About Stonegate Capital Advisors
Stonegate Capital Advisors is a Financial Services company based in Scottsdale (United States) founded in 2014, and was acquired by Beacon Pointe in October 2021. Financial advisory services are provided to private clients. 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
Stonegate Capital Advisors was founded in 2014 and is headquartered in Scottsdale, United States. Operations are focused on the financial advisory sector, where services such as investment guidance and wealth management are delivered to clients. The firm maintains its online presence through the domain stonegateprivateclient.com, supporting advisory activities across the region. Core functions include portfolio analysis and strategic financial planning for individuals and businesses.
- Headquarters Scottsdale, United States
- Stage Acquired
- SectorsFinancial Services
- Website stonegateprivateclient.com
- Social LinkedIn X
- Acquired by Beacon Pointe (Oct 2021)
- Investors
- Acquired byBeacon Pointe
(Oct 2021)
Investors in Stonegate Capital Advisors
Stonegate Capital Advisors has secured backing from 1 investor. Prominent investors backing the company include Beacon Pointe Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided by Beacon Pointe. | 2002 | beaconpointe.com | Newport Beach, United States |
Investor details for Stonegate Capital Advisors
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Timeline of Stonegate Capital Advisors
2 dated milestones of Stonegate Capital Advisors across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Stonegate Capital Advisors is founded.
- Exit Acquired by Beacon Pointe.
Competitors of Stonegate Capital Advisors
Stonegate Capital 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 Stonegate Capital Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as Stonegate Capital 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 Stonegate Capital Advisors
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Frequently Asked Questions about Stonegate Capital Advisors
Stonegate Capital Advisors was founded in 2014.
Stonegate Capital Advisors is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
Stonegate Capital Advisors was founded in 2014 and is headquartered in Scottsdale, United States. Operations are focused on the financial advisory sector, where services such as investment guidance and wealth management are delivered to clients. The firm maintains its online presence through the domain stonegateprivateclient.com, supporting advisory activities across the region. Core functions include portfolio analysis and strategic financial planning for individuals and businesses.
Stonegate Capital Advisors's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Stonegate Capital Advisors has 1 investor. Key investors include Beacon Pointe Advisors.
Yes. Stonegate Capital Advisors was acquired by Beacon Pointe in October 2021.