Edmonds Duncan
About Edmonds Duncan
Edmonds Duncan is a Financial Services company, and was acquired by Creative Planning in November 2024. It operates as a provider of wealth management services. Edmonds Duncan offers products and services including Wealth Management Services. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning and 4 more; 3 of its 9 listed competitors have raised funding.
Company details
Edmonds Duncan offers Wealth Management Services while focusing on offering financial products and advice, managing assets, and managing wealth portfolios. Provider of wealth management services. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs. It continues to evolve, meeting industry challenges with strategic approaches.
- Stage Acquired
- SectorsFinancial Services
- Website edmondsduncan.com
- Acquired by Creative Planning (Nov 2024)
- Investors
- Acquired byCreative Planning
(Nov 2024)
Products & Services of Edmonds Duncan
Edmonds Duncan offers a comprehensive portfolio of products and services, including Wealth Management Services.
Provides integrated plans for investments, taxes, and estates.
Investors in Edmonds Duncan
Edmonds Duncan 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 Edmonds Duncan
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Competitors of Edmonds Duncan
Edmonds Duncan has 9 listed competitors in our database, 3 of them funded. They include Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
| 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 | |
| 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. | |
| creativeplanning.com | 1983 | Overland Park, United States | – | 97 | Provider of wealth management services | |
| vontobel.com | 1924 | Zurich, Switzerland | – | – | Provider of wealth management services | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| juliusbaer.com | 1890 | Zurich, Switzerland | – | 6,292 | Private Banking firm offering wealth management services | |
| rothschildandco.com | 1798 | Paris, France | – | 378 | Multinational private and alternative asset investments are managed globally. |
Detailed competitors of Edmonds Duncan
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Top companies in Asset Management
10 companies that operate in the same segment as Edmonds Duncan (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Edmonds Duncan
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Frequently Asked Questions about Edmonds Duncan
Edmonds Duncan offers Wealth Management Services while focusing on offering financial products and advice, managing assets, and managing wealth portfolios. Provider of wealth management services. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs. It continues to evolve, meeting industry challenges with strategic approaches.
Edmonds Duncan's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Edmonds Duncan offers Wealth Management Services.
Edmonds Duncan has 1 investor. Key investors include Creative Planning.
Yes. Edmonds Duncan was acquired by Creative Planning in November 2024.