About Laurel Wealth Advisors
Laurel Wealth Advisors is a company based in La Jolla (United States) founded in 2011 was acquired by Integrated Partners in February 2023.. Laurel Wealth Advisors offers products and services including Investment Advisory Services and Financial Strategies. Laurel Wealth Advisors operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter La Jolla, United States
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Laurel Wealth Advisors, Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Acquired by
Integrated Partners
(Feb 27, 2023)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Laurel Wealth Advisors
Laurel Wealth Advisors offers a comprehensive portfolio of products and services, including Investment Advisory Services and Financial Strategies. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers personalized advice and strategies for client financial growth.
Provides researched plans to secure clients' financial futures.
Funding Insights of Laurel Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Laurel Wealth Advisors
Laurel Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Integrated Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Integrated Partners is engaged in supporting independent financial advisors.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Laurel Wealth Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Laurel Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Laurel Wealth Advisors Comparisons
Competitors of Laurel Wealth Advisors
Laurel Wealth Advisors 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, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
|
|
| domain | founded_year | HQ Location |
Bank offering diversified financial services
|
|
| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
|
|
| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Laurel Wealth Advisors
Frequently Asked Questions about Laurel Wealth Advisors
When was Laurel Wealth Advisors founded?
Laurel Wealth Advisors was founded in 2011.
Where is Laurel Wealth Advisors located?
Laurel Wealth Advisors is headquartered in La Jolla, United States. It is registered at La Jolla, California, United States.
What does Laurel Wealth Advisors do?
Laurel Wealth Advisors was established in 2011 and is headquartered in La Jolla, United States. Wealth management services are delivered through the firms operations in the financial sector, encompassing investment advisory, financial planning, and portfolio management for individual and institutional clients. The company maintains an online presence via laurelwa.com, with activities focused on the domestic market in wealth preservation and growth strategies.
Who are the top competitors of Laurel Wealth Advisors?
Laurel Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Laurel Wealth Advisors offer?
Laurel Wealth Advisors offers Investment Advisory Services and Financial Strategies.
Who are Laurel Wealth Advisors's investors?
Laurel Wealth Advisors has 1 investor. Key investors include Integrated Partners.