About TCI Wealth Advisors
TCI Wealth Advisors is a Financial Services company based in Tucson (United States) founded in 1990. A professional firm providing financial planning and wealth management solutions. It operates on a B2C model. Its focus areas include Wealth Management, Financial Planning and Advisory Services. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
TCI Wealth Advisors, established in 1990, excels in offering financial products and advice, managing wealth portfolios, providing financial planning, and providing advisory services. A professional firm providing financial planning and wealth management solutions. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.
- Headquarters Tucson, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website tciwealth.com
- Social LinkedIn Facebook
People of TCI Wealth Advisors
23 people are tracked at TCI Wealth Advisors (5 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Aubree Coggins-Jensen | Chief Accounting Officer (cao) | Leadership |
Sam Swift | CEO | Leadership |
Jennifer Nevenhoven (Baxter) | Director, Human Resources | Leadership |
Missy Eddy | Director Of Marketing, Shareholder | Leadership |
Catherine Nichols | President | Leadership |
Samantha Gomez | Client Coordinator | Team |
Fpqp Miranda Soeder (Smith) | Relationship Associate | Team |
Katie Sweet | Support Associate | Team |
Addison Adelberg | Financial Planning Associate | Team |
Robert Rynders | Advisor | Team |
Andrew Riebe | Senior Human Resources Coordinator | Team |
Constance Chan | Financial Planning Associate | Team |
Ben Kappler | Trader II | Team |
Toni Bilesimo | Relationship Associate | Team |
Devon Brown | Financial Planning Associate I | Team |
Tracy Sanes | Human Resources Generalist | Team |
Jennifer Botz | Manager, Client Coordinator | Team |
Eden Bailey | Administrative Associate | Team |
Skylar R. | Administrative Associate | Team |
Charlie Peck | Trading Manager | Team |
3 more people are available in the full profile.
Complete people profiles for TCI Wealth Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Similar companies to TCI Wealth Advisors
TCI Wealth Advisors 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 TCI Wealth Advisors
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 TCI Wealth Advisors
Websites that share an audience with TCI Wealth Advisors (tciwealth.com).
Websites whose visitors overlap most with TCI Wealth Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| gwadvisors.net | 100% | View details | |||
| purefinancial.com | 100% | 14.8K | #1,591,272 | View details | |
| epwealth.com | 97% | 17.7K | #1,563,125 | View details | |
| carystreetpartners.com | 96% | 5.9K | #3,069,121 | View details | |
| planningretirements.com | 92% | 4.9K | #3,783,370 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 12 similar websites and full traffic analytics for TCI Wealth Advisors
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 12 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment Banks
3 companies that operate in the same segment as TCI Wealth Advisors (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Tci Wealth Advisors
Complete news archive for TCI Wealth Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about TCI Wealth Advisors
TCI Wealth Advisors was founded in 1990.
TCI Wealth Advisors is headquartered in Tucson, United States. It is registered at Tucson, Arizona, United States.
TCI Wealth Advisors, established in 1990, excels in offering financial products and advice, managing wealth portfolios, providing financial planning, and providing advisory services. A professional firm providing financial planning and wealth management solutions. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.
TCI Wealth Advisors's top competitors include Focus Financial Partners, Raymond James and Wintrust.