CenterPoint Wealth Management
About CenterPoint Wealth Management
CenterPoint Wealth Management is a company based in United States was acquired by Waverly Advisors in October 2024. The company has 6 employees as of December 31, 2024. CenterPoint Wealth Management offers products and services including Private Client Services, Family Office Services, and Institutional Consulting. CenterPoint Wealth Management operates in a competitive market with competitors including Fidelity Investments, Nordea, Generali, BNP Paribas and Investec, among others.
- Headquarter United States
- Employees 6 as on 31 Dec, 2024
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
- Legal Name Centerpoint Wealth Management, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
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Investors
Waverly Advisors
& 1 more
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Employee Count
6
as on Dec 31, 2024
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Acquired by
Waverly Advisors
(Oct 01, 2024)
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Products & Services of CenterPoint Wealth Management
CenterPoint Wealth Management offers a comprehensive portfolio of products and services, including Private Client Services, Family Office Services, and Institutional Consulting.
Provides personalized financial guidance for individual clients.
Offers comprehensive planning for family financial needs.
Delivers advice on institutional investment strategies.
Funding Insights of CenterPoint Wealth Management
Investors in CenterPoint Wealth Management
CenterPoint Wealth Management has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Waverly Advisors and HGGC.
| Investor | Description | Founded Year | Domain | Location |
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Private equity firm focused on middle market investments.
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Locked | Locked | Locked | |
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Asset and wealth management services are provided with retirement planning.
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Locked | Locked | Locked |
Investor details for CenterPoint Wealth Management
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Investments & Acquisitions by CenterPoint Wealth Management
Investment portfolio details for CenterPoint Wealth Management
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Financial Statements - CenterPoint Wealth Management
Detailed financials for CenterPoint Wealth Management
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Centerpoint Wealth Management Comparisons
Peer comparison for CenterPoint Wealth Management
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Competitors of CenterPoint Wealth Management
CenterPoint Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Nordea, Generali, BNP Paribas and Investec, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| Locked | Locked | Locked |
Nordea is recognized as a leading Nordic universal bank.
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| Locked | Locked | Locked |
Diversified insurance and asset management services are offered globally.
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| Locked | Locked | Locked |
Banking & financial service provider
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| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
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| Locked | Locked | Locked |
Wealth management, investment advisory, and financial services are provided.
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Detailed competitors of CenterPoint Wealth Management
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Latest news on Centerpoint Wealth Management
Complete news archive for CenterPoint Wealth Management
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Frequently Asked Questions about CenterPoint Wealth Management
CenterPoint Wealth Management is headquartered in United States.
As of Dec 31, 2024, the latest employee count at CenterPoint Wealth Management is 6.
A diversified asset management firm, CenterPoint Wealth Management, is headquartered in the United States. Investment portfolios across multiple asset classes, including equities, fixed income, and alternatives, are managed for clients. Operations encompass wealth advisory, portfolio construction, and risk assessment services tailored to individual and institutional needs. Focus is placed on long-term financial strategies within the financial services sector, with activities conducted nationwide.
CenterPoint Wealth Management's top competitors include Fidelity Investments, Investec and Aviva.
CenterPoint Wealth Management offers Private Client Services, Family Office Services, and Institutional Consulting.
CenterPoint Wealth Management has 2 investors. Key investors include Waverly Advisors, and HGGC.