About DayMark Wealth Partners
DayMark Wealth Partners is a Financial Services company based in Cincinnati (United States) founded in 2022. Wealth advisory firm offering financial planning and management for individuals and families. It operates on a B2C model. DayMark Wealth Partners offers products and services including Wealth Advisory Services. Its focus areas include FinTech, Investment Tech, Wealth Management and Financial Advisory. Its legal entity is DMFA LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
DayMark Wealth Partners is an independent registered investment advisor that assists high-net-worth individuals and families with wealth management and financial planning. They use a disciplined process to identify goals, provide smart solutions, and build sustainable wealth across generations. Operating from multiple U.S. locations including Cincinnati and Chicago, they emphasize integrity and personalized stewardship to guide clients in decision-making and legacy preservation.
- Investors
Products & Services of DayMark Wealth Partners
DayMark Wealth Partners offers a comprehensive portfolio of products and services, including Wealth Advisory Services.
Provides personalized financial planning and wealth management for clients.
Apps and channels of DayMark Wealth Partners
its YouTube channel DayMark Wealth Partners has 27 subscribers and 4 videos.
Videos from DayMark Wealth Partners
The most watched videos on DayMark Wealth Partners's YouTube channel, DayMark Wealth Partners (27 subscribers). Click a video to play it here.
More on DayMark Wealth Partners.
Funding Insights of DayMark Wealth Partners
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of DayMark Wealth Partners with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2025 | Seed | – | – |
1 investors in total: 1 institutional.
Investors in DayMark Wealth Partners
DayMark Wealth Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Constellation Wealth Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides tailored capital solutions and advisory to wealth management firms for growth. | constellationwealthcapital.com |
Investor details for DayMark Wealth Partners
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Timeline of DayMark Wealth Partners
2 dated milestones of DayMark Wealth Partners across 3 years, from founding to its latest funding, stage changes and deals.
- Founded DayMark Wealth Partners is founded.
- Funding First funding round.
Competitors of DayMark Wealth Partners
DayMark Wealth Partners has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of DayMark Wealth Partners
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Verified entity values are shown only after access is granted.
Web traffic of DayMark Wealth Partners
The website of DayMark Wealth Partners (daymarkwealthpartners.com) receives about 1K visits a month.
- Monthly visits1K
▲ 24.5% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as DayMark Wealth Partners (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Daymark Wealth Partners
Complete news archive for DayMark Wealth Partners
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Frequently Asked Questions about DayMark Wealth Partners
DayMark Wealth Partners was founded in 2022 and raised its 1st funding round 3 years after it was founded.
DayMark Wealth Partners is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
DayMark Wealth Partners is an independent registered investment advisor that assists high-net-worth individuals and families with wealth management and financial planning. They use a disciplined process to identify goals, provide smart solutions, and build sustainable wealth across generations. Operating from multiple U.S. locations including Cincinnati and Chicago, they emphasize integrity and personalized stewardship to guide clients in decision-making and legacy preservation.
DayMark Wealth Partners's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
DayMark Wealth Partners offers Wealth Advisory Services.
DayMark Wealth Partners has 1 investor. Key investors include Constellation Wealth Capital.
DayMark Wealth Partners operates through Dmfa Llc.