About Lineweaver Financial Group
Lineweaver Financial Group is a company based in Cuyahoga Falls (United States) founded in 1993. It operates as a B2B, and B2C. Lineweaver Financial Group offers products and services including Wealth Management, Retirement Planning, and Tax Planning. Lineweaver Financial Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Cuyahoga Falls, United States
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Sectors
Business ServicesFinancial Services
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Phone
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Website
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Social
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- Legal Name Lineweaver Wealth Advisors, Llc
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Products & Services of Lineweaver Financial Group
Lineweaver Financial Group offers a comprehensive portfolio of products and services, including Wealth Management, Retirement Planning, and Tax Planning. 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 strategies for wealth protection and growth for individuals.
Provides personalized plans for retirement security and financial goals.
Assists with tax preparation and strategies to minimize liabilities.
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Funding Insights of Lineweaver Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Lineweaver Financial Group
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Lineweaver Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Lineweaver Financial Group Comparisons
Competitors of Lineweaver Financial Group
Lineweaver Financial Group 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 Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, 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 |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Lineweaver Financial Group
Frequently Asked Questions about Lineweaver Financial Group
When was Lineweaver Financial Group founded?
Lineweaver Financial Group was founded in 1993.
Where is Lineweaver Financial Group located?
Lineweaver Financial Group is headquartered in Cuyahoga Falls, United States. It is registered at Cuyahoga Falls, Ohio, United States.
What does Lineweaver Financial Group do?
Lineweaver Financial Group delivers comprehensive financial advisory services, including wealth management, retirement planning, tax preparation, and insurance counseling. They operate by coordinating clients financial, tax, and legal needs, serving individuals and businesses in Northeastern Ohio from their headquarters in Valley View. With a focus on long-term relationships, they help clients protect and grow wealth through personalized strategies and tools.
Who are the top competitors of Lineweaver Financial Group?
Lineweaver Financial Group's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Lineweaver Financial Group offer?
Lineweaver Financial Group offers Wealth Management, Retirement Planning, and Tax Planning.