About NCA Financial Planners
NCA Financial Planners is a Financial Services company based in Mayfield Heights (United States) founded in 1989, and was acquired by Sequoia Financial Group in November 2021. Financial planning services are offered to individuals and businesses. Its chief executive, as recorded, is Kevin Myeroff. Its focus areas include Asset Management and Financial Advisors. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
NCA Financial Planners was established in 1989 in Mayfield Heights, United States, within the financial services sector. Comprehensive financial planning is provided, including investment advice, retirement strategies, and wealth management. Operations are centered on client consultations and portfolio oversight. Leadership is held by CEO and President Kevin Myeroff, with services tailored to regional clients in the U.S.
- Headquarters Mayfield Heights, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ncafinancial.com
- Social LinkedIn X Facebook
- Acquired by Sequoia Financial Group (Nov 2021)
- Investors
- Acquired bySequoia Financial Group
(Nov 2021)
Investors in NCA Financial Planners
NCA Financial Planners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sequoia Financial Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified asset management services are offered to clients. | 1991 | sequoia-financial.com | Akron, United States |
Investor details for NCA Financial Planners
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People of NCA Financial Planners
1 people are tracked at NCA Financial Planners (1 in leadership).
| Name | Role | Group |
|---|---|---|
Kevin Myeroff | CEO & President | Leadership |
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Timeline of NCA Financial Planners
2 dated milestones of NCA Financial Planners across 32 years, from founding to its latest funding, stage changes and deals.
- Founded NCA Financial Planners is founded.
- Exit Acquired by Sequoia Financial Group.
Competitors of NCA Financial Planners
NCA Financial Planners has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of NCA Financial Planners
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Web traffic of NCA Financial Planners
Websites that share an audience with NCA Financial Planners (ncafinancial.com).
Websites whose visitors overlap most with NCA Financial Planners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| hightoweradvisors.com | 100% | 54.3K | #1,286,961 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as NCA Financial Planners (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 Nca Financial Planners
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Frequently Asked Questions about NCA Financial Planners
NCA Financial Planners was founded in 1989.
NCA Financial Planners is headquartered in Mayfield Heights, United States. It is registered at Mayfield Heights, Ohio, United States.
Kevin Myeroff is the CEO of NCA Financial Planners, as recorded in our data.
NCA Financial Planners was established in 1989 in Mayfield Heights, United States, within the financial services sector. Comprehensive financial planning is provided, including investment advice, retirement strategies, and wealth management. Operations are centered on client consultations and portfolio oversight. Leadership is held by CEO and President Kevin Myeroff, with services tailored to regional clients in the U.S.
NCA Financial Planners's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
NCA Financial Planners has 1 investor. Key investors include Sequoia Financial Group.
Yes. NCA Financial Planners was acquired by Sequoia Financial Group in November 2021.