About Prosperity Advisors
Prosperity Advisors is a Financial Services company based in Overland Park (United States) founded in 1989, and was acquired by Cetera in February 2023. Financial advisory services are provided to clients by Prosperity Advisors. Its chief executive, as recorded, is Paul W Ewing. 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
Prosperity Advisors was founded in 1989 and is headquartered in Overland Park, United States. Financial advisory services are offered within the finance sector, focusing on client consultations and planning. Operations are managed from the U.S. base, with guidance provided by CEO Paul W Ewing. The firm handles various advisory needs, including investment and wealth management strategies, serving individual and business clients in the region.
- Headquarters Overland Park, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website prosperityadvisors.com
- Social LinkedIn Facebook
- Acquired by Cetera (Feb 2023)
Investors in Prosperity Advisors
Prosperity Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cetera.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial advisory services are offered to independent advisors and institutions. | 2010 | cetera.com | El Segundo, United States |
Investor details for Prosperity Advisors
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People of Prosperity Advisors
1 people are tracked at Prosperity Advisors (1 in leadership).
| Name | Role | Group |
|---|---|---|
Paul W Ewing | CEO | Leadership |
Complete people profiles for Prosperity Advisors
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Timeline of Prosperity Advisors
2 dated milestones of Prosperity Advisors across 34 years, from founding to its latest funding, stage changes and deals.
- Founded Prosperity Advisors is founded.
- Exit Acquired by Cetera.
Competitors of Prosperity Advisors
Prosperity Advisors 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 Prosperity Advisors
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Web traffic of Prosperity Advisors
The website of Prosperity Advisors (prosperityadvisors.com) receives about 2.6K visits a month.
- Monthly visits2.6K
▲ 14.2% vs previous month
Websites whose visitors overlap most with Prosperity Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
chooseprosperity.org | chooseprosperity.org | 100% | #5,610,092 | – |
Top companies in Asset Management
3 companies that operate in the same segment as Prosperity Advisors (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 Prosperity Advisors
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Frequently Asked Questions about Prosperity Advisors
Prosperity Advisors was founded in 1989.
Prosperity Advisors is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
Paul W Ewing is the CEO of Prosperity Advisors, as recorded in our data.
Prosperity Advisors was founded in 1989 and is headquartered in Overland Park, United States. Financial advisory services are offered within the finance sector, focusing on client consultations and planning. Operations are managed from the U.S. base, with guidance provided by CEO Paul W Ewing. The firm handles various advisory needs, including investment and wealth management strategies, serving individual and business clients in the region.
Prosperity Advisors's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Prosperity Advisors has 1 investor. Key investors include Cetera.
Yes. Prosperity Advisors was acquired by Cetera in February 2023.