About Midway Wealth Partners
Midway Wealth Partners is a Financial Services company based in United States founded in 2020, and was acquired by Summit Financial in December 2024. Financial planning, investment management, and retirement planning services are provided. Its focus areas include Asset Management, Financial Advisors and Retirement & Pension.
Company details
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.
- Headquarters United States
- Stage Acquired
- SectorsFinancial Services
- Website midwaywealthpartners.com
- Acquired by Summit Financial (Dec 2024)
- Investors
- Acquired bySummit Financial
(Dec 2024)
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Summit Financial is recognized as a leading investment advisory firm. | 2018 | summitfinancial.com | Parsippany, United States |
Investor details for Midway Wealth Partners
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Midway Wealth Partners
2 dated milestones of Midway Wealth Partners across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Midway Wealth Partners is founded.
- Exit Acquired by Summit Financial.
Top companies in Asset Management
3 companies that operate in the same segment as Midway Wealth 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 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Midway Wealth Partners
Midway Wealth Partners was founded in 2020.
Midway Wealth Partners is headquartered in United States.
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.
Midway Wealth Partners has 1 investor. Key investors include Summit Financial.
Yes. Midway Wealth Partners was acquired by Summit Financial in December 2024.