About Jazz Wealth Managers
Jazz Wealth Managers is a company based in Seminole (United States) founded in 2016 was acquired by Steward Partners Global Advisory in May 2026. Jazz Wealth Managers operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Seminole, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
NextEra Energy
& 1 more
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Employee Count
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- Acquired by
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Funding Insights of Jazz Wealth Managers
Detailed funding history for Jazz Wealth Managers
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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.
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Developer of energy solutions
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Diversified investment and wealth management services are provided.
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Investor details for Jazz Wealth Managers
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Investments & Acquisitions by Jazz Wealth Managers
Investment portfolio details for Jazz Wealth Managers
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Financial Statements - Jazz Wealth Managers
Detailed financials for Jazz Wealth Managers
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Jazz Wealth Managers Comparisons
Peer comparison for Jazz Wealth Managers
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Competitors of Jazz Wealth Managers
Jazz Wealth Managers 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, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Jazz Wealth Managers
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Latest news on Jazz Wealth Managers
Complete news archive for 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.