About Campbell Wealth
Campbell Wealth is a Financial Services company based in United States founded in 2004, and was acquired by CAPTRUST in December 2024. It operates as a wealth management services are provided to clients nationwide. The company has 27 employees. Campbell Wealth offers products and services including Wealth Planning, Investment Advisory, and Retirement Solutions. Its focus areas include Asset Management and Wealth Management. Its competitors include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice and 4 more; 5 of its 9 listed competitors have raised funding.
Company details
Campbell Wealth was established in 2004 as a firm specializing in wealth management. Operations are centered in the United States, where advisory services for financial planning, investment strategies, and asset management are delivered. The company focuses on tailored solutions for individual and institutional clients, with activities conducted through its online domain, campbellwealth.com. Sector involvement remains in the financial services industry, emphasizing compliance and risk assessment.
- Headquarters United States
- Employees 27
- Stage Acquired
- SectorsFinancial Services
- Website campbellwealth.com
- Social LinkedIn Facebook
- Acquired by CAPTRUST (Dec 2024)
Products & Services of Campbell Wealth
Campbell Wealth offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Advisory, and Retirement Solutions.
Provides tailored financial planning for individuals and families
Offers advice on investments and portfolio management
Delivers services for retirement plans and sponsors
Investors in Campbell Wealth
Campbell Wealth has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment consulting and wealth management services are provided to clients. | 1989 | captrust.com | Raleigh, United States |
Investor details for Campbell Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Campbell Wealth
2 dated milestones of Campbell Wealth across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Campbell Wealth is founded.
- Exit Acquired by CAPTRUST.
Competitors of Campbell Wealth
Campbell Wealth has 9 listed competitors in our database, 5 of them funded. They include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | – | 97 | Provider of wealth management services | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. |
Detailed competitors of Campbell Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Campbell Wealth
Websites that share an audience with Campbell Wealth (campbellwealth.com).
Websites whose visitors overlap most with Campbell Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wealthmsi.com | 100% | 25.9K | #1,119,544 | View details | |
| wintrustwealth.com | 99% | 9.3K | #2,405,687 | View details | |
obermeyerasset.com | obermeyerasset.com | 65% | – | – | – |
| pencewealthmanagement.com | 65% | 2.5K | #6,847,822 | View details | |
| moderawealth.com | 64% | 15.2K | #1,695,426 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for Campbell Wealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
10 companies that operate in the same segment as Campbell Wealth (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Campbell Wealth
Complete news archive for Campbell Wealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Campbell Wealth
Campbell Wealth was founded in 2004.
Campbell Wealth is headquartered in United States.
Campbell Wealth has 27 employees.
Campbell Wealth was established in 2004 as a firm specializing in wealth management. Operations are centered in the United States, where advisory services for financial planning, investment strategies, and asset management are delivered. The company focuses on tailored solutions for individual and institutional clients, with activities conducted through its online domain, campbellwealth.com. Sector involvement remains in the financial services industry, emphasizing compliance and risk assessment.
Campbell Wealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Campbell Wealth offers Wealth Planning, Investment Advisory, and Retirement Solutions.
Campbell Wealth has 1 investor. Key investors include CAPTRUST.
Yes. Campbell Wealth was acquired by CAPTRUST in December 2024.