
jensenwealth.com
About jensenwealth.com
jensenwealth.com is a Financial Services company founded in 2010, and was acquired by United Capital in July 2017. Wealth management services are provided to individual and institutional clients. Its focus areas include Asset Management and Wealth Management.
Company details
Founded in 2010, Jensen Wealth operates within the financial services sector, focusing on wealth management. Advisory and investment strategies are offered through the domain jensenwealth.com to support client financial goals. Portfolio management, financial planning, and risk assessment services are included in the core offerings. Operations are conducted digitally, with no specific geographic headquarters indicated. The firm maintains a client-oriented approach in handling assets and investments.
- Stage Acquired
- SectorsFinancial Services
- Website jensenwealth.com
- Acquired by United Capital (Jul 2017)
- Investors
- Acquired byUnited Capital
(Jul 2017)
Investors in jensenwealth.com
jensenwealth.com has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include United CP.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth counseling services are offered for investment and financial planning. | 2005 | unitedcp.com | Newport Beach, United States |
Investor details for jensenwealth.com
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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Timeline of jensenwealth.com
2 dated milestones of jensenwealth.com across 7 years, from founding to its latest funding, stage changes and deals.
- Founded jensenwealth.com is founded.
- Exit Acquired by United Capital.
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Frequently Asked Questions about jensenwealth.com
jensenwealth.com was founded in 2010.
Founded in 2010, Jensen Wealth operates within the financial services sector, focusing on wealth management. Advisory and investment strategies are offered through the domain jensenwealth.com to support client financial goals. Portfolio management, financial planning, and risk assessment services are included in the core offerings. Operations are conducted digitally, with no specific geographic headquarters indicated. The firm maintains a client-oriented approach in handling assets and investments.
jensenwealth.com has 1 investor. Key investors include United CP.
Yes. jensenwealth.com was acquired by United Capital in July 2017.