About Cornerstone Wealth Management
Cornerstone Wealth Management is a company based in San Diego (United States) founded in 1999 was acquired by Vivaldi Capital Management in October 2020. Cornerstone Wealth Management operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter San Diego, United States
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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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Annual Revenue
Not available
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Net Profit
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EBITDA
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Latest Funding Round
Not available
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Employee Count
Not available
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Acquired by
Vivaldi Capital Management
(Oct 22, 2020)
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Funding Insights of Cornerstone Wealth Management
Detailed funding history for Cornerstone Wealth Management
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Investors in Cornerstone Wealth Management
Cornerstone Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Vivaldi Capital Management.
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Offers integrated advisory services for wealth management and investment needs.
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Investor details for Cornerstone Wealth Management
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Investments & Acquisitions by Cornerstone Wealth Management
Investment portfolio details for Cornerstone Wealth Management
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Financial Statements - Cornerstone Wealth Management
Detailed financials for Cornerstone Wealth Management
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Cornerstone Wealth Management Comparisons
Peer comparison for Cornerstone Wealth Management
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Competitors of Cornerstone Wealth Management
Cornerstone 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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A full-service stockbroker offering diverse investment options in India.
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M&A advisory, capital markets, and wealth management services are offered.
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Detailed competitors of Cornerstone Wealth Management
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Latest news on Cornerstone Wealth Management
Complete news archive for Cornerstone Wealth Management
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Frequently Asked Questions about Cornerstone Wealth Management
Cornerstone Wealth Management was founded in 1999.
Cornerstone Wealth Management is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Chris Meacham is the current CEO of Cornerstone Wealth Management.
Cornerstone Wealth Management was founded in 1999 and is headquartered in San Diego, United States. Operations focus on the financial services sector, where wealth management and investment advisory services are provided. Client portfolios are managed through tailored strategies, including asset allocation and financial planning. The firm serves individuals and institutions in the region, with leadership directed by CEO and President Chris Meacham.
Cornerstone Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Cornerstone Wealth Management has 1 investor. Key investors include Vivaldi Capital Management.