About Jazz Wealth Managers
Jazz Wealth Managers is a Financial Services company based in Seminole (United States) founded in 2016, and was acquired by Steward Partners Global Advisory in May 2026. Retirement investing and financial advisory services are provided to investors. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
Jazz Wealth Managers was established in 2016 in Seminole, United States, within the wealth management sector. Retirement investing and financial advisory services are offered to investors, with advice comparable to that for high net worth families. Operations include a personal finance app called NestEgg, through which Jazz accounts and other financial accounts can be linked for management. The firm focuses on investor support across various financial needs.
- Headquarters Seminole, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website jazzwealth.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by NextEra Energy (Oct 2023)
- InvestorsNextEra Energy
& 1 more
- Acquired by
Investors in Jazz Wealth Managers
Jazz Wealth Managers has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include NextEra Energy and Steward Partners Global Advisory.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Developer of energy solutions | 1925 | nexteraenergy.com | Juno Beach, United States | |
Diversified investment and wealth management services are provided. | 2013 | stewardpartners.com | Washington, Dc, United States |
Investor details for Jazz Wealth Managers
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Timeline of Jazz Wealth Managers
3 dated milestones of Jazz Wealth Managers across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Jazz Wealth Managers is founded.
- Exit Acquired by NextEra Energy.
- Exit Acquired by Steward Partners Global Advisory.
Competitors of Jazz Wealth Managers
Jazz Wealth Managers has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| 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. | ||
| 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. |
Detailed competitors of Jazz Wealth Managers
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Web traffic of Jazz Wealth Managers
The website of Jazz Wealth Managers (jazzwealth.com) receives about 5.7K visits a month.
- Monthly visits5.7K
▲ 1.2% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Jazz Wealth Managers (Asset Management) in United States, 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 | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Jazz Wealth Managers
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Frequently Asked Questions about Jazz Wealth Managers
Jazz Wealth Managers was founded in 2016.
Jazz Wealth Managers is headquartered in Seminole, United States.
Jazz Wealth Managers was established in 2016 in Seminole, United States, within the wealth management sector. Retirement investing and financial advisory services are offered to investors, with advice comparable to that for high net worth families. Operations include a personal finance app called NestEgg, through which Jazz accounts and other financial accounts can be linked for management. The firm focuses on investor support across various financial needs.
Jazz Wealth Managers's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Jazz Wealth Managers has 2 investors. Key investors include NextEra Energy, and Steward Partners Global Advisory.
Yes. Jazz Wealth Managers was acquired by NextEra Energy in October 2023.