Threshold Group: Detailed Company Information & Corporate Profile

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Summary

Threshold Group was founded in 1999 and is headquartered in New York City, where a team of 100-200 professionals focuses on finance services that help clients manage wealth across multiple generations.

The firm delivers investment advisory service, financial planning, legacy planning and wealth education, family office administration, and impact investing solutions tailored to individual and institutional needs.

Leadership is led by Managing Director Lee Miller, Associate Director Corinne Vanderipe, Partner Andrew McIndoo, Chair of the Policy and Advocacy Committee Zadie Weaver, and other senior staff who drive strategy and client service.

Threshold Group Websitealti-global.com
Social Links
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Phone Number(206) 748-3670
Industries
Threshold Group Headquarters AddressNew York, NY, 10022 US
Company Size100-200 employees
Specialities & ServicesInvestment Advisory Service, Financial Planning, Legacy Planning and Wealth Education, Family Office Administration, Impact Investing
Founded1999
Updated:2026-09-15

Estimated Website Traffic

The chart shows a growth in traffic to the alti-global.com website. In August, traffic increased to 5159, compared to 4879 in the previous month. The highest traffic in 2026 was recorded in April, reaching 9704 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Threshold Group's workforce includes employees across a wide range of tenure levels.

10% have been with the company for 1 to 2 years5% have been with the company for 3 to 4 years10% have been with the company for 5 to 7 years15% have been with the company for 8 to 10 years60% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Threshold Group
Julia Manson
Julia MansonDigital Coordinator
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Lee Miller
Lee MillerManaging Director
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Robin Moser
Robin MoserRevenue Accountant
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Sylvia Gonzales
Sylvia GonzalesExecutive Assistant / Office Manager
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Erika Demetriou
Erika DemetriouOperations Associate
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Corinne Vanderipe
Corinne VanderipeAssociate Director, Wealth Advisor
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Tyler Senecharles
Tyler SenecharlesSenior Finance Associate
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Steve Schow
Steve SchowProject Manager- Threshold Group
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Ryan Haskins
Ryan HaskinsPaid Media Associate
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Liam McCall
Liam McCallAssociate
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Sandra
SandraDirector
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Samir Singh
Samir SinghSummer Associate
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Threshold Group Corporate Information: FAQ

Threshold Group operates in the Finance industries. More details can be found on the official website: alti-global.com.
Threshold Group has offices located in New York, US.
The headquarters of Threshold Group are located in New York, United States.
You can contact Threshold Group by phone at (206) 748-3670.
Threshold Group currently employs 100-200 people.

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