About Bartlett
Bartlett is a Financial Services company based in Cincinnati (United States) founded in 2012, and was acquired by Focus Financial Partners in February 2018. Wealth management services are provided by Bartlett to clients. It operates on a Professional Services model. Bartlett has completed 1 acquisition, including Lodestar Investment Counsel. Its chief executive, as recorded, is Kelley Downing. Bartlett offers products and services including Wealth Management, Financial Planning, Investment Management, Family Office Services, and Business Owner Services. Its focus areas include Financials, Asset Management and Wealth Management. Its legal entity is Bartlett Wealth Management. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
Bartlett Wealth Management is engaged in delivering comprehensive financial services. Wealth management, financial planning, and investment management are offered to individuals, families, business owners, institutions, and nonprofits. Solutions are tailored to meet unique client needs through a dedicated team approach. The firm operates in the financial sector, emphasizing continuity and care in client relationships. Services are designed to simplify complex financial situations and provide actionable advice. A multigenerational perspective is maintained to support clients across generations.
- Headquarters Cincinnati, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website bartlett1898.com
- Social LinkedIn X Facebook Instagram
- Acquired by Focus Financial Partners (Feb 2018)
- Legal Name Bartlett Wealth Management
- Investors
- Investments & Acquisitions
- Acquired byFocus Financial Partners
(Feb 2018)
Products & Services of Bartlett
Bartlett offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, Investment Management, Family Office Services, and Business Owner Services.
Wealth is managed through customized holistic financial plans.
Financial plans are created to meet unique client needs.
Investments are managed to align with client goals.
Family wealth is organized for generational continuity plans.
Business and personal wealth are integrated for value.
Investors in Bartlett
Bartlett has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Focus Financial Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Business consulting services are provided to banks and lending institutions. | 2004 | focusfinancialpartners.com | New York, United States |
Investor details for Bartlett
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People of Bartlett
40 people are tracked at Bartlett (9 in leadership, 31 in team).
| Name | Role | Group |
|---|---|---|
Kelley Downing | CEO & President | Leadership |
Krista Linn | Director, Senior Portfolio Manager | Leadership |
Holly H. Mazzocca | President, Wealth Advisor, Principal | Leadership |
Kellie Muthert | Director, Human Resources | Leadership |
Matt Whalen | Director - Information Technology | Principal | Leadership |
Joe Walburg | Director Of Operations | Leadership |
Christopher D. Robbins | Investment Advisor And Head Of Fixed Income Solutions | Leadership |
Robert H. Dearborn | Director, Senior Portfolio Manager | Leadership |
Peter Flanzer | Director, Senior Portfolio Manager | Leadership |
Woodrow Uible | Principal, Wealth Advisor | Team |
Jason Katz | Wealth Advisor, Principal | Team |
Gina Palazzo Slayton | Wealth Advisor, Financial Planning Team Lead | Team |
Randy C. Evans | Technical Support & Infrastructure Specialist | Team |
Steve Young | Human Resources Manager | Team |
Rob E. Michel | Enterprise Network Manager | Team |
Nick P. Hyrcza | Investment Associate | Team |
Nicholas A. D’andrea | Financial Planning Associate | Team |
Nick J. Winter | Wealth Advisory Analyst | Team |
Pam J. Willner | Receptionist, Administrative Associate | Team |
Sherry Z. Bramer | Client Relationship Associate | Team |
20 more people are available in the full profile.
Complete people profiles for Bartlett
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Investments & Acquisitions by Bartlett
Bartlett has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Lodestar Investment Counsel.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment and wealth management services with financial planning are provided. | ldstr.com | Chicago, United States | 1989 | May 2019 | •••• |
Complete acquisition details for Bartlett
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Timeline of Bartlett
3 dated milestones of Bartlett across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Bartlett is founded.
- Exit Acquired by Focus Financial Partners.
- Acquisition Acquires Lodestar Investment Counsel.
Competitors of Bartlett
Bartlett has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of Bartlett
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Web traffic of Bartlett
The website of Bartlett (bartlett1898.com) receives about 4.2K visits a month.
- Monthly visits4.2K
▼ 50.3% vs previous month
Websites whose visitors overlap most with Bartlett. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
bicinvest.com | bicinvest.com | 100% | – | ||
bhinvest.com | bhinvest.com | 100% | – | ||
bigoakadvisors.com | bigoakadvisors.com | 100% | – | ||
bma-inc.net | bma-inc.net | 100% | – | ||
| bbrpartners.com | 100% | #1,362,683 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 23 similar websites and full traffic analytics for Bartlett
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Top companies in Asset Management
3 companies that operate in the same segment as Bartlett (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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Related news about Bartlett
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Frequently Asked Questions about Bartlett
Bartlett was founded in 2012.
Bartlett is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
Kelley Downing is the CEO of Bartlett, as recorded in our data.
Bartlett Wealth Management is engaged in delivering comprehensive financial services. Wealth management, financial planning, and investment management are offered to individuals, families, business owners, institutions, and nonprofits. Solutions are tailored to meet unique client needs through a dedicated team approach. The firm operates in the financial sector, emphasizing continuity and care in client relationships. Services are designed to simplify complex financial situations and provide actionable advice. A multigenerational perspective is maintained to support clients across generations.
Bartlett's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Bartlett offers Wealth Management, Financial Planning, Investment Management, Family Office Services, and Business Owner Services.
Bartlett has made 1 acquisition, including Lodestar Investment Counsel.
Bartlett has 1 investor. Key investors include Focus Financial Partners.
Bartlett operates through Bartlett Wealth Management.
Yes. Bartlett was acquired by Focus Financial Partners in February 2018.