About Equity Wealth Partners
Equity Wealth Partners is a company based in United States founded in 2021. It operates as a B2B, and B2C. Equity Wealth Partners offers products and services including Wealth Management Services, Retirement Planning, and Investment Strategies. Equity Wealth Partners operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter United States
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Equity Wealth Partners
Equity Wealth Partners offers a comprehensive portfolio of products and services, including Wealth Management Services, Retirement Planning, and Investment Strategies. 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.
Offers personalized investment and financial planning advice
Assists with strategies for retirement income and asset management
Provides tailored plans for portfolio growth and risk management
Funding Insights of Equity Wealth Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Equity Wealth Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Equity Wealth Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Equity Wealth Partners Comparisons
Competitors of Equity Wealth Partners
Equity Wealth Partners 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
|
|
| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
|
|
| domain | founded_year | HQ Location |
Bank offering diversified financial services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
|
|
| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Equity Wealth Partners
When was Equity Wealth Partners founded?
Equity Wealth Partners was founded in 2021.
Where is Equity Wealth Partners located?
Equity Wealth Partners is headquartered in United States.
What does Equity Wealth Partners do?
Equity Wealth Partners is a financial advisory firm based in Independence, Missouri, United States, specializing in personalized wealth management. They deliver services like investment strategies, retirement planning, and risk management for clients including business owners, families, retirees, and corporate executives. Their team of certified financial planners uses a consultative approach to address client needs, focusing on education, estate planning, and portfolio management to help achieve financial objectives.
Who are the top competitors of Equity Wealth Partners?
Equity Wealth Partners's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Equity Wealth Partners offer?
Equity Wealth Partners offers Wealth Management Services, Retirement Planning, and Investment Strategies.