About Compass Wealth Advisors
Compass Wealth Advisors is a Financial Services company based in Elkhart (United States) founded in 2023, and was acquired by United Capital in July 2017. Provider of investment management services. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Compass Wealth Advisors was founded in 2023 and operates in the investment management industry from Elkhart, United States. Services include portfolio management, financial planning, and advisory support for individual and institutional investors. Operations focus on tailored strategies to meet client objectives, with access available through the companys domain. Geographic emphasis remains on the U.S. market, ensuring compliance with relevant financial regulations.
- Headquarters Elkhart, United States
- Stage Acquired
- SectorsFinancial Services
- Website compasswa.com
- Acquired by United Capital (Jul 2017)
- Investors
- Acquired byUnited Capital
(Jul 2017)
Investors in Compass Wealth Advisors
Compass Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include United CP.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth counseling services are offered for investment and financial planning. | 2005 | unitedcp.com | Newport Beach, United States |
Investor details for Compass Wealth Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Timeline of Compass Wealth Advisors
2 dated milestones of Compass Wealth Advisors across 6 years, from founding to its latest funding, stage changes and deals.
- Exit Acquired by United Capital.
- Founded Compass Wealth Advisors is founded.
Competitors of Compass Wealth Advisors
Compass Wealth Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| 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. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Compass Wealth Advisors
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- Full competitor set
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Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Compass Wealth Advisors (Asset Management) in United States, 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 | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Compass Wealth Advisors
Compass Wealth Advisors was founded in 2023.
Compass Wealth Advisors is headquartered in Elkhart, United States. It is registered at Elkhart, Indiana, United States.
Compass Wealth Advisors was founded in 2023 and operates in the investment management industry from Elkhart, United States. Services include portfolio management, financial planning, and advisory support for individual and institutional investors. Operations focus on tailored strategies to meet client objectives, with access available through the companys domain. Geographic emphasis remains on the U.S. market, ensuring compliance with relevant financial regulations.
Compass Wealth Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Compass Wealth Advisors has 1 investor. Key investors include United CP.
Yes. Compass Wealth Advisors was acquired by United Capital in July 2017.