About CMG Wealth
CMG Wealth is a company based in Malvern (United States). It operates as a Professional Services, and Commission-Based. CMG Wealth offers products and services including Institutional Platform Services, Managed Accounts, and Mutual Funds.
- Headquarter Malvern, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Cmg Advisors, Inc.
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of CMG Wealth
CMG Wealth offers a comprehensive portfolio of products and services, including Institutional Platform Services, Managed Accounts, and Mutual Funds. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform services are provided for advisors' investment strategies.
Managed accounts are offered for personalized investment solutions.
Mutual funds are managed for diversified investment options.
Funding Insights of CMG Wealth
| 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 |
Investments & Acquisitions by CMG Wealth
| 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 - CMG Wealth
| 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 |
Cmg Wealth Comparisons
Competitors of CMG Wealth
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about CMG Wealth
Where is CMG Wealth located?
CMG Wealth is headquartered in Malvern, United States. It is registered at Malvern, Pennsylvania, United States.
What does CMG Wealth do?
CMG Wealth is focused on delivering wealth management services through its Institutional Platform Services. Customized investment strategies are offered to financial advisors, alongside managed accounts and mutual funds. A high-touch service team is integrated to ensure personalized support. The company operates within the financial sector, targeting advisors and individual investors with open architecture platforms. Solutions are tailored to meet diverse client needs seamlessly.
What products or services does CMG Wealth offer?
CMG Wealth offers Institutional Platform Services, Managed Accounts, and Mutual Funds.
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