About Cornerstone Wealth Management
Cornerstone Wealth Management is a Financial Services company based in San Diego (United States) founded in 1999, and was acquired by Vivaldi Capital Management in October 2020. Wealth and investment management services are offered to clients. Its chief executive, as recorded, is Chris Meacham. Its focus areas include Asset Management and Wealth Management. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters San Diego, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website cornerstonewm.com
- Social LinkedIn
- Acquired by Vivaldi Capital Management (Oct 2020)
- Investors
- Acquired byVivaldi Capital Management
(Oct 2020)
Investors in Cornerstone Wealth Management
Cornerstone Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Vivaldi Capital Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Offers integrated advisory services for wealth management and investment needs. | 2012 | vivaldicap.com | Chicago, United States |
Investor details for Cornerstone Wealth Management
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People of Cornerstone Wealth Management
1 people are tracked at Cornerstone Wealth Management (1 in leadership).
| Name | Role | Group |
|---|---|---|
Chris Meacham | CEO & President | Leadership |
Complete people profiles for Cornerstone Wealth Management
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Timeline of Cornerstone Wealth Management
2 dated milestones of Cornerstone Wealth Management across 21 years, from founding to its latest funding, stage changes and deals.
- Founded Cornerstone Wealth Management is founded.
- Exit Acquired by Vivaldi Capital Management.
Competitors of Cornerstone Wealth Management
Cornerstone Wealth Management has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Cornerstone Wealth Management
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Top companies in Asset Management
3 companies that operate in the same segment as Cornerstone Wealth Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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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 CEO of Cornerstone Wealth Management, as recorded in our data.
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 Wintrust.
Cornerstone Wealth Management has 1 investor. Key investors include Vivaldi Capital Management.
Yes. Cornerstone Wealth Management was acquired by Vivaldi Capital Management in October 2020.