About MAGIS Financial Partners
MAGIS Financial Partners is a Financial Services company based in Horsham (United States) founded in 1976, and was acquired by Cetera in March 2021. Wealth management, financial planning, and insurance services are offered. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
Investors in MAGIS Financial Partners
MAGIS Financial Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cetera.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial advisory services are offered to independent advisors and institutions. | 2010 | cetera.com | El Segundo, United States |
Investor details for MAGIS Financial Partners
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Timeline of MAGIS Financial Partners
2 dated milestones of MAGIS Financial Partners across 45 years, from founding to its latest funding, stage changes and deals.
- Founded MAGIS Financial Partners is founded.
- Exit Acquired by Cetera.
Competitors of MAGIS Financial Partners
MAGIS Financial Partners has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of MAGIS Financial Partners
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Web traffic of MAGIS Financial Partners
The website of MAGIS Financial Partners (magis.pro) receives about 1.5K visits a month.
- Monthly visits1.5K
▼ 20.3% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as MAGIS Financial Partners (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about 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, Northwestern Mutual and Morgan Stanley.
MAGIS Financial Partners has 1 investor. Key investors include Cetera.
Yes. MAGIS Financial Partners was acquired by Cetera in March 2021.