About EdgeRock
EdgeRock is a company. It operates as a B2C, and B2B. EdgeRock offers products and services including EdgeRock Summit Plan and Investment Advisory. EdgeRock operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Edgerock Wealth Management, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Employee Count
Employee Count
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Products & Services of EdgeRock
EdgeRock offers a comprehensive portfolio of products and services, including EdgeRock Summit Plan and Investment Advisory. 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.
Comprehensive strategy for income, healthcare, and legacy planning.
Active management to minimize market risks and optimize savings.
Funding Insights of EdgeRock
| 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 |
Investments & Acquisitions by EdgeRock
| 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 - EdgeRock
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Edgerock Comparisons
Competitors of EdgeRock
EdgeRock 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 Raymond James, 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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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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M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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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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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Edgerock
Frequently Asked Questions about EdgeRock
What does EdgeRock do?
EdgeRock Wealth Management is a financial services firm based in Denver, Colorado, serving clients across more than 20 states. They specialize in creating personalized retirement plans that minimize tax exposure, protect against market volatility, and maximize savings through investment strategies. Their services include legacy planning, healthcare needs assessment, and Social Security optimization to ensure secure income and fulfilling retirements for individuals and families.
Who are the top competitors of EdgeRock?
EdgeRock's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does EdgeRock offer?
EdgeRock offers EdgeRock Summit Plan and Investment Advisory.
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