Andesa Financial Management
Andesa Financial Management, established in 2004, is a Pennsylvania-based wealth manager. It provides investment advisory services and offers financial planning, cash management, and other services.
Andesa Financial Management
Andesa Financial Management, established in 2004, is a Pennsylvania-based wealth manager. It provides investment advisory services and offers financial planning, cash management, and other services. Andesa advises individuals, high net-worth individuals, families, and corporations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2004
AUM
—
Location
Region
—
Country
—
City
Allentown
Corporate office
4905 Hamilton Boulevard
Frequently asked questions
What is Andesa Financial Management?
Andesa Financial Management is a bank / wealth / trust headquartered in Allentown.
When was Andesa Financial Management founded?
Andesa Financial Management was founded in 2004.
Where is Andesa Financial Management headquartered?
Andesa Financial Management is headquartered in Allentown.
What does Altss track for Andesa Financial Management?
Altss maintains an OSINT-verified profile of Andesa Financial Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Andesa Financial Management's website?
Andesa Financial Management's public website is www.andesafm.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Andesa Financial Management?
Andesa Financial Management is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Andesa Financial Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Andesa Financial Management?
Andesa Financial Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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