About ACG Wealth Management
ACG Wealth Management is a company based in Midlothian (United States) founded in 1982 was acquired by NFP in June 2023.. ACG Wealth Management offers products and services including Financial Planning, Investment Management, and Retirement Advisory. ACG Wealth Management operates in a competitive market with competitors including MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others.
- Headquarter Midlothian, United States
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Sectors
Financial Services
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Phone
*********
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Website
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Social
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- Legal Name Wealthspire Advisors
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Products & Services of ACG Wealth Management
ACG Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Retirement Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides strategies for personal and business financial goals.
Manages client portfolios to optimize growth and risk.
Offers plans for secure retirement and pension management.
Funding Insights of ACG Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in ACG Wealth Management
ACG Wealth Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include NFP. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Personal, property, casualty, and retirement insurance advisory services are provided.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by ACG Wealth Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - ACG Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Acg Wealth Management Comparisons
Competitors of ACG Wealth Management
ACG Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Mutual life insurance company
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Fractional home equity is sold online for interest-free loans.
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Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Provider of banking related services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about ACG Wealth Management
When was ACG Wealth Management founded?
ACG Wealth Management was founded in 1982.
Where is ACG Wealth Management located?
ACG Wealth Management is headquartered in Midlothian, United States.
Who is the current CEO of ACG Wealth Management?
J Saunders Wiggin is the current CEO of ACG Wealth Management.
What does ACG Wealth Management do?
ACG Wealth Management was founded in 1982 in Midlothian, United States. Operations are centered on the financial services sector, where advisory support is extended to clients for wealth management needs. Guidance on investments, planning, and related matters is offered through established practices. The firm is led by J Saunders Wiggin in the roles of CEO and President, ensuring continuity in service delivery.
Who are the top competitors of ACG Wealth Management?
ACG Wealth Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does ACG Wealth Management offer?
ACG Wealth Management offers Financial Planning, Investment Management, and Retirement Advisory.
Who are ACG Wealth Management's investors?
ACG Wealth Management has 1 investor. Key investors include NFP.
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