jensenwealth.com

Founded: 2010 • Age: 16 yrs Acquired By United Capital
Wealth management services are provided to individual and institutional clients.

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.

Operational Areas
Key Metrics

Investors in jensenwealth.com

jensenwealth.com has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include United CP.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Wealth counseling services are offered for investment and financial planning.
2005unitedcp.comNewport Beach, United States
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Investor details for jensenwealth.com

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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.

  1. Founded jensenwealth.com is founded.
  2. 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.

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