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.
Concourse Financial Group, established in 1985 and headquartered in Birmingham, Alabama, operates as an independent registered investment advisor and broker/dealer. As a wholly-owned subsidiary of Protective Life Corporation, it provides a comprehensive and innovative approach to insurance and financial planning support. The firm focuses on delivering tailored financial solutions to meet the diverse needs of its clients, emphasizing a holistic strategy that integrates various aspects of financial management.
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 wide range of services, including investment management, retirement planning, tax and accounting services, estate planning, risk management, and insurance. Additionally, Wilde Wealth Management provides real estate services and other professional offerings, all aimed at simplifying complex financial processes and alleviating the stress associated with managing personal finances.
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 cater to both individuals and businesses, offering a comprehensive suite of services including investment management, retirement planning, estate planning, and tax planning. Their approach is objective and tailored to help clients achieve their unique 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 providing tailored financial planning and portfolio management services to individuals, corporations, and institutions. The firm offers a range of services that include comprehensive financial planning, investment management, corporate retirement plans, and group health and life insurance. Additionally, it focuses on both business and personal financial coordination, aiming to help clients achieve long-term financial stability and strength. Through its strategic and methodical approach, CCR Wealth Management addresses the unique financial needs of its diverse clientele.
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