About NorthRock Partners
NorthRock Partners is a Financial Services company based in Minneapolis (United States) founded in 2013, and was acquired by Sammons Financial Group in October 2023. Wealth management firm. NorthRock Partners has completed 1 acquisition, including Ameriprise Financial. Its chief executive, as recorded, is Rob Nelson. NorthRock Partners offers products and services including Financial Advice, Investments, Tax Preparations, and Estate Planning. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
NorthRock Partners, based in Minneapolis, focuses on offering financial products and advice, managing assets, and managing wealth portfolios. Wealth management firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Minneapolis, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website northrockpartners.com
- Social LinkedIn Facebook Instagram
- Acquired by Sammons Financial Group (Oct 2023)
- Investors
- Investments & Acquisitions
- Acquired bySammons Financial Group
(Oct 2023)
Products & Services of NorthRock Partners
NorthRock Partners offers a comprehensive portfolio of products and services, including Financial Advice, Investments, Tax Preparations, and Estate Planning.
Personalized guidance on financial planning and investments.
Management of investment portfolios for high-net-worth clients.
Advice and preparation for tax-related financial matters.
Assistance with legal and estate planning needs.
Investors in NorthRock Partners
NorthRock Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sammons Financial Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Sammons Financial Group is engaged in providing financial services. | sammonsfinancialgroup.com | West Des Moines, United States |
Investor details for NorthRock Partners
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People of NorthRock Partners
64 people are tracked at NorthRock Partners (23 in leadership, 41 in team).
| Name | Role | Group |
|---|---|---|
Rob Nelson | CEO | Leadership |
Thomas McGannon | Executive Director - Private Markets | Leadership |
Brent Field | Chief Investment Officer | Leadership |
Diana Marianetti J.d. | Director Of Trust And Estate Planning | Leadership |
Sean Baenen | Head Of Corporate Development, Board Director & Managing Partner | Leadership |
Michael Vedders | Vice President Of Marketing & Enterprise Resources | Leadership |
Laura Gilleland | Director, Brand & Experience | Leadership |
Heather Favre Cpa, Mbt, Cfp® | Director Of Tax Services | Leadership |
Lori O'Connor | Director, Investments | Leadership |
Sam Cari | Chief Legal Officer & Partner | Leadership |
Sarah Rushford | Senior Director Of Tax | Leadership |
Charles Christopher | Director Of Finance | Leadership |
Chfc® Beth Reeves | Director, Client Experience | Leadership |
Rob Bardot | Chief Financial Officer | Leadership |
Lindsey Ranzau | Sr. Director, Practice Growth & Development | Leadership |
Kristina Galdonik | Director | Leadership |
Kara Sacchetti | Director, Employee Development & Talent Acquisition | Leadership |
Christina Clukey | Director, Client Experience | Leadership |
Caitlin Abram | Director, Trust & Estate Design And Development | Leadership |
Taylor Moore | Director Of Operations | Leadership |
44 more people are available in the full profile.
Complete people profiles for NorthRock Partners
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Investments & Acquisitions by NorthRock Partners
NorthRock Partners has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Ameriprise Financial.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial advisory services are offered by Ameriprise Financial. | minkoffandassociates.com | San Francisco, United States | 0 | Mar 2024 | •••• |
Complete acquisition details for NorthRock Partners
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Timeline of NorthRock Partners
3 dated milestones of NorthRock Partners across 11 years, from founding to its latest funding, stage changes and deals.
- Founded NorthRock Partners is founded.
- Exit Acquired by Sammons Financial Group.
- Acquisition Acquires Ameriprise Financial.
Competitors of NorthRock Partners
NorthRock Partners has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of NorthRock Partners
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Web traffic of NorthRock Partners
The website of NorthRock Partners (northrockpartners.com) receives about 7.5K visits a month.
- Monthly visits7.5K
▼ 36.2% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as NorthRock 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 Northrock Partners
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Frequently Asked Questions about NorthRock Partners
NorthRock Partners was founded in 2013.
NorthRock Partners is headquartered in Minneapolis, United States. It is registered at Minneapolis, Minnesota, United States.
Rob Nelson is the CEO of NorthRock Partners, as recorded in our data.
NorthRock Partners, based in Minneapolis, focuses on offering financial products and advice, managing assets, and managing wealth portfolios. Wealth management firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
NorthRock Partners's top competitors include Focus Financial Partners, Raymond James and Wintrust.
NorthRock Partners offers Financial Advice, Investments, Tax Preparations, and Estate Planning.
NorthRock Partners has made 1 acquisition, including Ameriprise Financial.
NorthRock Partners has 1 investor. Key investors include Sammons Financial Group.
Yes. NorthRock Partners was acquired by Sammons Financial Group in October 2023.