About Fairhaven Wealth Management
Fairhaven Wealth Management is a Technology company based in Wheaton (United States) founded in 2015, and was acquired by Pure Financial Advisors in April 2025. Investment and wealth management services are provided to individuals. Fairhaven Wealth Management offers products and services including Financial Planning and Corporate Benefits. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Savings Platforms. Its legal entity is Fairhaven Wealth Management, LLC. Its competitors include Digit, Qapital and Tala; 3 of its 3 listed competitors have raised funding.
Company details
Fairhaven Wealth Management was established in 2015 in Wheaton, United States. Operations are centered on the financial services sector, where investment strategies and wealth advisory are delivered to individual clients. Personalized portfolio management and financial planning are included among the core services. The firm maintains a focus on domestic markets, supporting long-term asset growth through tailored recommendations.
- Headquarters Wheaton, United States
- Stage Acquired
- SectorsTechnology
- Website fairhavenwealth.com
- Social LinkedIn Instagram YouTube
- Acquired by Pure Financial Advisors (Apr 2025)
- Legal Name Fairhaven Wealth Management, Llc
- Investors
- Acquired byPure Financial Advisors
(Apr 2025)
Products & Services of Fairhaven Wealth Management
Fairhaven Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning and Corporate Benefits.
Offers strategies for retirement, investments, and tax efficiency.
Provides 401k benchmarking and insurance advice for companies.
Apps and channels of Fairhaven Wealth Management
its YouTube channel Fairhaven Wealth Management has 183 subscribers and 30 videos.
Videos from Fairhaven Wealth Management
The most watched videos on Fairhaven Wealth Management's YouTube channel, Fairhaven Wealth Management (183 subscribers). Click a video to play it here.
More on Fairhaven Wealth Management.
Investors in Fairhaven Wealth Management
Fairhaven Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Pure Financial Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified asset management services are provided to clients nationwide. | 2007 | purefinancial.com | San Diego, United States |
Investor details for Fairhaven Wealth Management
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Timeline of Fairhaven Wealth Management
2 dated milestones of Fairhaven Wealth Management across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Fairhaven Wealth Management is founded.
- Exit Acquired by Pure Financial Advisors.
Competitors of Fairhaven Wealth Management
Fairhaven Wealth Management has 3 listed competitors in our database, 3 of them funded. They include Digit, Qapital and Tala.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| digit.co | 2013 | San Francisco, United States | $64.05M | 111 | Money is automatically saved for users by a mobile app. | |
| qapital.com | 2012 | New York, United States | $55.34M | 11 | Micro-savings enabled via automated transfers in a mobile app. | |
| tala.co | 2011 | Santa Monica, United States | $347.7M | 40 | Fintech services for credit, savings, and payments are delivered globally. |
Detailed competitors of Fairhaven Wealth Management
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Fairhaven Wealth Management (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Fairhaven Wealth Management
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Frequently Asked Questions about Fairhaven Wealth Management
Fairhaven Wealth Management was founded in 2015.
Fairhaven Wealth Management is headquartered in Wheaton, United States. It is registered at Wheaton, Illinois, United States.
Fairhaven Wealth Management was established in 2015 in Wheaton, United States. Operations are centered on the financial services sector, where investment strategies and wealth advisory are delivered to individual clients. Personalized portfolio management and financial planning are included among the core services. The firm maintains a focus on domestic markets, supporting long-term asset growth through tailored recommendations.
Fairhaven Wealth Management offers Financial Planning and Corporate Benefits.
Fairhaven Wealth Management has 1 investor. Key investors include Pure Financial Advisors.
Fairhaven Wealth Management operates through Fairhaven Wealth Management, Llc.
Yes. Fairhaven Wealth Management was acquired by Pure Financial Advisors in April 2025.