About BSW Wealth Partners
BSW Wealth Partners is a Financial Services company based in Boulder (United States) founded in 1992 by Debi Baydush, and was acquired by Sequoia Financial Group in September 2026. It offers wealth management, investment advice, and financial planning for individuals and businesses. It operates on a B2C and B2B model. The company has 29 employees. BSW Wealth Partners offers products and services including Wealth Management Services and Investment Advisory. Its focus areas include FinTech, Investment Tech, Financial Advisory and Estate Planning. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
BSW Wealth Partners is a wealth management and investment advisory firm that operates as a Certified B Corporation, focusing on fiduciary services without commissions. They help clients, including entrepreneurs and philanthropists, with financial planning, estate strategies, and investment guidance. Based in Colorado, they emphasize personalized advice to align with clients financial well-being and life goals, promoting disciplined planning and bold action for a balanced life.
- Headquarters Boulder, United States
- Employees 29
- Founders Debi Baydush
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website bsw.com
- Social LinkedIn Instagram
- Acquired by Sequoia Financial Group (Sep 2026)
- Legal Name Bsw Wealth Partners
- Investors
- Employee Count29
- Acquired bySequoia Financial Group
(Sep 2026)
Products & Services of BSW Wealth Partners
BSW Wealth Partners offers a comprehensive portfolio of products and services, including Wealth Management Services and Investment Advisory.
Provides personalized investment advice and planning for financial security.
Offers strategies for estate and retirement planning without hidden costs.
Investors in BSW Wealth Partners
BSW Wealth Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sequoia Financial Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified asset management services are offered to clients. | 1991 | sequoia-financial.com | Akron, United States |
Investor details for BSW Wealth Partners
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People of BSW Wealth Partners
1 people are tracked at BSW Wealth Partners (1 in leadership); the tracked headcount is 29.
| Name | Role | Group |
|---|---|---|
Debi Baydush | Founder | Leadership |
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Timeline of BSW Wealth Partners
2 dated milestones of BSW Wealth Partners across 34 years, from founding to its latest funding, stage changes and deals.
- Founded BSW Wealth Partners is founded.
- Exit Acquired by Sequoia Financial Group.
Competitors of BSW Wealth Partners
BSW Wealth Partners has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of BSW Wealth Partners
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Web traffic of BSW Wealth Partners
The website of BSW Wealth Partners (bsw.com) receives about 5.3K visits a month.
- Monthly visits5.3K
▲ 54.7% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as BSW Wealth Partners (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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Related news about Bsw Wealth Partners
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Frequently Asked Questions about BSW Wealth Partners
BSW Wealth Partners was founded in 1992.
BSW Wealth Partners is headquartered in Boulder, United States. It is registered at Boulder, Colorado, United States.
BSW Wealth Partners has 29 employees.
BSW Wealth Partners is a wealth management and investment advisory firm that operates as a Certified B Corporation, focusing on fiduciary services without commissions. They help clients, including entrepreneurs and philanthropists, with financial planning, estate strategies, and investment guidance. Based in Colorado, they emphasize personalized advice to align with clients financial well-being and life goals, promoting disciplined planning and bold action for a balanced life.
BSW Wealth Partners's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
BSW Wealth Partners offers Wealth Management Services and Investment Advisory.
BSW Wealth Partners has 1 investor. Key investors include Sequoia Financial Group.
BSW Wealth Partners operates through Bsw Wealth Partners.
Yes. BSW Wealth Partners was acquired by Sequoia Financial Group in September 2026.