About StratWealth
StratWealth is a company based in United States founded in 1991 was acquired by Wealthspire in October 2020. StratWealth operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Howard County, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website strat-wealth.com
- Social LinkedIn Facebook
- Acquired by Wealthspire (Oct 2020)
- Investors
- Acquired byWealthspire
(Oct 2020)
Investors in StratWealth
StratWealth has secured backing from 1 investor. Prominent investors backing the company include Wealthspire.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides wealth management, investment advisory, and other services | 1995 | wealthspire.com | New York, United States |
Investor details for StratWealth
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People of StratWealth
1 people are tracked at StratWealth (1 in leadership).
| Name | Role | Group |
|---|---|---|
James DeCarlo | CEO | Leadership |
Complete people profiles for StratWealth
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Timeline of StratWealth
2 dated milestones of StratWealth across 29 years, from founding to its latest funding, stage changes and deals.
- Founded StratWealth is founded.
- Exit Acquired by Wealthspire.
Competitors of StratWealth
StratWealth 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
| 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. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| creativeplanning.com | 1983 | Overland Park, United States | $15.66M | 97 | Provider of wealth management services | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| bostonprivate.com | 1986 | Boston, United States | – | – | Wealth management services are offered by Boston Private. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed competitors of StratWealth
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Latest news on Stratwealth
Complete news archive for StratWealth
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Similar companies to StratWealth
10 companies that operate in the same segment as StratWealth (Asset Management), 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 | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about StratWealth
StratWealth was founded in 1991.
StratWealth is headquartered in United States. It is registered at Maryland, United States.
James DeCarlo is the current CEO of StratWealth.
StratWealth was established in 1991 as a wealth management firm in Howard County, United States. Financial advisory and investment services are delivered by the company to support client asset growth and preservation. Operations are led by CEO James DeCarlo, with a focus on personalized strategies for high-net-worth individuals and families. The firm maintains its headquarters in the specified location, serving regional clients through established financial practices.
StratWealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
StratWealth has 1 investor. Key investors include Wealthspire.
Yes. StratWealth was acquired by Wealthspire in October 2020.