About Lakeview Financial Group
Lakeview Financial Group is a Financial Services company based in Seattle (United States) founded in 2006, and was acquired by Private Ocean in January 2018. Provider of investment management services. Its chief executive, as recorded, is Greg Friedman. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
Lakeview Financial Group was established in 2006 and is based in Seattle, United States. Operations focus on the financial industry, where investment management services are delivered to support client portfolios. Expertise in asset allocation and advisory roles is maintained under the leadership of CEO Greg Friedman. The company operates primarily within the domestic market, adhering to standard regulatory frameworks for financial advisory practices.
- Headquarters Seattle, United States
- Stage Acquired
- SectorsFinancial Services
- Website lakeview-financial.com
- Acquired by Private Ocean (Jan 2018)
- Investors
- Acquired byPrivate Ocean
(Jan 2018)
Investors in Lakeview Financial Group
Lakeview Financial Group has secured backing from 1 investor. Prominent investors backing the company include Wealthspire.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth, financial, investment, and retirement planning services are provided. | 2009 | privateocean.com | San Rafael, United States |
Investor details for Lakeview Financial Group
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People of Lakeview Financial Group
1 people are tracked at Lakeview Financial Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
Greg Friedman | CEO | Leadership |
Complete people profiles for Lakeview Financial Group
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Timeline of Lakeview Financial Group
2 dated milestones of Lakeview Financial Group across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Lakeview Financial Group is founded.
- Exit Acquired by Private Ocean.
Competitors of Lakeview Financial Group
Lakeview Financial Group has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| 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. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of Lakeview Financial Group
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Top companies in Asset Management
3 companies that operate in the same segment as Lakeview Financial Group (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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Frequently Asked Questions about Lakeview Financial Group
Lakeview Financial Group was founded in 2006.
Lakeview Financial Group is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
Greg Friedman is the CEO of Lakeview Financial Group, as recorded in our data.
Lakeview Financial Group was established in 2006 and is based in Seattle, United States. Operations focus on the financial industry, where investment management services are delivered to support client portfolios. Expertise in asset allocation and advisory roles is maintained under the leadership of CEO Greg Friedman. The company operates primarily within the domestic market, adhering to standard regulatory frameworks for financial advisory practices.
Lakeview Financial Group's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Lakeview Financial Group has 1 investor. Key investors include Wealthspire.
Yes. Lakeview Financial Group was acquired by Private Ocean in January 2018.