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
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- Legal Name Cerity Partners Llc
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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
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.
Offers personalized financial planning and investment advice
Provides strategies for portfolio management and risk assessment
Assists with gift, estate, and tax planning services
People of Cook Wealth
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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
Detailed funding history for Cook Wealth
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Investors in Cook Wealth
Cook Wealth has secured backing from 1 investor. Prominent investors backing the company include Cerity Partners.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and planning services are provided online.
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Investor details for Cook Wealth
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Cook Wealth
Investment portfolio details for Cook Wealth
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Financial Statements - Cook Wealth
Detailed financials for Cook Wealth
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Cook Wealth Comparisons
Peer comparison for Cook Wealth
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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.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Cook Wealth
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Latest news on Cook Wealth
Complete news archive for Cook Wealth
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Frequently Asked Questions about Cook Wealth
Cook Wealth was founded in 2008.
Cook Wealth is headquartered in Raleigh, United States. It is registered at Raleigh, North Carolina, United States.
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.
Cook Wealth's top competitors include Fidelity Investments, Investec and S&P Global.
Cook Wealth offers Wealth Management, Investment Solutions, and Estate Planning.
Cook Wealth has 1 investor. Key investors include Cerity Partners.