Blue Square Wealth logo
VerifiedInvestment Management· Founded 2017

Blue Square Wealth

Blue Square is an independent wealth management practice that strives to protect and grow client capital through our proprietary and systematic approach to investing. We believe this empowers our clients to better navigate the market’s volatility and, as a result, pursue their long-term goals with greater comfort and confidence than traditional approaches.

7-day free trial · no credit card

HeadquartersNew York, United StatesEmployees7(11 to 50)Annual revenue$1M to <$10MFounded year2017Websitebluesquarewealth.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

7

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

2

tools in use

Monthly traffic

276

organic / mo

Sign up free to see all 6 verified contacts at Blue Square Wealth

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

6 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Blue Square Wealth

6 distinct titles indexed · top 6 shown.

  • 1director, private client group
  • 1head of business development and marketing
  • 1head of portfolio strategy & trading
  • 1managing principal
  • 1principal
  • 1senior vice president, private client group

Sign up to unlock all 6 contacts at Blue Square Wealth

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 6 verified contacts at Blue Square Wealth

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Blue Square Wealth | Kipplo Discover