About Cornerstone Comprehensive Wealth Management
Cornerstone Comprehensive Wealth Management is a company based in Reno (United States) founded in 2004 by Christopher Abts was acquired by Prime Capital Investment Advisors in March 2023. It operates as a Professional Services. Cornerstone Comprehensive Wealth Management offers products and services including Income Planning, Tax Planning, Investment Management, and Estate & Legacy Planning. Cornerstone Comprehensive Wealth Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Reno, United States
- Founders Christopher Abts
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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 Cornerstone Retirement Group, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
Prime Capital Investment Advisors
(Mar 09, 2023)
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Products & Services of Cornerstone Comprehensive Wealth Management
Cornerstone Comprehensive Wealth Management offers a comprehensive portfolio of products and services, including Income Planning, Tax Planning, Investment Management, and Estate & Legacy 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.
Income planning is provided for sustainable retirement lifestyles.
Tax planning is offered to minimize retirement tax burdens.
Investment management is delivered for optimal retirement decisions.
Estate planning is provided for seamless beneficiary transfers.
Funding Insights of Cornerstone Comprehensive Wealth Management
| 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 Cornerstone Comprehensive Wealth Management
Cornerstone Comprehensive Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Prime Capital Investment Advisors. 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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Provider of asset & wealth management, investment advisory, and financial planning services
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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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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Cornerstone Comprehensive Wealth Management
| 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 - Cornerstone Comprehensive Wealth Management
| 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 |
Cornerstone Comprehensive Wealth Management Comparisons
Competitors of Cornerstone Comprehensive Wealth Management
Cornerstone Comprehensive Wealth Management 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, FNZ and Northwestern Mutual, 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 |
Wealth management solutions are delivered for asset managers.
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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 |
Mutual life insurance and asset management services are provided.
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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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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 Cornerstone Comprehensive Wealth Management
Frequently Asked Questions about Cornerstone Comprehensive Wealth Management
When was Cornerstone Comprehensive Wealth Management founded?
Cornerstone Comprehensive Wealth Management was founded in 2004.
Where is Cornerstone Comprehensive Wealth Management located?
Cornerstone Comprehensive Wealth Management is headquartered in Reno, United States. It is registered at Reno, Nevada, United States.
What does Cornerstone Comprehensive Wealth Management do?
Cornerstone Comprehensive Wealth Management is based in Reno, Nevada, and offers fiduciary-based financial guidance. Services are provided in income planning, tax planning, investment management, and estate planning. These solutions are tailored for individuals with investable assets of 250,000 or more. The focus is placed on ensuring sustainable retirement lifestyles, minimizing tax burdens, optimizing investment decisions, and securing legacy plans for beneficiaries. Best-in-class resources are utilized to support clients in achieving their financial goals.
Who are the top competitors of Cornerstone Comprehensive Wealth Management?
Cornerstone Comprehensive Wealth Management's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Cornerstone Comprehensive Wealth Management offer?
Cornerstone Comprehensive Wealth Management offers Income Planning, Tax Planning, Investment Management, and Estate & Legacy Planning.
Who are Cornerstone Comprehensive Wealth Management's investors?
Cornerstone Comprehensive Wealth Management has 1 investor. Key investors include Prime Capital Investment Advisors.