About Daniels + Tansey
Daniels + Tansey is a Financial Services company based in Wilmington (United States) founded in 2001, and was acquired by Creative Planning in November 2023. Wealth management firm. Daniels + Tansey offers products and services including Wealth Management, Investment Management, Financial Planning, and Tax Planning. Its focus areas include Asset Management and Wealth Management. Its legal entity is Creative Planning. Its competitors include Raymond James, Wintrust and Alera Group; 1 of its 3 listed competitors has raised funding.
Company details
Daniels Tansey was established in 2001 as a wealth management firm based in Wilmington, United States. Operations focus on financial advisory and investment strategies for high-net-worth individuals and institutions. Services include portfolio management, estate planning, and retirement solutions. The firm maintains a presence through its domain, danielstansey.com, serving clients primarily in the domestic market with an emphasis on personalized financial guidance.
- Headquarters Wilmington, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website danielstansey.com
- Social LinkedIn YouTube
- Acquired by Creative Planning (Nov 2023)
- Legal Name Creative Planning
- Investors
- Acquired byCreative Planning
(Nov 2023)
Products & Services of Daniels + Tansey
Daniels + Tansey offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, Financial Planning, and Tax Planning.
Optimizes investments and taxes for U.S. expats abroad
Provides customized plans for cross-border investing
Assists with long-term financial goals for expats
Manages U.S. tax laws for international clients
Apps and channels of Daniels + Tansey
its YouTube channel Creative Planning International fka Thun Financial has 629 subscribers and 17 videos.
Videos from Daniels + Tansey
The most watched videos on Daniels + Tansey's YouTube channel, Creative Planning International fka Thun Financial (629 subscribers). Click a video to play it here.
Investors in Daniels + Tansey
Daniels + Tansey has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management services | 1983 | creativeplanning.com | Overland Park, United States |
Investor details for Daniels Tansey
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Timeline of Daniels + Tansey
2 dated milestones of Daniels + Tansey across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Daniels + Tansey is founded.
- Exit Acquired by Creative Planning.
Competitors of Daniels + Tansey
Daniels + Tansey has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of Daniels Tansey
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Web traffic of Daniels + Tansey
Websites that share an audience with Daniels + Tansey (danielstansey.com).
Websites whose visitors overlap most with Daniels + Tansey. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| google.com | 100% | 85.8B | #1 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Daniels + Tansey (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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Related news about Daniels + Tansey
Complete news archive for Daniels Tansey
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Frequently Asked Questions about Daniels + Tansey
Daniels + Tansey was founded in 2001.
Daniels + Tansey is headquartered in Wilmington, United States. It is registered at Wilmington, Delaware, United States.
Daniels Tansey was established in 2001 as a wealth management firm based in Wilmington, United States. Operations focus on financial advisory and investment strategies for high-net-worth individuals and institutions. Services include portfolio management, estate planning, and retirement solutions. The firm maintains a presence through its domain, danielstansey.com, serving clients primarily in the domestic market with an emphasis on personalized financial guidance.
Daniels + Tansey's top competitors include Alera Group, Raymond James and Wintrust.
Daniels + Tansey offers Wealth Management, Investment Management, Financial Planning, and Tax Planning.
Daniels + Tansey has 1 investor. Key investors include Creative Planning.
Daniels + Tansey operates through Creative Planning.
Yes. Daniels + Tansey was acquired by Creative Planning in November 2023.