About AssetBuilder
AssetBuilder is a Financial Services company based in Plano (United States) founded in 2006. It provides investment advising, portfolio management, and financial planning services. It operates on a B2C model. AssetBuilder offers products and services including Portfolio Management, Tax Optimization, Financial Planning, and Retirement Planning. Its focus areas include FinTech, Investment Tech, Planning and Retirement Services. Its legal entity is AssetBuilder, Inc. Similar companies include Betterment, Stash and Wealthfront; 3 of its 3 listed similar companies have raised funding.
Company details
AssetBuilder is a team of fee-only fiduciary advisors based in Plano, TX, offering personalized investment strategies through portfolio management, tax optimization, financial planning, and retirement planning. They use a research-backed philosophy to help clients secure financial futures by constructing low-cost portfolios and navigating tax laws. Services aim to support individuals in achieving wealth-building and retirement goals with a disciplined approach.
- Headquarters Plano, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website assetbuilder.com
- Social LinkedIn X Facebook YouTube
- Legal Name Assetbuilder, Inc.
Products & Services of AssetBuilder
AssetBuilder offers a comprehensive portfolio of products and services, including Portfolio Management, Tax Optimization, Financial Planning, and Retirement Planning.
Constructs low-cost portfolios aligned with client financial objectives.
Reduces tax impact on investments through strategic decisions.
Offers personalized guidance for wealth building and goal achievement.
Helps navigate retirement income and social security complexities.
Apps and channels of AssetBuilder
its YouTube channel Keep It Simple Investing has 45 subscribers.
Similar companies to AssetBuilder
AssetBuilder has 3 listed similar companies in our database, 3 of them funded. They include Betterment, Stash and Wealthfront.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| betterment.com | 2010 | New York, United States | $335M | 399 | App-based automated investment and retirement planning platform | |
| stash.com | 2015 | New York, United States | $747.48M | Automated investment and robo-advisory services are offered to individuals. | ||
| wealthfront.com | 2008 | Palo Alto, United States | $204.67M | 200 | Robo-advisory and financial planning services are provided for investments. |
Detailed similar companies of AssetBuilder
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Web traffic of AssetBuilder
Websites that share an audience with AssetBuilder (assetbuilder.com).
Websites whose visitors overlap most with AssetBuilder. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| dimensional.com | 86% | 217.6K | #216,718 | View details | |
| formulafolios.com | 78% | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as AssetBuilder (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about AssetBuilder
AssetBuilder was founded in 2006.
AssetBuilder is headquartered in Plano, United States. It is registered at Plano, Texas, United States.
AssetBuilder is a team of fee-only fiduciary advisors based in Plano, TX, offering personalized investment strategies through portfolio management, tax optimization, financial planning, and retirement planning. They use a research-backed philosophy to help clients secure financial futures by constructing low-cost portfolios and navigating tax laws. Services aim to support individuals in achieving wealth-building and retirement goals with a disciplined approach.
AssetBuilder's top competitors include Betterment, Stash and Wealthfront.
AssetBuilder offers Portfolio Management, Tax Optimization, Financial Planning, and Retirement Planning.
AssetBuilder operates through Assetbuilder, Inc..