About Cook Wealth
Cook Wealth is a company based in Raleigh (United States) founded in 2008 was acquired by Cerity Partners in April 2025.. Cook Wealth offers products and services including Wealth Management, Investment Solutions, and Estate Planning. Cook Wealth operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Raleigh, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Cerity Partners Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Cerity Partners
(Apr 03, 2025)
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Products & Services of Cook Wealth
Cook Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Investment Solutions, and Estate Planning. 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.
Offers personalized financial planning and investment advice
Provides strategies for portfolio management and risk assessment
Assists with gift, estate, and tax planning services
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Leadership Team
3 people
Finance and Accounting
1 people
Wealth Team
1 people
Senior Team
1 people
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Funding Insights of Cook Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Investors in Cook Wealth
Cook Wealth has secured backing from 1 investor. Prominent investors backing the company include Cerity Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and planning services are provided online.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Cook 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 - Cook 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 |
Cook Wealth Comparisons
Competitors of Cook Wealth
Cook Wealth 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, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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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Latest news on Cook Wealth
Frequently Asked Questions about Cook Wealth
When was Cook Wealth founded?
Cook Wealth was founded in 2008.
Where is Cook Wealth located?
Cook Wealth is headquartered in Raleigh, United States. It is registered at Raleigh, North Carolina, United States.
What does Cook Wealth do?
Cook Wealth was founded in 2008 and is headquartered in Raleigh, United States. As a wealth management firm, financial advising, tax advising, and investment management services are offered to professionals and business owners. Operations center on handling clients financial affairs within the investment sector, with a focus on practical money management solutions in the local geography.
Who are the top competitors of Cook Wealth?
Cook Wealth's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Cook Wealth offer?
Cook Wealth offers Wealth Management, Investment Solutions, and Estate Planning.
Who are Cook Wealth's investors?
Cook Wealth has 1 investor. Key investors include Cerity Partners.