About Compass Wealth Advisors
Compass Wealth Advisors is a company based in Elkhart (United States) founded in 2023 was acquired by United Capital in July 2017. Compass Wealth Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Elkhart, United States
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Sectors
Financial Services
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Phone
Locked
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Website
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
United Capital
(Jul 25, 2017)
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Funding Insights of Compass Wealth Advisors
Detailed funding history for Compass Wealth Advisors
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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 |
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Wealth counseling services are offered for investment and financial planning.
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Investor details for Compass Wealth Advisors
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Investments & Acquisitions by Compass Wealth Advisors
Investment portfolio details for Compass Wealth Advisors
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Financial Statements - Compass Wealth Advisors
Detailed financials for Compass Wealth Advisors
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Compass Wealth Advisors Comparisons
Peer comparison for Compass Wealth Advisors
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Competitors of Compass Wealth Advisors
Compass 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 Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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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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Mutual life insurance and asset management services are provided.
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Detailed competitors of Compass Wealth Advisors
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Latest news on Compass Wealth Advisors
Complete news archive for Compass Wealth Advisors
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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, Investec and S&P Global.
Compass Wealth Advisors has 1 investor. Key investors include United CP.