Darwin Wealth Management
Our DNA is Different. Darwin doesn’t look like other wealth/asset managers. We didn’t want to be just another player in an industry that had become stale, commoditized, and grossly inadequate in meeting the needs of individual investors. So rather than perpetuate the problem, we chose a different path. We drew on decades of experience in financial services and technology to build something new. An approach that ignores convention and rewards reinvention. Fosters ingenuity and filters imitation. Most importantly, one that accepts the realities of today’s financial markets by adhering to these guiding principles: Deliver more than performance Navigate investors to their goals Anticipate and adapt The name Darwin comes from our belief that natural selection drives markets, and those who participate in them must continue to up their game or risk extinction. It’s also a reminder to our team that we started this to offer a path for investors who prefer to fish in different ponds and to keep pushing the boundaries of this industry. This might sound irreverent to some. Perhaps uncouth. But for those seeking a new playbook, contact us to join the evolution.
7-day free trial · no credit card
Verified contacts
17
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 17 verified contacts at Darwin Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- BD
Brian Doherty
Associate Financial Advisor · Finance & Accounting
EmailPhone - MK
Matthew Krueger
Chief Risk Officer (CRO) & Senior Portfolio Manager · Other
EmailPhone - MB
Michael Bartolotta
Managing Partner · General Business & Management
EmailPhone - MS
Mike Sorrentino
Chief Investment Officer · Finance & Accounting
EmailPhone - LB
Lawrence Bloom
Owner · General Business & Management
EmailPhone - KK
Kaelan K. Dean
Associate Advisor · Finance & Accounting
EmailPhone - IS
Igor Schattan
Darwin Partners Wealth Management Asset Management · Other
EmailPhone - KH
Kevin Harwood
Darwin Partners Wealth Management Asset Management · Other
EmailPhone - RB
Remy Bartolotta
Managing Partner · General Business & Management
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Darwin Wealth Management
9 distinct titles indexed · top 9 shown.
- 4darwin partners wealth management asset management
- 2managing partner
- 2owner
- 1associate advisor
- 1associate financial advisor
- 1chief investment officer
- 1chief risk officer (cro) & senior portfolio manager
- 1office manager
- 1president
Sign up to unlock all 17 contacts at Darwin Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 17 verified contacts at Darwin Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.