About Marriott Wealth Advisors
Marriott Wealth Advisors is a company based in Hot Springs Village (United States) founded in 2011 by Joseph Marriott was acquired by Sanctuary Wealth in July 2022.. Marriott Wealth Advisors offers products and services including Retirement Planning Service, Wealth Management Service, Seminar Programs, and Guide Downloads. Marriott Wealth Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Hot Springs Village, United States
- Founders Joseph Marriott
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Marriott 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
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Employee Count
Employee Count
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Acquired by
Sanctuary Wealth
(Jul 08, 2022)
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Products & Services of Marriott Wealth Advisors
Marriott Wealth Advisors offers a comprehensive portfolio of products and services, including Retirement Planning Service, Wealth Management Service, Seminar Programs, and Guide Downloads. 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.
Helps assess finances and create retirement strategies.
Provides investment and insurance product recommendations.
Offers sessions on retirement income and tax strategies.
Delivers free guides on taxes and financial diversification.
Funding Insights of Marriott 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 Marriott Wealth Advisors
Marriott Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sanctuary Wealth. 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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Solutions are provided to wealth managers for client 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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Venture capital is directed toward companies in multiple sectors.
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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 Marriott 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 - Marriott 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 |
Marriott Wealth Advisors Comparisons
Competitors of Marriott Wealth Advisors
Marriott Wealth Advisors 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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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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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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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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Frequently Asked Questions about Marriott Wealth Advisors
When was Marriott Wealth Advisors founded?
Marriott Wealth Advisors was founded in 2011.
Where is Marriott Wealth Advisors located?
Marriott Wealth Advisors is headquartered in Hot Springs Village, United States. It is registered at Hot Springs Village, Arkansas, United States.
What does Marriott Wealth Advisors do?
Marriott Wealth Advisors was established in 2011 by founder Joseph Marriott in Hot Springs Village, United States. Operations are centered on the financial services sector, with a focus on retirement planning and wealth management. Core services encompass personalized financial advisory, investment strategies, and retirement solutions for individual clients. The firm maintains its primary base in the United States, serving clients through dedicated wealth advisory practices.
Who are the top competitors of Marriott Wealth Advisors?
Marriott Wealth Advisors's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Marriott Wealth Advisors offer?
Marriott Wealth Advisors offers Retirement Planning Service, Wealth Management Service, Seminar Programs, and Guide Downloads.
Who are Marriott Wealth Advisors's investors?
Marriott Wealth Advisors has 1 investor. Key investors include Sanctuary Wealth.