About Wagner Resource Group
Wagner Resource Group is a Financial Services company based in Mclean (United States) founded in 1979, and was acquired by Integrated Partners in April 2022. Diversified investment portfolios are managed across multiple asset classes. Its chief executive, as recorded, is Phylyp Wagner. 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
Wagner Resource Group was established in 1979 as an investment management firm. Operations are centered on diversified strategies that encompass various asset classes, including equities, fixed income, and alternatives. Services are provided to institutional and individual clients, with a focus on long-term portfolio optimization. The firm is headquartered in McLean, United States, and oversight is led by CEO Phylyp Wagner. Geographic reach extends primarily within the U.S. market.
- Headquarters Mclean, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wagnerrg.com
- Social LinkedIn
- Acquired by Integrated Partners (Apr 2022)
- Investors
- Acquired byIntegrated Partners
(Apr 2022)
Investors in Wagner Resource Group
Wagner Resource Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Integrated Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Integrated Partners is engaged in supporting independent financial advisors. | 1996 | integrated-partners.com | Waltham, United States |
Investor details for Wagner Resource Group
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People of Wagner Resource Group
1 people are tracked at Wagner Resource Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
Phylyp Wagner | CEO | Leadership |
Complete people profiles for Wagner Resource Group
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Timeline of Wagner Resource Group
2 dated milestones of Wagner Resource Group across 43 years, from founding to its latest funding, stage changes and deals.
- Founded Wagner Resource Group is founded.
- Exit Acquired by Integrated Partners.
Competitors of Wagner Resource Group
Wagner Resource Group 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 Wagner Resource Group
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Top companies in Asset Management
3 companies that operate in the same segment as Wagner Resource Group (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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Frequently Asked Questions about Wagner Resource Group
Wagner Resource Group was founded in 1979.
Wagner Resource Group is headquartered in Mclean, United States. It is registered at Mclean, Virginia, United States.
Phylyp Wagner is the CEO of Wagner Resource Group, as recorded in our data.
Wagner Resource Group was established in 1979 as an investment management firm. Operations are centered on diversified strategies that encompass various asset classes, including equities, fixed income, and alternatives. Services are provided to institutional and individual clients, with a focus on long-term portfolio optimization. The firm is headquartered in McLean, United States, and oversight is led by CEO Phylyp Wagner. Geographic reach extends primarily within the U.S. market.
Wagner Resource Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Wagner Resource Group has 1 investor. Key investors include Integrated Partners.
Yes. Wagner Resource Group was acquired by Integrated Partners in April 2022.