Overview

Geller provides financial services and strategic advisory to private companies and not-for-profit organizations. Founded in 1984, the firm has built in-house capabilities and infrastructure to support clients’ goals, from helping businesses grow to advancing philanthropic efforts. What it does: Delivers financial services and strategic advisory tailored to private companies and not-for-profits. How it works: Uses its in-house team and processes to offer tailored financial guidance, planning, and strategic support that helps clients scale operations and pursue charitable initiatives. How it differs from competitors: Longstanding track record since 1984 and integrated, in-house capabilities that combine financial services with strategic advisory for both for-profit and not-for-profit clients. Goal: To help clients realize their ambitious visions by growing their enterprises and promoting philanthropic work.