About Treybourne Wealth
Treybourne Wealth is a Financial Services company based in Greenwood (United States) founded in 2011, and was acquired by Savant Wealth in August 2021. Wealth management services are provided to clients by Treybourne Wealth. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
Treybourne Wealth was established in 2011 in Greenwood, United States. Operations are centered on the financial services sector, where wealth management is delivered through investment advisory, portfolio oversight, and financial planning. Services are tailored for individuals and institutions, with a focus on asset allocation and risk assessment. The company maintains its primary base in the United States, supporting domestic clients in wealth preservation and growth strategies.
- Headquarters Greenwood, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website treybournewealth.com
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- Acquired by Savant Wealth (Aug 2021)
- Investors
- Acquired bySavant Wealth
(Aug 2021)
Investors in Treybourne Wealth
Treybourne Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Savant Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Asset management services are provided by Savant Wealth. | 1986 | savantwealth.com | Rockford, United States |
Investor details for Treybourne Wealth
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Timeline of Treybourne Wealth
2 dated milestones of Treybourne Wealth across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Treybourne Wealth is founded.
- Exit Acquired by Savant Wealth.
Competitors of Treybourne Wealth
Treybourne Wealth has 3 listed competitors 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 competitors of Treybourne Wealth
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Top companies in Asset Management
3 companies that operate in the same segment as Treybourne Wealth (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 Treybourne Wealth
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Frequently Asked Questions about Treybourne Wealth
Treybourne Wealth was founded in 2011.
Treybourne Wealth is headquartered in Greenwood, United States. It is registered at Greenwood, Indiana, United States.
Treybourne Wealth was established in 2011 in Greenwood, United States. Operations are centered on the financial services sector, where wealth management is delivered through investment advisory, portfolio oversight, and financial planning. Services are tailored for individuals and institutions, with a focus on asset allocation and risk assessment. The company maintains its primary base in the United States, supporting domestic clients in wealth preservation and growth strategies.
Treybourne Wealth's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Treybourne Wealth has 1 investor. Key investors include Savant Wealth.
Yes. Treybourne Wealth was acquired by Savant Wealth in August 2021.