About Frontier Wealth
Frontier Wealth is a company based in Kansas City (United States) founded in 2007 was acquired by CAPTRUST in July 2022. Frontier Wealth has completed 1 acquisition, including Highwater Wealth Management. Frontier Wealth offers products and services including Wealth Management Service, Retirement Plan Advisory, and Endowment Management. Frontier Wealth operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Kansas City, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website frontierwealth.com
- Social LinkedIn X Facebook
- Acquired by CAPTRUST (Jul 2022)
- Investors
- Investments & Acquisitions
- Acquired byCAPTRUST
(Jul 2022)
Products & Services of Frontier Wealth
Frontier Wealth offers a comprehensive portfolio of products and services, including Wealth Management Service, Retirement Plan Advisory, and Endowment Management.
Offers tailored investment advice for individuals and businesses
Provides investment and risk management for corporate plans
Delivers fiduciary support for foundations and organizations
Investors in Frontier Wealth
Frontier Wealth has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment consulting and wealth management services are provided to clients. | 1989 | captrust.com | Raleigh, United States |
Investor details for Frontier Wealth
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People of Frontier Wealth
440 people are tracked at Frontier Wealth (107 in leadership, 5 in board & advisors, 328 in team).
| Name | Role | Group |
|---|---|---|
J. Fielding Miller | CEO & Co-Founder | Leadership |
Rick Shoff | Managing Director, Advisor Group | Leadership |
Margaret Jarocki | Director, Centralized Trading | Leadership |
Frank Bub | Senior Director, Wealth Management | Leadership |
Denise Buchanan | Senior Director, Chief Compliance Officer | Leadership |
Kathy Del Corso-Chase | Senior Director, Integration Team, Human Resources | Leadership |
Karen Denise | Senior Director, Head, Wealth Client Service | Leadership |
Jon Meyer | Chief Technology Officer | Leadership |
Mark Francher | Chief Human Resource Officer | Leadership |
Scott T. Matheson | Managing Director, Institutional Group | Leadership |
Wilson S. Hoyle, III | Managing Director, Head of Advisor Group & Director | Leadership |
David Herlihy | Director -advisory Group | Leadership |
Stephen Schott | Principal And Director | Leadership |
Christopher Whitlow | Senior Director | Leadership |
Lorice Bianchi | Senior Vice President | Leadership |
Joe Debello | Vice President | Institutional Financial Advisor | Leadership |
Ginger Glenn | Director | Integration Lead | Leadership |
Robert Miller | Chief Financial Officer, Corporate Services | Leadership |
Michael J. Vogelzang | Managing Director & Chief Investment Officer | Leadership |
Sam Kirby | Senior Director, Investment Strategist | Leadership |
420 more people are available in the full profile.
Complete people profiles for Frontier Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Investments & Acquisitions by Frontier Wealth
Frontier Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Highwater Wealth Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided to clients by the firm. | highwaterwealth.com | Denver, United States | 2011 | Feb 2020 | •••• |
Complete acquisition details for Frontier Wealth
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Timeline of Frontier Wealth
3 dated milestones of Frontier Wealth across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Frontier Wealth is founded.
- Acquisition Acquires Highwater Wealth Management.
- Exit Acquired by CAPTRUST.
Competitors of Frontier Wealth
Frontier Wealth 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| creativeplanning.com | 1983 | Overland Park, United States | $15.66M | 97 | Provider of wealth management services | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| bostonprivate.com | 1986 | Boston, United States | – | – | Wealth management services are offered by Boston Private. | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed competitors of Frontier Wealth
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Web traffic of Frontier Wealth
Websites that share an audience with Frontier Wealth (frontierwealth.com).
Websites whose visitors overlap most with Frontier Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| caseyquirk.com | 100% | – | – | View details | |
| marinerwealthadvisors.com | 100% | 51.5K | #831,124 | View details | |
| barberfinancialgroup.com | 63% | – | – | View details | |
| amfam.com | 60% | 2.6M | #20,331 | View details |
Latest news on Frontier Wealth
Complete news archive for Frontier Wealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
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- Brand-specific news history
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Similar companies to Frontier Wealth
10 companies that operate in the same segment as Frontier Wealth (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Frontier Wealth
Frontier Wealth was founded in 2007.
Frontier Wealth is headquartered in Kansas City, United States. It is registered at Kansas City, Missouri, United States.
Frontier Wealth was established in 2007 in Kansas City, United States, as a provider in the financial services sector. Wealth management operations are conducted from this location, with services encompassing investment advisory, portfolio management, and financial planning for individual and institutional clients. Focus is placed on the Midwest region, though broader U.S. coverage is supported through established networks.
Frontier Wealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Frontier Wealth offers Wealth Management Service, Retirement Plan Advisory, and Endowment Management.
Frontier Wealth has made 1 acquisition, including Highwater Wealth Management.
Frontier Wealth has 1 investor. Key investors include CAPTRUST.
Yes. Frontier Wealth was acquired by CAPTRUST in July 2022.