About Total Wealth Planning
Total Wealth Planning is a company based in Cincinnati (United States) founded in 1989 was acquired by One Four Nine Group in January 2022.. Total Wealth Planning has completed 2 acquisitions, including Charles A. Liles & Associates and Howell Financial Advisors. Total Wealth Planning offers products and services including Investment Management, Financial Planning, Tax Planning, and Estate Planning. Total Wealth Planning operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Cincinnati, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Charles A. Liles & Associates
& 1 more
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Acquired by
One Four Nine Group
(Jan 04, 2022)
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Products & Services of Total Wealth Planning
Total Wealth Planning offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, Tax Planning, and Estate Planning. 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.
Manages investments to ensure financial stability and meet objectives.
Provides comprehensive planning for personal and business financial goals.
Assists with tax strategies to optimize financial decisions.
Offers guidance on estate management and legacy planning.
Funding Insights of Total Wealth Planning
| 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 |
Investors in Total Wealth Planning
Total Wealth Planning has secured backing from 1 investor. Prominent investors backing the company include One Four Nine Group. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Provider of investment management services
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Total Wealth Planning
Total Wealth Planning has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Charles A. Liles & Associates and Howell Financial Advisors. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provider of wealth management services
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2004 | ||||
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Wealth management and investment advisory services are provided.
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2003 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Total Wealth Planning
| 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 |
Total Wealth Planning Comparisons
Competitors of Total Wealth Planning
Total Wealth Planning 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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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
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 Total Wealth Planning
Frequently Asked Questions about Total Wealth Planning
When was Total Wealth Planning founded?
Total Wealth Planning was founded in 1989.
Where is Total Wealth Planning located?
Total Wealth Planning is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
What does Total Wealth Planning do?
Total Wealth Planning was founded in 1989 and is headquartered in Cincinnati, United States. Operations are centered on the financial services sector, where diversified asset management is handled for various clients. Services encompass portfolio management, investment advisory, and wealth planning strategies. The firm maintains a focus on long-term asset growth and risk assessment within the U.S. market.
Who are the top competitors of Total Wealth Planning?
Total Wealth Planning's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Total Wealth Planning offer?
Total Wealth Planning offers Investment Management, Financial Planning, Tax Planning, and Estate Planning.
How many acquisitions has Total Wealth Planning made?
Total Wealth Planning has made 2 acquisitions, including Charles A. Liles & Associates, and Howell Financial Advisors.
Who are Total Wealth Planning's investors?
Total Wealth Planning has 1 investor. Key investors include One Four Nine Group.