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
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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 Compass Financial Partners, Llc
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Annual Revenue
Not available
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Net Profit
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EBITDA
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Latest Funding Round
Not available
- Investors
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Employee Count
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Acquired by
Marsh McLennan
(Jan 05, 2021)
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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.
People of Compass Financial
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Funding Insights of Compass Financial
Detailed funding history for Compass Financial
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Investors in Compass Financial
Compass Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Marsh McLennan.
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Risk, strategy, and people-related professional services are provided.
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Investor details for Compass Financial
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Investments & Acquisitions by Compass Financial
Investment portfolio details for Compass Financial
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Financial Statements - Compass Financial
Detailed financials for Compass Financial
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Compass Financial Comparisons
Peer comparison for Compass Financial
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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.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Financial services are provided to consumers and corporations worldwide.
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Detailed competitors of Compass Financial
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Latest news on Compass Financial
Complete news archive for Compass Financial
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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.