Reade Street
Reade Street is a private Seattle-based investment advisory firm providing securities-focused portfolio management and investment advisory services to clients in the United States.
- Company typePrivate
- Founded-
- HeadquartersSeattle, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What Reade Street does
Reade Street is a private investment advisory firm headquartered in Seattle, Washington, United States. Per the firmographic record, the company provides investment advisory services focused on securities and portfolio management, operating within the U.S. financial services sector. No additional substantive information is available in the input data.
Beyond the high-level classification and basic location, there is no documented evidence about Reade Street's service offering, investment strategies, fee structure, regulatory registrations (e.g., SEC or state investment adviser registration), AUM, target client segments, leadership, founding date, headcount, partnerships, or financial performance. The company's website at readestreet.com returns only a placeholder verification page with no substantive content describing operations. Consequently, the business model, client mix, go-to-market motion, and revenue mechanics cannot be characterized from the available source material.
The completeness of this diligence is materially limited by the input. A serious assessment would require direct engagement with the firm, access to its Form ADV, audited financials, client list, and AUM disclosures before any investment, partnership, or M&A thesis could be substantiated.
Reade Street firmographics
Firmographics- Name
- Reade Street
- Website
- https://readestreet.com
- Company type
- Private
- Operating status
- Operating
- Short description
- Reade Street is a private Seattle-based investment advisory firm providing securities-focused portfolio management and investment advisory services to clients in the United States.
- Ownership category
- akta.pro rank
Reade Street industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Reade Street is headquartered
LocationHeadquarters
- HQ city
- Seattle
- HQ country
- United States
- HQ region
- North America
Markets served
Reade Street business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Reade Street product offering
Product offeringCore offering
Reade Street provides investment advisory services focused on securities and portfolio management. The firm advises clients on securities holdings and manages investment portfolios on their behalf, operating from Seattle, United States.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services Advisory service focused on securities selection and ongoing portfolio management for clients based in the United States.
Companies that use Reade Street
Customer profileIdeal customer profiles1 record
Reade Street technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Reade Street competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Private wealth and investment advisory firm focused on HNW/UHNW families with portfolio management and advisory services. Directly comparable client profile and advisory model.
- Edelman Financial Engines: Large independent RIA providing investment advisory, financial planning, and portfolio management to individuals and institutions. Comparable private-market RIA competing for similar clients.
- Creative Planning: Large independent RIA providing wealth management, investment advisory, and financial planning to HNW clients. Comparable as a privately-held, advisor-led wealth manager.
- Fisher Investments: Large independent investment advisor primarily serving HNW individuals and institutions with discretionary portfolio management. Closely comparable business model and client focus to an independent advisory firm.
Broad incumbents
- Morgan Stanley Wealth Management: Wirehouse wealth platform providing investment advisory and portfolio management through thousands of financial advisors. Comparable end-client offering at massive scale.
- Russell Investments: Seattle-headquartered global asset manager and investment advisor with portfolio management and advisory offerings across institutional and private wealth. Directly comparable geographic anchor and overlapping investment-advisory capabilities.
- Goldman Sachs Wealth Management: Global wealth and investment management division of Goldman Sachs offering bespoke portfolio advisory to HNW/UHNW clients. Comparable service offering at much larger scale.
- Charles Schwab Wealth Management: Brokerage and registered investment advisor with Schwab Wealth Advisory, Schwab Intelligent Portfolios, and dedicated advisor-led portfolio management. Comparable advisory services for retail and HNW clients.
Emerging players
- Facet Wealth: Digital-first RIA offering flat-fee investment advisory and financial planning, often as an alternative to traditional advisors. Comparable as a modern investment advisory competitor targeting similar clients.
- Wealthfront: Automated investment advisory platform offering portfolio management and financial planning to mass-affluent and HNW clients. Comparable end-service (portfolio construction and management) delivered through a differentiated technology-led model.
Market position
Strengths3 records
Weaknesses3 records
Key risks3 records
Key highlights2 records
Customer concentration
Reade Street financial estimates
Financial estimateRevenue estimate
Valuation estimate
Reade Street leadership team
Management profileNumber of profiles
Reade Street funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Reade Street 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 Reade Street
What does Reade Street do?
Reade Street provides investment advisory services focused on securities and portfolio management. The firm advises clients on securities holdings and manages investment portfolios on their behalf, operating from Seattle, United States.
When was Reade Street founded?
Reade Street was founded in -1.
Where is Reade Street based?
Reade Street is headquartered in Seattle, United States, in the North America region.
Who are Reade Street's main competitors?
Direct peers on record are Bessemer Trust, Edelman Financial Engines, Creative Planning and Fisher Investments. Broad incumbents are Morgan Stanley Wealth Management, Russell Investments, Goldman Sachs Wealth Management and Charles Schwab Wealth Management. Emerging players are Facet Wealth and Wealthfront.
Does Reade Street have an API?
No public API is recorded for Reade Street.
What industry is Reade Street in?
Reade Street's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.