Neumann Capital Management, Llc
Neumann Capital Management, LLC is a well-established and growing wealth management firm, providing investment management and financial planning to high-net-worth families since 1990. We have a dynamic and collaborative team culture dedicated to the financial success of our clients. As a small independent, fee-only firm, we are committed to helping our clients achieve peace of mind by providing them with the highest level of personalized service. We value innovation and continuous learning. We encourage an open and honest exchange of ideas amongst ourselves and with our clients. For our own health and well-being, we value an appropriate “work/life” balance.
7-day free trial · no credit card
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
3
organic / mo
Sign up free to see all 3 verified contacts at Neumann Capital Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- DG
Daniel G. Platt
Principal & Wealth Manager · Finance & Accounting
EmailPhone - CG
Caroline Gorham
Partner & Wealth Manager · Other
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Neumann Capital Management, Llc
2 distinct titles indexed · top 2 shown.
- 2principal & wealth manager
- 1partner & wealth manager
Sign up to unlock all 3 contacts at Neumann Capital Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Neumann Capital Management, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.