Midway Wealth Partners

United States Founded: 2020 • Age: 6 yrs Acquired By Summit Financial
Financial planning, investment management, and retirement planning services are provided.
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About Midway Wealth Partners

Midway Wealth Partners was founded in 2020 in the United States as a provider of financial services. Guidance on wealth accumulation, risk management, and estate planning is offered to individuals and families. Personalized strategies are developed to address clients unique circumstances and objectives. Operations focus on investment management and retirement planning within the financial sector.

  • Headquarter United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Summit Financial

    (Dec 13, 2024)

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Funding Insights of Midway Wealth Partners

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Midway Wealth Partners

Midway Wealth Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Summit Financial. 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.

All
Institutional
Investor Description Founded Year Domain Location
Summit Financial is recognized as a leading investment advisory firm.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Midway Wealth Partners

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Midway Wealth Partners

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Midway Wealth Partners Comparisons

Employees
+
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Competitors of Midway Wealth Partners

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Midway Wealth Partners

Frequently Asked Questions about Midway Wealth Partners

When was Midway Wealth Partners founded?

Midway Wealth Partners was founded in 2020.

Where is Midway Wealth Partners located?

Midway Wealth Partners is headquartered in United States.

What does Midway Wealth Partners do?

Midway Wealth Partners was founded in 2020 in the United States as a provider of financial services. Guidance on wealth accumulation, risk management, and estate planning is offered to individuals and families. Personalized strategies are developed to address clients unique circumstances and objectives. Operations focus on investment management and retirement planning within the financial sector.

Who are Midway Wealth Partners's investors?

Midway Wealth Partners has 1 investor. Key investors include Summit Financial.

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