About Altavista Wealth Management
Altavista Wealth Management is a Financial Services company based in Asheville (United States) founded in 2003, and was acquired by Beacon Pointe in February 2022. Financial planning and investment management services are provided to clients. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Altavista Wealth Management was founded in 2003 and is headquartered in Asheville, United States. Operations focus on the financial services sector, where personalized financial planning and investment management are delivered to individuals and families. Services encompass portfolio management, retirement strategies, and wealth advisory, all conducted through a dedicated advisory approach. The firm maintains a local presence while adhering to standard industry regulations.
- Headquarters Asheville, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website altavistawealth.com
- Social LinkedIn Facebook
- Acquired by Beacon Pointe (Feb 2022)
- Investors
- Acquired byBeacon Pointe
(Feb 2022)
Investors in Altavista Wealth Management
Altavista Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Beacon Pointe Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided by Beacon Pointe. | 2002 | beaconpointe.com | Newport Beach, United States |
Investor details for Altavista Wealth Management
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Timeline of Altavista Wealth Management
2 dated milestones of Altavista Wealth Management across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Altavista Wealth Management is founded.
- Exit Acquired by Beacon Pointe.
Competitors of Altavista Wealth Management
Altavista Wealth Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Altavista Wealth Management
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Top companies in Asset Management
3 companies that operate in the same segment as Altavista Wealth Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Altavista Wealth Management
Altavista Wealth Management was founded in 2003.
Altavista Wealth Management is headquartered in Asheville, United States. It is registered at Asheville, North Carolina, United States.
Altavista Wealth Management was founded in 2003 and is headquartered in Asheville, United States. Operations focus on the financial services sector, where personalized financial planning and investment management are delivered to individuals and families. Services encompass portfolio management, retirement strategies, and wealth advisory, all conducted through a dedicated advisory approach. The firm maintains a local presence while adhering to standard industry regulations.
Altavista Wealth Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Altavista Wealth Management has 1 investor. Key investors include Beacon Pointe Advisors.
Yes. Altavista Wealth Management was acquired by Beacon Pointe in February 2022.