Cetera Financial Group
Cetera Financial Group, established in 2010 and headquartered in El Segundo, California, is a privately-held company that operates a network of independent retail broker-dealers. It specializes in providing financial advisory services to investors, offering a range of innovative solutions to support its network of independently managed firms. These include marketing tools like Connect2Clients, practice management solutions such as Pentameter and iAnalyze, wealth management education platforms, and specialized services like Guided Retirement Solutions and SetIncome. Cetera Financial Group aims to deliver comprehensive, competitive, and personalized support to its network, while preserving the independence and freedom of choice for individual advisors.
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9 past transactions
Concourse Financial Group Securities
Acquisition in 2024
Concourse Financial Group Securities (CFGS), founded in 1985 and headquartered in Birmingham, Alabama, is an independent registered investment advisor and broker/dealer. As a wholly-owned subsidiary of Protective Life Corporation, CFGS specializes in providing comprehensive insurance and financial planning solutions. The firm emphasizes an innovative approach to support clients in navigating their financial needs, ensuring a holistic perspective in their services.
Wilde Wealth Management Group
Private Equity Round in 2024
Wilde Wealth Management Group is an independent financial advisory firm dedicated to helping clients establish a solid financial foundation for their lives. The firm offers a broad range of services, including investment management, retirement planning, tax and accounting services, estate planning, risk management, insurance, and real estate services. By providing these comprehensive solutions, Wilde Wealth Management aims to simplify financial processes for clients, ultimately saving them time and reducing stress as they work toward their financial goals.
Avantax Wealth Management
Acquisition in 2023
Avantax Wealth Management is pioneering the future of comprehensive wealth management with a unique perspective on investing, a growing network of more than 3,500 independent advisors, and over 30 years of industry experience
Powell Financial Partners
Acquisition in 2023
Powell Financial Partners is an independent wealth management firm specializing in personalized financial advice and planning. They offer a comprehensive suite of services, including investment management, retirement planning, estate planning, and tax planning, tailored to meet the unique needs of both individual clients and businesses. Their approach is objective and practical, aiming to help clients achieve their financial goals.
The Retirement Planning Group
Acquisition in 2023
The Retirement Planning Group is a provider of retirement planning and consulting services specifically aimed at high-net-worth individuals, families, and retirees. The company specializes in various aspects of retirement preparation, including plan design and approval, as well as the preparation of government forms and reports. It also offers record-keeping and regulatory compliance services, alongside payroll and bookkeeping support. By focusing on these comprehensive services, The Retirement Planning Group assists its clients in navigating their financial journey to and through retirement, ensuring a smooth transition and a stress-free experience.
NetVEST Financial
Corporate Round in 2023
Netvest Financial is an independent wealth and estate management firm that serves individuals, families, and businesses by addressing their diverse financial needs. The company specializes in creating and managing investment portfolios aimed at optimizing the probability of financial success. Its comprehensive range of services includes investment management, retirement planning, estate planning, trust design, tax planning, insurance planning, and education planning. By offering personalized investment vehicles and objective advice, Netvest Financial strives to provide tailored solutions that meet the unique requirements of its clients.
Prosperity Advisors
Corporate Round in 2023
Prosperity Advisors is an investment management company. They are analysts, administrators, and advisers that deliver on core values. They provide solutions and support for clients. They offer relevant tax planning solutions and accurate tax preparation services.
Securian Financial- Retail Wealth Business
Acquisition in 2023
Securian Financial- retail wealth business offers retail services.
CCR Wealth Management
Corporate Round in 2022
CCR Wealth Management specializes in delivering tailored financial planning and portfolio management services to individuals, businesses, and institutions. The company focuses on creating customized solutions that encompass a wide range of services, including investment management, insurance strategies, corporate retirement plans, and coordination of business and personal finances. By prioritizing strategic and methodical approaches, CCR Wealth Management aims to help clients achieve long-term financial stability and success.
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