Company

Nebo Wealth

Financial Services Boston, Massachusetts, United States 6 employees

Employees: 6
Contacts: 1
Emails: 1
Phones: 1

www.nebowealth.com LinkedIn

Nebo Wealth Overview

Headquarters: Boston, Massachusetts, United States
Website: www.nebowealth.com
Industry: Financial Services
Employees: 6
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Boston

About Nebo Wealth

Nebo Wealth is a platform for: • Goals-based investing • Delivering personalized portfolio construction • Powered by award-winning wealth optimization It’s how advisory firms: • Elevate the value of their advice • Deliver more personalized, goals-driven portfolios • Pursue better outcomes for their clients and their firms. After a decade of research, Nebo Wealth launched in 2022 and has been recognized with numerous awards, garnered praised from industry leaders, and become a leading provider of goals-based investing solutions for advisors. To learn more or schedule your own interactive demo, visit us at nebowealth.com. Nebo Wealth, a division of Grantham, Mayo, Van Otterloo & Co, LLC (GMO)

Nebo Wealth Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage
Phone contacts: 1; 25.0% coverage

Nebo Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Adam Scully-Power, Cima®, Cpwa®	Practice Solutions Director at Nebo	Boston, Massachusetts, United States	View
Andy Finnegan, Cfa, Caia	Marketing Lead @ Nebo Wealth - Girl Dad	Boston, Massachusetts, United States	Email Phone
Martin Tarlie	Asset Allocator - Portfolio Designer	Boston, Massachusetts, United States	View
Matthew Kadnar, Cfa	Nebo Wealth Sales Lead	Boston, Massachusetts, United States	View