About RAA
RAA is a Financial Services company based in Addison (United States) founded in 1995, and was acquired by Allworth Financial in October 2019. Diversified investment management services are provided by the firm. RAA offers products and services including Financial Planning, Investment Management, Tax Planning, Estate Planning, and Insurance Services. Its focus areas include Asset Management and Diversified. Its legal entity is Allworth Financial. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
RAA offers Financial Planning, Investment Management, Tax Planning, Estate Planning, Insurance Services while focusing on offering financial products and advice, managing assets, and diversified. Diversified investment management firm. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs.
- InvestorsAllworth Financial
& 2 more
- Acquired by
Products & Services of RAA
RAA offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, Estate Planning, and Insurance Services.
Personalized guidance for financial life alignment
Customized strategies to optimize portfolios
Tools to minimize tax obligations and maximize savings
Strategies to protect and preserve assets for heirs
Audits and coverage for personal risk exposure
Investors in RAA
RAA has secured backing from 3 investors, including institutional investors. Prominent investors backing the company include Allworth Financial, MW Pritchard, Hubble & Herr, LLC and E*TRADE.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
E*TRADE is operated as an online brokerage and banking platform. | etrade.com | Jersey City, United States | ||
Provider of retirement planning services | 2018 | allworthfinancial.com | Folsom, United States | |
| phhinvestments.com |
Investor details for RAA
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
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Verified entity values are shown only after access is granted.
Timeline of RAA
4 dated milestones of RAA across 24 years, from founding to its latest funding, stage changes and deals.
- Founded RAA is founded.
- Exit Acquired by Etrade.
- Exit Acquired by MW Pritchard, Hubble & Herr, LLC.
- Exit Acquired by Allworth Financial.
Competitors of RAA
RAA 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 RAA
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 RAA
Websites that share an audience with RAA (raa.com).
Websites whose visitors overlap most with RAA. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
data.investmentnews.com | data.investmentnews.com | 100% | – | ||
crfa.us | crfa.us | 90% | – | ||
| retirementwatch.com | 90% | 244.5K | #207,183 | View details | |
diamondretirement.com | diamondretirement.com | 90% | #13,317,011 | – |
Top companies in Asset Management
3 companies that operate in the same segment as RAA (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 RAA
RAA was founded in 1995.
RAA is headquartered in Addison, United States. It is registered at Addison, Texas, United States.
RAA offers Financial Planning, Investment Management, Tax Planning, Estate Planning, Insurance Services while focusing on offering financial products and advice, managing assets, and diversified. Diversified investment management firm. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs.
RAA's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
RAA offers Financial Planning, Investment Management, Tax Planning, Estate Planning, and Insurance Services.
RAA has 3 investors. Key investors include Allworth Financial, MW Pritchard, Hubble & Herr, LLC, and E*TRADE.
RAA operates through Allworth Financial.
Yes. RAA was acquired by Allworth Financial in October 2019.