About Adams Chetwood Wealth Management
Adams Chetwood Wealth Management is a company based in Durham (United States) founded in 2015 was acquired by Allworth Financial in June 2022.. Adams Chetwood Wealth Management offers products and services including Wealth Management, Financial Planning, Investment Management, Tax Planning, and Estate Planning. Adams Chetwood Wealth Management operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Durham, 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 Allworth Financial
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Allworth Financial
(Jun 08, 2022)
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Products & Services of Adams Chetwood Wealth Management
Adams Chetwood Wealth Management offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, Investment Management, Tax Planning, and Estate Planning. 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.
Services for managing client investments and assets effectively
Guidance on budgeting, retirement, and long-term financial strategies
Oversight of portfolios to achieve client financial goals
Strategies for minimizing taxes and optimizing income
Assistance in planning asset distribution and inheritance
Funding Insights of Adams Chetwood 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 Adams Chetwood Wealth Management
Adams Chetwood Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Allworth Financial. 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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Provider of retirement planning services
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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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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Investments & Acquisitions by Adams Chetwood 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 - Adams Chetwood 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 |
Adams Chetwood Wealth Management Comparisons
Competitors of Adams Chetwood Wealth Management
Adams Chetwood 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, American Family Insurance, Point Digital Finance, 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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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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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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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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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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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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Latest news on Adams Chetwood Wealth Management
Frequently Asked Questions about Adams Chetwood Wealth Management
When was Adams Chetwood Wealth Management founded?
Adams Chetwood Wealth Management was founded in 2015.
Where is Adams Chetwood Wealth Management located?
Adams Chetwood Wealth Management is headquartered in Durham, United States. It is registered at Durham, North Carolina, United States.
What does Adams Chetwood Wealth Management do?
Adams Chetwood Wealth Management was established in 2015 in Durham, United States. Operations focus on the financial services sector, where advisory support is extended to individuals and businesses. Core offerings include wealth management strategies, investment guidance, and financial planning. Services are delivered through a dedicated team, emphasizing compliance and client-specific solutions within the domestic market. The firm maintains an online presence via adamschetwood.com for accessibility.
Who are the top competitors of Adams Chetwood Wealth Management?
Adams Chetwood Wealth Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Adams Chetwood Wealth Management offer?
Adams Chetwood Wealth Management offers Wealth Management, Financial Planning, Investment Management, Tax Planning, and Estate Planning.
Who are Adams Chetwood Wealth Management's investors?
Adams Chetwood Wealth Management has 1 investor. Key investors include Allworth Financial.
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