MAGIS Financial Partners

Horsham, United States Founded: 1976 • Age: 50 yrs Acquired By Cetera
Wealth management, financial planning, and insurance services are offered.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors 11 Brand Intelligence

About MAGIS Financial Partners

MAGIS Financial Partners is a company based in Horsham (United States) founded in 1976 was acquired by Cetera in March 2021. MAGIS Financial Partners operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Horsham, United States
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
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  • Social
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Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    Cetera

    (Mar 10, 2021)

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Funding Insights of MAGIS Financial Partners

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Detailed funding history for MAGIS Financial Partners

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Investors in MAGIS Financial Partners

MAGIS Financial Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cetera.

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Institutional
Investor Description Founded Year Domain Location
Financial advisory services are offered to independent advisors and institutions.
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Investor details for MAGIS Financial Partners

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Investments & Acquisitions by MAGIS Financial Partners

Investments
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Investment portfolio details for MAGIS Financial Partners

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Financial Statements - MAGIS Financial Partners

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Detailed financials for MAGIS Financial Partners

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Magis Financial Partners Comparisons

MAGIS Financial Partners Primary company
Description
Wealth management, financial planning, and insurance service...
Location
Horsham, United States
Founded Year
1976
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for MAGIS Financial Partners

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Competitors of MAGIS Financial Partners

MAGIS Financial Partners 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Mutual life insurance and asset management services are provided.
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Detailed competitors of MAGIS Financial Partners

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Latest news on Magis Financial Partners

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Complete news archive for MAGIS Financial Partners

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Frequently Asked Questions about MAGIS Financial Partners

MAGIS Financial Partners was founded in 1976.

MAGIS Financial Partners is headquartered in Horsham, United States. It is registered at Horsham, Pennsylvania, United States.

MAGIS Financial Partners was founded in 1976 and is headquartered in Horsham, United States. Operations are centered in the financial services sector, where wealth management, financial planning, and insurance solutions are provided to clients. Advisory services are extended through a domain at magis.pro, supporting individual and institutional needs in asset allocation and risk management across domestic markets.

MAGIS Financial Partners's top competitors include Fidelity Investments, Investec and S&P Global.

MAGIS Financial Partners has 1 investor. Key investors include Cetera.

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