About Cimino Wealth Advisors
Cimino Wealth Advisors is a company based in Brookfield (United States) founded in 2018 was acquired by Wealth Enhancement in June 2018.. Cimino Wealth Advisors operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Brookfield, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Wealth Enhancement
(Jun 13, 2018)
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Funding Insights of Cimino Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Cimino Wealth Advisors
Cimino Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Wealth Enhancement. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Diversified investment management services are provided to clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Cimino Wealth Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Cimino Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cimino Wealth Advisors Comparisons
Competitors of Cimino Wealth Advisors
Cimino Wealth Advisors 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 Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cimino Wealth Advisors
Frequently Asked Questions about Cimino Wealth Advisors
When was Cimino Wealth Advisors founded?
Cimino Wealth Advisors was founded in 2018.
Where is Cimino Wealth Advisors located?
Cimino Wealth Advisors is headquartered in Brookfield, United States. It is registered at Brookfield, Wisconsin, United States.
What does Cimino Wealth Advisors do?
Cimino Wealth Advisors was founded in 2018 and is based in Brookfield, United States. Operations focus on the financial services sector, where wealth management is delivered to clients. Advisory services encompass investment planning, portfolio management, and financial strategy. The firm operates primarily within the United States, supporting individual and institutional clients through tailored wealth preservation and growth approaches.
Who are the top competitors of Cimino Wealth Advisors?
Cimino Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Who are Cimino Wealth Advisors's investors?
Cimino Wealth Advisors has 1 investor. Key investors include Wealth Enhancement.
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