About QA Wealth Management
QA Wealth Management is a Financial Services company based in Minnetonka (United States) founded in 2000, and was acquired by CAPTRUST in April 2023. Financial advisory and investment management services are provided to clients. Its chief executive, as recorded, is Dan Westin. QA Wealth Management offers products and services including Wealth Planning Services, Investment Advisory, and Retirement Solutions. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
QA Wealth Management was founded in 2000 and is headquartered in Minnetonka, United States. Financial advisory and investment management services are offered within the wealth management sector. Client portfolios are managed, and investment strategies are developed based on individual needs. Operations are centered in the United States, with leadership provided by CEO Dan Westin. The firm focuses on core financial services without additional sectors.
- Headquarters Minnetonka, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website qawealthmanagement.com
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- Acquired by CAPTRUST (Apr 2023)
Products & Services of QA Wealth Management
QA Wealth Management offers a comprehensive portfolio of products and services, including Wealth Planning Services, Investment Advisory, and Retirement Solutions.
Tailored planning for individuals and families to manage investments
Advice on portfolios and risk for corporations and nonprofits
Fiduciary support for retirement plans in educational institutions
Investors in QA Wealth Management
QA Wealth Management has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment consulting and wealth management services are provided to clients. | 1989 | captrust.com | Raleigh, United States |
Investor details for QA Wealth Management
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People of QA Wealth Management
1 people are tracked at QA Wealth Management (1 in leadership).
| Name | Role | Group |
|---|---|---|
Dan Westin | CEO | Leadership |
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Timeline of QA Wealth Management
2 dated milestones of QA Wealth Management across 23 years, from founding to its latest funding, stage changes and deals.
- Founded QA Wealth Management is founded.
- Exit Acquired by CAPTRUST.
Competitors of QA Wealth Management
QA Wealth Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| 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. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of QA Wealth Management
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Top companies in Asset Management
3 companies that operate in the same segment as QA Wealth Management (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 Qa Wealth Management
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Frequently Asked Questions about QA Wealth Management
QA Wealth Management was founded in 2000.
QA Wealth Management is headquartered in Minnetonka, United States. It is registered at Minnetonka, Minnesota, United States.
Dan Westin is the CEO of QA Wealth Management, as recorded in our data.
QA Wealth Management was founded in 2000 and is headquartered in Minnetonka, United States. Financial advisory and investment management services are offered within the wealth management sector. Client portfolios are managed, and investment strategies are developed based on individual needs. Operations are centered in the United States, with leadership provided by CEO Dan Westin. The firm focuses on core financial services without additional sectors.
QA Wealth Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
QA Wealth Management offers Wealth Planning Services, Investment Advisory, and Retirement Solutions.
QA Wealth Management has 1 investor. Key investors include CAPTRUST.
Yes. QA Wealth Management was acquired by CAPTRUST in April 2023.