About Nova Wealth
Nova Wealth is a Financial Services company based in Amherst (United States) founded in 2023, and was acquired by Osaic in November 2024. Investment planning and wealth management solutions are provided to individuals. Nova Wealth offers products and services including Investments, Financial Planning, and Insurance Services. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Nova Wealth was founded in 2023 in Amherst, United States, within the financial services sector. Retirement planning and investment management solutions are offered to individuals. Services include risk assessment and portfolio management to support retirement objectives. Operations emphasize personalized wealth management approaches across the United States.
- Headquarters Amherst, United States
- Stage Acquired
- SectorsFinancial Services
- Website retirenova.com
- Social LinkedIn X
- Acquired by Osaic (Nov 2024)
- Legal Name Nova Wealth
Products & Services of Nova Wealth
Nova Wealth offers a comprehensive portfolio of products and services, including Investments, Financial Planning, and Insurance Services.
Offers IRA and brokerage accounts for retirement savings.
Provides strategies for retirement income distribution.
Includes life and long-term care insurance options.
Investors in Nova Wealth
Nova Wealth has secured backing from 1 investor. Prominent investors backing the company include Osaic.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management solutions are provided by Osaic to clients. | osaic.com | Scottsdale, United States |
Investor details for Nova Wealth
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 Nova Wealth
2 dated milestones of Nova Wealth across 1 years, from founding to its latest funding, stage changes and deals.
- Founded Nova Wealth is founded.
- Exit Acquired by Osaic.
Competitors of Nova Wealth
Nova Wealth has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Nova Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Nova Wealth
Websites that share an audience with Nova Wealth (retirenova.com).
Websites whose visitors overlap most with Nova Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
financiallegacy.com | financiallegacy.com | 100% | #10,988,220 | – |
Top companies in Asset Management
3 companies that operate in the same segment as Nova Wealth (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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Frequently Asked Questions about Nova Wealth
Nova Wealth was founded in 2023.
Nova Wealth is headquartered in Amherst, United States. It is registered at Amherst, Massachusetts, United States.
Nova Wealth was founded in 2023 in Amherst, United States, within the financial services sector. Retirement planning and investment management solutions are offered to individuals. Services include risk assessment and portfolio management to support retirement objectives. Operations emphasize personalized wealth management approaches across the United States.
Nova Wealth's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Nova Wealth offers Investments, Financial Planning, and Insurance Services.
Nova Wealth has 1 investor. Key investors include Osaic.
Nova Wealth operates through Nova Wealth.
Yes. Nova Wealth was acquired by Osaic in November 2024.