About Engrave Wealth
Engrave Wealth is a Financial Services company based in The Woodlands (United States) founded in 2017, and was acquired by CAPTRUST in January 2024. It operates as a financial planning and retirement planning services are provided. Engrave Wealth offers products and services including Wealth Planning, Investment Advisory, and Fiduciary Services. Its focus areas include Asset Management, Financial Advisors and Retirement & Pension. Its competitors include MetLife, Jackson, Voya Financial, Pacific Life and Athene and 5 more; 4 of its 10 listed competitors have raised funding.
Company details
Engrave Wealth Partners was established in 2017 as a registered investment adviser based in The Woodlands, United States. Fiduciary fee-only services in financial planning and retirement planning are offered to individuals and families. Wealth management expertise spanning over 20 years is utilized to educate clients, guide decision-making, and support financial goals within the investment advisory sector.
- Headquarters The Woodlands, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
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- Website engravewealth.com
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- Acquired by CAPTRUST (Jan 2024)
Products & Services of Engrave Wealth
Engrave Wealth offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Advisory, and Fiduciary Services.
Provides tailored strategies for personal and business financial goals.
Offers guidance on investments and risk management for clients.
Delivers co-fiduciary support for retirement plans and nonprofits.
Investors in Engrave Wealth
Engrave Wealth has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment consulting and wealth management services are provided to clients. | 1989 | captrust.com | Raleigh, United States |
Investor details for Engrave Wealth
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Timeline of Engrave Wealth
2 dated milestones of Engrave Wealth across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Engrave Wealth is founded.
- Exit Acquired by CAPTRUST.
Competitors of Engrave Wealth
Engrave Wealth has 10 listed competitors in our database, 4 of them funded. They include MetLife, Jackson, Voya Financial, Pacific Life and Athene, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| metlife.com | 1868 | New York, United States | – | 18,167 | Internet-based life, health, auto, home, and pet insurance is offered. | |
| jackson.com | 1961 | Lansing, United States | $500M | 3,500 | Retirement-focused investment management services are provided by the firm. | |
| voya.com | 1999 | New York, United States | – | 6,839 | Provider of pension fund for the employees based out of the US | |
| pacificlife.com | 1868 | Newport Beach, United States | – | 3,138 | Insurance company | |
| athene.com | 2009 | West Des Moines, United States | $1.13B | 62 | Retirement services provider | |
| usrbpartners.com | 2007 | Iselin, United States | $24M | – | Retirement and benefits investment management services are provided. | |
| rgare.com | 1973 | St. Louis, United States | – | 3,900 | Global life and health reinsurance services are provided worldwide. | |
| horacemann.com | 1945 | Springfield, United States | – | 1,700 | Insurance and retirement products are offered to educators nationwide. | |
| allworthfinancial.com | 2018 | Folsom, United States | – | 284 | Provider of retirement planning services | |
| aspireonline.com | 2002 | Tampa, United States | $20M | 149 | Retirement-focused investment management services are provided by the firm. |
Detailed competitors of Engrave Wealth
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Top companies in Asset Management
10 companies that operate in the same segment as Engrave Wealth (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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Frequently Asked Questions about Engrave Wealth
Engrave Wealth was founded in 2017.
Engrave Wealth is headquartered in The Woodlands, United States. It is registered at The Woodlands, Texas, United States.
Engrave Wealth Partners was established in 2017 as a registered investment adviser based in The Woodlands, United States. Fiduciary fee-only services in financial planning and retirement planning are offered to individuals and families. Wealth management expertise spanning over 20 years is utilized to educate clients, guide decision-making, and support financial goals within the investment advisory sector.
Engrave Wealth's top competitors include Pacific Life, MetLife and Jackson.
Engrave Wealth offers Wealth Planning, Investment Advisory, and Fiduciary Services.
Engrave Wealth has 1 investor. Key investors include CAPTRUST.
Yes. Engrave Wealth was acquired by CAPTRUST in January 2024.