About Foundational Wealth Advisory
Foundational Wealth Advisory is a company based in Macon (United States) founded in 2017 was acquired by Wealth Enhancement in December 2023. Foundational Wealth Advisory operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter Macon, United States
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Sectors
Technology
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Phone
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Website
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Annual Revenue
Not available
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Net Profit
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EBITDA
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Wealth Enhancement
(Dec 31, 2023)
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Funding Insights of Foundational Wealth Advisory
Detailed funding history for Foundational Wealth Advisory
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Investors in Foundational Wealth Advisory
Foundational Wealth Advisory has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Wealth Enhancement.
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Diversified investment management services are provided to clients.
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Investor details for Foundational Wealth Advisory
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Investments & Acquisitions by Foundational Wealth Advisory
Investment portfolio details for Foundational Wealth Advisory
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Financial Statements - Foundational Wealth Advisory
Detailed financials for Foundational Wealth Advisory
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Foundational Wealth Advisory Comparisons
Peer comparison for Foundational Wealth Advisory
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Competitors of Foundational Wealth Advisory
Foundational Wealth Advisory 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 The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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App-based financial planning and management platform for individuals
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Financial advisory and wealth management are provided to healthcare professionals.
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Personal finance management and investment advise
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An app-based platform is provided for individual wealth management.
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Detailed competitors of Foundational Wealth Advisory
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Latest news on Foundational Wealth Advisory
Complete news archive for Foundational Wealth Advisory
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Frequently Asked Questions about Foundational Wealth Advisory
Foundational Wealth Advisory was founded in 2017.
Foundational Wealth Advisory is headquartered in Macon, United States. It is registered at Macon, Georgia, United States.
Jeffrey Dekko is the current CEO of Foundational Wealth Advisory.
Foundational Wealth Advisory was established in 2017 as a wealth management firm based in Macon, United States. Financial advisory services are provided, including tax preparation, trust services, support for private clients, and retirement plan consulting. Operations focus on comprehensive wealth solutions within the financial sector, serving clients through tailored advisory approaches.
Foundational Wealth Advisory's top competitors include The Tifin Group, Ascensus and Farther.
Foundational Wealth Advisory has 1 investor. Key investors include Wealth Enhancement.