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
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Wealth Enhancement
(Dec 31, 2023)
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Funding Insights of Foundational Wealth Advisory
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Diversified investment management services are provided to clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Foundational Wealth Advisory
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Foundational Wealth Advisory
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Foundational Wealth Advisory Comparisons
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. 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 |
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| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Financial advisory and wealth management are provided to healthcare professionals.
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Personal finance management and investment advise
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Foundational Wealth Advisory
Frequently Asked Questions about Foundational Wealth Advisory
When was Foundational Wealth Advisory founded?
Foundational Wealth Advisory was founded in 2017.
Where is Foundational Wealth Advisory located?
Foundational Wealth Advisory is headquartered in Macon, United States. It is registered at Macon, Georgia, United States.
Who is the current CEO of Foundational Wealth Advisory?
Jeffrey Dekko is the current CEO of Foundational Wealth Advisory.
What does Foundational Wealth Advisory do?
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.
Who are the top competitors of Foundational Wealth Advisory?
Foundational Wealth Advisory's top competitors include The Tifin Group, Ascensus and Farther.
Who are Foundational Wealth Advisory's investors?
Foundational Wealth Advisory has 1 investor. Key investors include Wealth Enhancement.
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