About Sheets Smith
Sheets Smith is a Financial Services company based in Winston-salem (United States) founded in 1982. It offers financial planning, investment counsel, and strategies for high net-worth clients and institutions. It operates on a B2C and B2B model. Sheets Smith offers products and services including Wealth Management, Financial Planning, Pension and Retirement Plans, and Endowments and Foundations. Its focus areas include FinTech, Investment Tech, Retirement Planning and Pension and Endowment Services. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
Sheets Smith Wealth Management delivers comprehensive wealth management services, including financial planning and investment opportunities, to high net-worth individuals, families, retirement plans, and foundations. Operating for over 40 years, it focuses on sophisticated strategies and responsible investing. The firm is headquartered in Winston-Salem, North Carolina, with a satellite office in Atlanta, Georgia, serving clients through personalized advisory approaches.
- Headquarters Winston-salem, United States
- SectorsFinancial Services
- Website sheetssmith.com
Products & Services of Sheets Smith
Sheets Smith offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, Pension and Retirement Plans, and Endowments and Foundations.
Provides personalized wealth strategies for high net-worth individuals
Offers planning for retirement and investment opportunities
Manages plans for individuals and institutions
Handles investment strategies for non-profits
Similar companies to Sheets Smith
Sheets Smith has 3 listed similar companies 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 similar companies of Sheets Smith
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Sheets Smith (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Sheets Smith
Sheets Smith was founded in 1982.
Sheets Smith is headquartered in Winston-salem, United States. It is registered at Winston-salem, North Carolina, United States.
Sheets Smith Wealth Management delivers comprehensive wealth management services, including financial planning and investment opportunities, to high net-worth individuals, families, retirement plans, and foundations. Operating for over 40 years, it focuses on sophisticated strategies and responsible investing. The firm is headquartered in Winston-Salem, North Carolina, with a satellite office in Atlanta, Georgia, serving clients through personalized advisory approaches.
Sheets Smith's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Sheets Smith offers Wealth Management, Financial Planning, Pension and Retirement Plans, and Endowments and Foundations.