Chicory Wealth: Detailed Company Information & Corporate Profile
Summary
Chicory Wealth is a remote‑based US finance firm founded in 2017 that blends traditional financial life planning with socially conscious investing principles. The practice delivers multi‑generational wealth strategies, retirement solutions and tax planning while embedding ESG criteria across client portfolios.
Its specialty areas include ESG and ethical investing, shareholder engagement, social activism, and comprehensive tax advisory services tailored to both individuals and family offices.
The company operates with a team of 10‑50 professionals, led by CEO and founder Max Kulyk CRPC®. The advisory group includes Katie Hagedorn, Liv Gagnon (Marketing & Social Responsibility Manager), Jeff Audi (Partner | Tax Advisory Manager), Emily Deer, Jacob Newcomer, Daniel Kirslis, Eric Benzel, Brad Hager, Christian Giadolor (Investor), Daniel McNabb (Portfolio Manager/Partner), Shelly Jackson Buffington, Tina Tyson, Gwen Lee, Ari Rosenberg, and Liv Gagnon.
Chicory Wealth’s revenue ranges from $10 million to $50 million, reflecting steady growth as it deepens its commitment to socially responsible financial stewardship for clients across the United States.
| Chicory Wealth Website | chicorywealth.com |
| Social Links |    |
| Phone Number | +1 404 294 5917 |
| Industries | |
| Chicory Wealth Headquarters Address | Remote, US |
| Company Size | 10-50 employees |
| Specialities & Services | Financial Life Planning, Socially Conscious Investing, Shareholder Engagement, Social Activism, Tax Planning, ESG, Multi-Generational Financial Planning, Retirement Planning, Ethical Investing |
| Founded | 2017 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-09-26 |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2010 | - | 1-10 | |
| 2014 | - | 1-10 |
Estimated Website Traffic
The chart shows a decline in traffic to the chicorywealth.com website. In September, traffic decreased to 168, compared to 203 in the previous month. The highest traffic in 2026 was recorded in January, reaching 244 visits.
Workforce Turnover
Length of Employment
Chicory Wealth's workforce includes employees across a wide range of tenure levels.
50% have been with the company for 1 to 2 years50% have been with the company for 3 to 4 years
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Chicory Wealth Corporate Information: FAQ
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