About Visionary Asset Management
Visionary Asset Management is a Financial Services company based in Houston (United States) founded in 2010, and was acquired by Atria Wealth Solutions in January 2019. Diversified investment assets are managed for various clients. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Visionary Asset Management was founded in 2010 in Houston, United States, as a firm focused on investment management. Diversified portfolios across equities, fixed income, and alternative assets are handled through structured strategies. Services are extended to institutional and high-net-worth clients, with operations maintained primarily in Houston. The firms domain, visionaryassetmanagement.com, supports client interactions and information dissemination in the financial sector.
- Headquarters Houston, United States
- Stage Acquired
- SectorsFinancial Services
- Website visionaryassetmanagement.com
- Acquired by Atria Wealth Solutions (Jan 2019)
- Investors
- Acquired byAtria Wealth Solutions
(Jan 2019)
Investors in Visionary Asset Management
Visionary Asset Management has secured backing from 1 investor. Prominent investors backing the company include Atria Wealth Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2017 | atriawealth.com | New York, United States |
Investor details for Visionary Asset Management
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Timeline of Visionary Asset Management
2 dated milestones of Visionary Asset Management across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Visionary Asset Management is founded.
- Exit Acquired by Atria Wealth Solutions.
Competitors of Visionary Asset Management
Visionary Asset Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Visionary Asset Management
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Top companies in Asset Management
3 companies that operate in the same segment as Visionary Asset Management (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 Visionary Asset Management
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Frequently Asked Questions about Visionary Asset Management
Visionary Asset Management was founded in 2010.
Visionary Asset Management is headquartered in Houston, United States. It is registered at Houston, Texas, United States.
Visionary Asset Management was founded in 2010 in Houston, United States, as a firm focused on investment management. Diversified portfolios across equities, fixed income, and alternative assets are handled through structured strategies. Services are extended to institutional and high-net-worth clients, with operations maintained primarily in Houston. The firms domain, visionaryassetmanagement.com, supports client interactions and information dissemination in the financial sector.
Visionary Asset Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Visionary Asset Management has 1 investor. Key investors include Atria Wealth Solutions.
Yes. Visionary Asset Management was acquired by Atria Wealth Solutions in January 2019.