About CDA Group
CDA Group is a Financial Services company based in Greenville (United States) founded in 1993, and was acquired by Beacon Pointe in January 2021. Wealth management, consulting, and retirement planning services are provided. 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
CDA Group was established in 1993 in Greenville, United States. Financial services are delivered through wealth management, consulting, and retirement planning. Operations center on advisory support for investment strategies and long-term financial security. The firm functions within the wealth management sector, serving clients across personal and professional financial requirements in the domestic market.
- Headquarters Greenville, United States
- Stage Acquired
- SectorsFinancial Services
- Website cdagroupllc.com
- Social LinkedIn
- Acquired by Beacon Pointe (Jan 2021)
- Investors
- Acquired byBeacon Pointe
(Jan 2021)
Investors in CDA Group
CDA Group 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 CDA Group
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 CDA Group
2 dated milestones of CDA Group across 28 years, from founding to its latest funding, stage changes and deals.
- Founded CDA Group is founded.
- Exit Acquired by Beacon Pointe.
Competitors of CDA Group
CDA Group 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 CDA Group
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.
Top companies in Asset Management
3 companies that operate in the same segment as CDA Group (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 |
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 Cda Group
Complete news archive for CDA Group
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 CDA Group
CDA Group was founded in 1993.
CDA Group is headquartered in Greenville, United States.
CDA Group was established in 1993 in Greenville, United States. Financial services are delivered through wealth management, consulting, and retirement planning. Operations center on advisory support for investment strategies and long-term financial security. The firm functions within the wealth management sector, serving clients across personal and professional financial requirements in the domestic market.
CDA Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
CDA Group has 1 investor. Key investors include Beacon Pointe Advisors.
Yes. CDA Group was acquired by Beacon Pointe in January 2021.