LWS Wealth Advisors
About LWS Wealth Advisors
LWS Wealth Advisors is a company founded in 2013 was acquired by MAI Capital Management in March 2024. It operates as a Professional Services. LWS Wealth Advisors offers products and services including Wealth Management, Family Office, Business Solutions, MAI Retirement, and MAI Sports and Entertainment.
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Sectors
Financial Services
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Phone
*********
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Website
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Social
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- Legal Name Lws Wealth Advisors Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
MAI Capital Management
(Mar 04, 2024)
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Products & Services of LWS Wealth Advisors
LWS Wealth Advisors offers a comprehensive portfolio of products and services, including Wealth Management, Family Office, Business Solutions, MAI Retirement, and MAI Sports and Entertainment. 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.
Wealth management services are provided for individuals and families.
Family office solutions are offered for high-net-worth clients.
Business financial solutions are delivered to corporate clients effectively.
Retirement planning services are tailored for future financial security.
Specialized advisory services are provided for athletes and entertainers.
Funding Insights of LWS Wealth Advisors
| 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 |
Investors in LWS Wealth Advisors
LWS Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include MAI Capital Management. 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 |
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Financial advisory services are provided by MAI Capital Management.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by LWS Wealth Advisors
| 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 - LWS Wealth Advisors
| 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 |
Lws Wealth Advisors Comparisons
Competitors of LWS Wealth Advisors
| 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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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about LWS Wealth Advisors
When was LWS Wealth Advisors founded?
LWS Wealth Advisors was founded in 2013.
What does LWS Wealth Advisors do?
LWS Wealth Advisors, now part of MAI Capital Management, is focused on delivering comprehensive wealth management solutions. Services are provided to individuals, families, and businesses across various sectors. Specialized advisory for athletes and entertainers is also offered. Family office solutions are tailored for high-net-worth clients. Retirement planning is included to ensure long-term financial security. Operations are supported by a network of offices across the United States.
What products or services does LWS Wealth Advisors offer?
LWS Wealth Advisors offers Wealth Management, Family Office, Business Solutions, MAI Retirement, and MAI Sports and Entertainment.
Who are LWS Wealth Advisors's investors?
LWS Wealth Advisors has 1 investor. Key investors include MAI Capital Management.
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