Boulay
A Wealth Advisor in the Wealth Management department provides financial guidance and investment advice to clients, helping them achieve their financial goals through personalized strategies. The role involves understanding clients' financial situations and maintaining strong relationships.
Headquarters
Eden Prairie, Minnesota, United States
Company Size
201-500 employees
Founded
1934
Boulay is a full-service CPA and financial consulting firm headquartered in Eden Prairie, Minnesota, with offices in Minneapolis and Mankato, serving clients since 1934. They provide a broad range of services including assurance and audit, business and tax consulting, ESOP advisory, outsourced accounting, transaction advisory, and wealth management. Boulay serves individuals, businesses, and public organizations across 35 states in industries such as construction, manufacturing, real estate, non-profit, and more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Boulay.
Boulay didn’t post a salary, so this is our estimate from similar listings.
Boulay grows by acquiring Robert Steffen advisory firm
Oct 1, 2019