About Leonetti & Associates
Leonetti & Associates is a Financial Services company based in Buffalo Grove (United States) founded in 1997, and was acquired by Sanders Morris Harris Group in March 2008. Wealth and investment management services are provided to clients. Its focus areas include Services for Investment Industry.
Company details
Leonetti Associates was established in 1997 and is based in Buffalo Grove, United States. Operations focus on the financial services sector, where wealth management and investment advisory services are delivered. Client portfolios are managed through tailored strategies, including asset allocation and financial planning. The firm serves individuals and institutions within the region, adhering to standard regulatory practices in the industry.
- Headquarters Buffalo Grove, United States
- Stage Acquired
- SectorsFinancial Services
- Website leonettiassoc.com
- Acquired by Sanders Morris Harris Group (Mar 2008)
- Investors
- Acquired bySanders Morris Harris Group
(Mar 2008)
Investors in Leonetti & Associates
Leonetti & Associates has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sanders Morris.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial services are provided by Sanders Morris LLC. | 1987 | smhgroup.com | Houston, United States |
Investor details for Leonetti Associates
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- Complete investor list
- Round participation
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Timeline of Leonetti & Associates
2 dated milestones of Leonetti & Associates across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Leonetti & Associates is founded.
- Exit Acquired by Sanders Morris Harris Group.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Leonetti & Associates (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
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Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
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Frequently Asked Questions about Leonetti & Associates
Leonetti & Associates was founded in 1997.
Leonetti & Associates is headquartered in Buffalo Grove, United States. It is registered at Buffalo Grove, Illinois, United States.
Leonetti Associates was established in 1997 and is based in Buffalo Grove, United States. Operations focus on the financial services sector, where wealth management and investment advisory services are delivered. Client portfolios are managed through tailored strategies, including asset allocation and financial planning. The firm serves individuals and institutions within the region, adhering to standard regulatory practices in the industry.
Leonetti & Associates has 1 investor. Key investors include Sanders Morris.
Yes. Leonetti & Associates was acquired by Sanders Morris Harris Group in March 2008.