About AE Wealth Management
AE Wealth Management is a company based in Topeka (United States) founded in 2016 by David Callanan. It operates as a B2B. AE Wealth Management offers products and services including Investment Management and Financial Planning. AE Wealth Management operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Topeka, United States
- Founders David Callanan
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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 Ae Wealth Management, Llc
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Products & Services of AE Wealth Management
AE Wealth Management offers a comprehensive portfolio of products and services, including Investment Management and Financial 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.
Manages portfolios to protect assets and support retirement goals.
Offers strategies for risk management and personalized financial portfolios.
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Funding Insights of AE 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 |
Investments & Acquisitions by AE 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 - AE 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 |
Ae Wealth Management Comparisons
Competitors of AE Wealth Management
AE 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 Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, 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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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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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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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ae Wealth Management
Frequently Asked Questions about AE Wealth Management
When was AE Wealth Management founded?
AE Wealth Management was founded in 2016.
Where is AE Wealth Management located?
AE Wealth Management is headquartered in Topeka, United States. It is registered at Topeka, Kansas, United States.
Who is the current CEO of AE Wealth Management?
David Callanan is the current CEO of AE Wealth Management. They have also founded this company.
What does AE Wealth Management do?
AE Wealth Management assists financial advisors across the country by offering personalized investment strategies and conservative portfolios to help clients protect assets and plan for retirement. Based in Topeka, Kansas, they combine financial planning, retirement services, and access to technology tools. Their approach focuses on understanding risk tolerance and providing ongoing market communication, serving individuals through advisor networks.
Who are the top competitors of AE Wealth Management?
AE Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does AE Wealth Management offer?
AE Wealth Management offers Investment Management and Financial Planning.