Single Family OfficeRIA · CRD 159331SEC-Registered

Updated:

Weiss Financial

Weiss Financial is a single-family office headquartered in New York. The firm manages and allocates capital across public and private markets, focusing on...

Weiss Financial

Weiss Financial is a single-family office headquartered in New York. The firm manages and allocates capital across public and private markets, focusing on long-term wealth preservation and growth for its founding family. With a disciplined investment approach and a diversified portfolio, Weiss Financial seeks to balance risk and return—supports strategic asset allocation, direct investments, and partnerships with external managers to achieve its financial objectives.

General information

Firm type

Single Family Office

Year founded

2011

Location

Region

North America

Country

United States

City

Mahopac

Frequently asked questions

What is Weiss Financial?

Weiss Financial is a single family office headquartered in Mahopac, United States.

When was Weiss Financial founded?

Weiss Financial was founded in 2011.

Where is Weiss Financial headquartered?

Weiss Financial is headquartered in Mahopac, United States, in the North America region.

What does Altss track for Weiss Financial?

Altss maintains an OSINT-verified profile of Weiss Financial 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 Weiss Financial's website?

Weiss Financial's public website is www.weiss-financial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Weiss Financial?

Weiss Financial is classified by Altss as a Single Family Office, operating from United States within the North America region.

How does Altss source intelligence on Weiss Financial?

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.

When was Weiss Financial's Altss profile last updated?

Weiss Financial's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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