About Compass Financial
Compass Financial is a company based in Greensboro (United States) founded in 2002 by George G Hoyle was acquired by Marsh McLennan in January 2021. Compass Financial offers products and services including Retirement Plan Consulting and Individual Wealth Management. Compass Financial operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Greensboro, United States
- Founders George G Hoyle
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website compassfp.com
- Social LinkedIn X
- Acquired by Marsh McLennan (Jan 2021)
- Legal Name Compass Financial Partners, Llc
- Investors
- Acquired byMarsh McLennan
(Jan 2021)
Products & Services of Compass Financial
Compass Financial offers a comprehensive portfolio of products and services, including Retirement Plan Consulting and Individual Wealth Management.
Advises on retirement plans for institutions to ensure employee financial well-being.
Offers personalized strategies for personal financial growth and legacy planning.
Investors in Compass Financial
Compass Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Marsh McLennan.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Risk, strategy, and people-related professional services are provided. | 1871 | marshmclennan.com | New York, United States |
Investor details for Compass Financial
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People of Compass Financial
5 people are tracked at Compass Financial (5 in leadership).
| Name | Role | Group |
|---|---|---|
George G Hoyle | Founder | Leadership |
Lisa Sumida | Director Plan Consulting | Leadership |
M.B. | President & Chief Executive Officer | Leadership |
Katy Albers | Director, Institutional Retirement Plan Consulting | Leadership |
Jake Connors | Senior Director, Institutional Retirement Plan Consulting | Leadership |
Complete people profiles for Compass Financial
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Timeline of Compass Financial
2 dated milestones of Compass Financial across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Compass Financial is founded.
- Exit Acquired by Marsh McLennan.
Competitors of Compass Financial
Compass Financial 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| 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. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| prudential.com | 1875 | Newark, United States | – | 40,000 | Life, health, and financial insurance services are provided globally. |
Detailed competitors of Compass Financial
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Web traffic of Compass Financial
The website of Compass Financial (compassfp.com) receives about 2.1K visits a month.
- Monthly visits2.1K
▼ 45.5% vs previous month
Websites whose visitors overlap most with Compass Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| google.com | 100% | 85.8B | #1 | View details | |
sdkcpa.com | sdkcpa.com | 77% | – | #4,532,613 | – |
Latest news on Compass Financial
Complete news archive for Compass Financial
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Similar companies to Compass Financial
10 companies that operate in the same segment as Compass Financial (Asset Management), 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 | – | – | |
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 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Compass Financial
Compass Financial was founded in 2002.
Compass Financial is headquartered in Greensboro, United States. It is registered at Greensboro, North Carolina, United States.
Compass Financial was founded in 2002 by George G. Hoyle and is based in Greensboro, United States. Operations are centered on investment management within the financial sector. Services encompass portfolio management and related advisory functions for clients. The firm maintains its presence through the domain compassfp.com. Activities are conducted primarily in the United States, with a focus on established financial practices in the region.
Compass Financial's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
Compass Financial offers Retirement Plan Consulting and Individual Wealth Management.
Compass Financial has 1 investor. Key investors include Marsh McLennan.
Compass Financial operates through Compass Financial Partners, Llc.
Yes. Compass Financial was acquired by Marsh McLennan in January 2021.