About Align Wealth Management
Align Wealth Management is a company based in Oklahoma City (United States) founded in 1994 was acquired by Edelman Financial Engines in October 2023.. Align Wealth Management offers products and services including Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate Planning.
- Headquarter Oklahoma City, 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 Edelman Financial Engines, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
Edelman Financial Engines
(Oct 03, 2023)
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Products & Services of Align Wealth Management
Align Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Retirement Planning, 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.
Service for creating personalized financial strategies and goals.
Manages portfolios to optimize returns and minimize risks.
Assists in preparing for and managing retirement funds.
Provides strategies to minimize tax liabilities effectively.
Guides on asset distribution and legacy preservation.
Funding Insights of Align 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 Align Wealth Management
Align Wealth Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Edelman Financial Engines. 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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Diversified investment management services are provided to clients.
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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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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 Align 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 - Align 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 |
Align Wealth Management Comparisons
Competitors of Align Wealth Management
| 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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Latest news on Align Wealth Management
Frequently Asked Questions about Align Wealth Management
When was Align Wealth Management founded?
Align Wealth Management was founded in 1994.
Where is Align Wealth Management located?
Align Wealth Management is headquartered in Oklahoma City, United States. It is registered at Oklahoma City, Oklahoma, United States.
Who is the current CEO of Align Wealth Management?
Jay Shah is the current CEO of Align Wealth Management.
What does Align Wealth Management do?
Align Wealth Management was founded in 1994 and is headquartered in Oklahoma City, United States. Financial services are provided in the wealth management sector, with a focus on personalized planning for individuals. Independent and experienced planners are utilized to deliver these services. Appointments can be requested online through the companys domain, alignmywealth.com. Operations center on supporting client financial needs in a structured manner.
What products or services does Align Wealth Management offer?
Align Wealth Management offers Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate Planning.
Who are Align Wealth Management's investors?
Align Wealth Management has 1 investor. Key investors include Edelman Financial Engines.