About LeoGroup
LeoGroup is a Technology company based in Iselin (United States) founded in 2012. It offers holistic wealth management, investment advisory, and tax planning services. It operates on a B2B and B2C model in Technology and Financial Services sectors. Its chief executive, as recorded, is Matthew Allain. Its website leogroupllc.com draws about 681 thousand monthly visits. LeoGroup offers products and services including Wealth Management, Investments, Tax Planning, Insurance Services, and Retirement Planning. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Its legal entity is Leo Wealth, LLC. Similar companies include Rockefeller Capital Management, Renters Warehouse and Stonehage Fleming Family & Partners; 2 of its 3 listed similar companies have raised funding.
Company details
LEO Wealth is an independent financial advisor delivering personalized advice for wealth management, investments, tax planning, insurance, and estate services. It operates with a global mindset from offices in the United States, Hong Kong, Japan, and Singapore, focusing on safeguarding client wealth and supporting long-term financial security through fiduciary guidance and tailored strategies.
- Headquarters Iselin, United States
- SectorsTechnologyFinancial Services
- Email••••••••
- Phone•••• ••••
- Website leogroupllc.com
- Social X
- Legal Name Leo Wealth, Llc
Products & Services of LeoGroup
LeoGroup offers a comprehensive portfolio of products and services, including Wealth Management, Investments, Tax Planning, Insurance Services, and Retirement Planning.
Holistic support for growing and safeguarding client wealth
Tailored strategies aligned with client needs and values
Strategic tax and estate planning for changing regulations
Comprehensive strategies to protect clients and families
Fiduciary guidance for retirement plan design and monitoring
People of LeoGroup
1 people are tracked at LeoGroup (1 in leadership).
| Name | Role | Group |
|---|---|---|
Matthew Allain | ex- CEO | Leadership |
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Similar companies to LeoGroup
LeoGroup has 3 listed similar companies in our database, 2 of them funded. They include Rockefeller Capital Management, Renters Warehouse and Stonehage Fleming Family & Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| rockco.com | 1882 | New York, United States | $622M | Multi-family office services are provided to high-net-worth clients. | ||
| renterswarehouse.com | 2007 | Minnetonka, United States | Property management company | |||
| stonehagefleming.com | 1976 | Philadelphia, United States | $116.44M | Multi-family office services are provided to high-net-worth clients. |
Detailed similar companies of LeoGroup
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Web traffic of LeoGroup
The website of LeoGroup (leogroupllc.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with LeoGroup. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for LeoGroup
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as LeoGroup (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Leogroup
Complete news archive for LeoGroup
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Frequently Asked Questions about LeoGroup
LeoGroup was founded in 2012.
LeoGroup is headquartered in Iselin, United States. It is registered at Iselin, New Jersey, United States.
Matthew Allain is the CEO of LeoGroup, as recorded in our data.
LEO Wealth is an independent financial advisor delivering personalized advice for wealth management, investments, tax planning, insurance, and estate services. It operates with a global mindset from offices in the United States, Hong Kong, Japan, and Singapore, focusing on safeguarding client wealth and supporting long-term financial security through fiduciary guidance and tailored strategies.
LeoGroup's top competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Renters Warehouse.
LeoGroup offers Wealth Management, Investments, Tax Planning, Insurance Services, and Retirement Planning.
LeoGroup operates through Leo Wealth, Llc.
The website of LeoGroup receives about 681 thousand visits a month.