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Gotham Financial Services

Full services financial planning firm working with wall street executives, physicians, attorneys and small businesses. Cover all areas of planning from Estate planning, asset management, tax strategies, insurance planning and more.

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HeadquartersNew York, United StatesEmployees5(1 to 10)Annual revenue$1M to <$10MWebsitegothamfinancial.comLinkedIn profileLinkedIn

Verified contacts

3

available on Kipplo

LinkedIn employees

5

1 to 10 range

Open roles

no listings

Distinct roles

2

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

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

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Top roles at Gotham Financial Services

2 distinct titles indexed · top 2 shown.

  • 1managing partner
  • 1receptionist

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