About Geneva Partners
Geneva Partners is a Business Services company based in Lake Geneva (United States) founded in 2004. It offers comprehensive investment advisory and financial planning services to clients. It operates on a B2B model. Its focus areas include Finance, Investment Services, Advisory and Financial Planning. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Geneva Partners, founded in 2004 in Lake Geneva, United States, focuses on finance, investment services, advisory, and providing financial planning. Offers comprehensive investment advisory and financial planning services to clients. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
- Headquarters Lake Geneva, United States
- SectorsBusiness Services
- Website genevapartnersllc.com
Competitors of Geneva Partners
Geneva Partners has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Geneva Partners
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Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Geneva Partners (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Frequently Asked Questions about Geneva Partners
Geneva Partners was founded in 2004.
Geneva Partners is headquartered in Lake Geneva, United States. It is registered at Lake Geneva, Wisconsin, United States.
Geneva Partners, founded in 2004 in Lake Geneva, United States, focuses on finance, investment services, advisory, and providing financial planning. Offers comprehensive investment advisory and financial planning services to clients. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
Geneva Partners's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.