Sage Hill based?

Sage Hill is headquartered in Saratoga Springs, United States, in the North America region.

Who are Sage Hill's main competitors?

Broad incumbents on record are Focus Financial Partners, Edelman Financial Engines, Hightower Advisors, Creative Planning and Mariner Wealth Advisors. Direct peers are Halbert Hargrove, Carson Group, Buckingham Strategic Wealth and Beacon Pointe Advisors. Cerity Partners is listed as an emerging player.

Does Sage Hill have an API?

No public API is recorded for Sage Hill.

What industry is Sage Hill in?

Sage Hill's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.