About FAI Wealth Management
FAI Wealth Management is a company based in Columbia (United States) founded in 1987 by Michael Martin. It operates as a B2C, and B2B. FAI Wealth Management has completed 1 acquisition, including Zilli Home. FAI Wealth Management offers products and services including Financial Planning, Retirement Planning, and Estate Planning. FAI Wealth Management operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter Columbia, United States
- Founders Michael Martin
-
Sectors
Financial ServicesBusiness Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Cwm, Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
- Investments & Acquisitions
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 FAI Wealth Management
FAI Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Retirement Planning, and Estate Planning. 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.
Service for creating personalized financial strategies
Guidance on securing retirement funds and assets
Assistance in managing and transferring wealth
Funding Insights of FAI Wealth Management
| 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 FAI Wealth Management
FAI Wealth Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Zilli Home. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Online retailer of furniture
|
2008 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
OVO is recognized as a smart digital payment application.
|
2017 | ||||
|
Bionic investment advisor platform
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - FAI Wealth Management
| 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 |
Fai Wealth Management Comparisons
Competitors of FAI Wealth Management
FAI Wealth Management 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 |
Provider of wealth management services
|
| 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 FAI Wealth Management
When was FAI Wealth Management founded?
FAI Wealth Management was founded in 1987.
Where is FAI Wealth Management located?
FAI Wealth Management is headquartered in Columbia, United States.
What does FAI Wealth Management do?
Carson Wealth is a financial advisory firm based in Columbia, Maryland, offering personalized services like financial planning, investment management, and retirement planning. They guide clients through life transitions such as career changes and retirement, serving areas like Baltimore and Washington, DC. As fiduciary advisors, they create tax-efficient plans tailored to individual goals, prioritizing community needs across the country.
Who are the top competitors of FAI Wealth Management?
FAI Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does FAI Wealth Management offer?
FAI Wealth Management offers Financial Planning, Retirement Planning, and Estate Planning.
How many acquisitions has FAI Wealth Management made?
FAI Wealth Management has made 1 acquisition, including Zilli Home.