About Strategic Wealth Advisors Group
Strategic Wealth Advisors Group is a company based in Utica (United States) founded in 2017. It operates as a B2C. Strategic Wealth Advisors Group offers products and services including Retirement Planning Service, Investment Strategy Service, Health Care Planning Service, Tax Planning Service, and Legacy Planning Service. Strategic Wealth Advisors Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Utica, United States
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Sectors
Financial ServicesTechnology
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Email
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Phone
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Website
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Social
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- Legal Name Strategic Wealth Advisors Group, Inc.
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Annual Revenue
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Products & Services of Strategic Wealth Advisors Group
Strategic Wealth Advisors Group offers a comprehensive portfolio of products and services, including Retirement Planning Service, Investment Strategy Service, Health Care Planning Service, Tax Planning Service, and Legacy Planning Service. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Assists in building plans for lifelong income and expense management
Develops strategies based on risk tolerance and volatility
Covers medical cost planning for retirement needs
Optimizes tax strategies to preserve assets
Creates tax-efficient plans for family inheritance
Funding Insights of Strategic Wealth Advisors Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Strategic Wealth Advisors Group
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Strategic Wealth Advisors Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Strategic Wealth Advisors Group Comparisons
Competitors of Strategic Wealth Advisors Group
Strategic Wealth Advisors Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Strategic Wealth Advisors Group
Frequently Asked Questions about Strategic Wealth Advisors Group
When was Strategic Wealth Advisors Group founded?
Strategic Wealth Advisors Group was founded in 2017.
Where is Strategic Wealth Advisors Group located?
Strategic Wealth Advisors Group is headquartered in Utica, United States. It is registered at Utica, New York, United States.
What does Strategic Wealth Advisors Group do?
Strategic Wealth Advisors Group, Inc. delivers personalized financial advisory services, focusing on retirement planning, investment strategies, health care coverage, tax optimization, and legacy management to help clients achieve secure futures. Based in Utica, Michigan, they assist individuals and federal employees through tailored strategies and resources, ensuring comprehensive support for long-term financial goals.
Who are the top competitors of Strategic Wealth Advisors Group?
Strategic Wealth Advisors Group's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Strategic Wealth Advisors Group offer?
Strategic Wealth Advisors Group offers Retirement Planning Service, Investment Strategy Service, Health Care Planning Service, Tax Planning Service, and Legacy Planning Service.
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