{"name":"First Manhattan","domain":"firstmanhattan.com","url":"https://optimly.ai/brand/first-manhattan","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"First Manhattan is an independently owned investment advisory and wealth planning firm serving individuals, families, fiduciaries, partnerships, and charitable organizations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"description","label":"Description","shape":"text","content":"First Manhattan provides personalized investment advisory and wealth planning services, grounded in rigorous independent research and a long-term investment approach. The firm has been committed to personalized client service, research, and long-term investing since its founding in 1964.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To help clients secure their financial futures, achieve specific long-term goals, build wealth, and leave a material legacy through trusted investment advisory and wealth planning partnerships.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"David Gottesman, Founder.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://firstmanhattan.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, relationship-focused, research-driven, personalized, and long-term oriented.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1964","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Independently owned and operated by the Firm’s Partners.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps clients make informed long-term investment and wealth planning decisions, manage and grow assets, preserve income, and pursue financial goals and generational wealth.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Separately managed portfolios\nInvestment advisory services\nWealth planning\nRigorous independent investment research\nLong-term investment management\nPersonalized client service\nStrategic financial planning","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Separately Managed Portfolios\nWealth Planning","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, specifically investment advisory and wealth management.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Individuals, multigenerational families, fiduciaries, partnerships, charitable trusts and foundations, retirees, working professionals, entrepreneurs, beneficiaries of inherited wealth, and retirement plans sponsored by small and mid-sized professional firms and businesses.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Clients seeking long-term value and personalized investment advisory or wealth planning support, including individuals, families, trustees and other fiduciaries, entrepreneurs, retirees, beneficiaries of inherited wealth, and small or mid-sized professional firms and businesses with retirement plans.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Managing and growing assets over the long term\nBuilding generational wealth\nPlanning for retirement\nPreserving and growing income in retirement\nSaving for education, major capital expenditures, or retirement\nPlanning around the sale of a business\nManaging inherited wealth and trusts\nManaging retirement plan assets","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Pursue specific long-term financial goals\nSecure a financial future\nBuild wealth over time\nPreserve and grow assets\nCreate lasting multigenerational financial relationships\nDevelop a comprehensive view of financial goals and circumstances\nLeave a material legacy for future generations","source_type":"1p_website","source_label":"Brand's website","source_url":"https://firstmanhattan.com","updated_at":"2026-11-07T07:08:40.245297+00:00"}]}],"last_refreshed_at":"2026-11-07T07:08:40.257968+00:00","last_changed_at":"2026-11-07T07:08:40.268996+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=627f853f-22fa-450b-8b60-e8e2768dc16b"}