About Walden Wealth
Walden Wealth is a Financial Services company based in Beachwood (United States) founded in 2015 by Karin Maloney Stifler and Sarah Hannibal, and was acquired by Wealthspire in May 2024. It operates as a fee-only fiduciary wealth management services are provided to individuals. Walden Wealth offers products and services including Financial Planning, Investing Services, and Client Reporting. Its focus areas include Asset Management and Diversified. Its legal entity is Wealthspire Advisors LLC. Its competitors include Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual and 5 more; 4 of its 10 listed competitors have raised funding.
Company details
Walden Wealth was founded in 2015 in Beachwood, United States, as a firm focused on wealth management and financial services. Operations emphasize fiduciary standards with fee-only structures, where client education and financial planning are integrated. Individual expectations, challenges, and comfort levels are incorporated into advisory processes to support personal financial objectives in the wealth management sector.
- Headquarters Beachwood, United States
- Founders Karin Maloney Stifler, Sarah Hannibal
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website waldenwealth.com
- Social LinkedIn YouTube
- Acquired by Wealthspire (May 2024)
- Legal Name Wealthspire Advisors Llc
- Investors
- Acquired byWealthspire
(May 2024)
Products & Services of Walden Wealth
Walden Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Investing Services, and Client Reporting.
Offers comprehensive planning for personal and business finances
Provides strategies for portfolio growth and impact investing
Delivers detailed financial performance and planning updates
Apps and channels of Walden Wealth
its YouTube channel Wealthspire Advisors has 313 subscribers and 30 videos.
Videos from Walden Wealth
The most watched videos on Walden Wealth's YouTube channel, Wealthspire Advisors (313 subscribers). Click a video to play it here.
More on Wealthspire Advisors.
Investors in Walden Wealth
Walden Wealth has secured backing from 1 investor. Prominent investors backing the company include Wealthspire.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides wealth management, investment advisory, and other services | 1995 | wealthspire.com | New York, United States |
Investor details for Walden Wealth
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People of Walden Wealth
2 people are tracked at Walden Wealth (2 in leadership).
| Name | Role | Group |
|---|---|---|
Karin Maloney Stifler | Co-Founder | Leadership |
Sarah Hannibal | Co-Founder | Leadership |
Complete people profiles for Walden Wealth
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Timeline of Walden Wealth
2 dated milestones of Walden Wealth across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Walden Wealth is founded.
- Exit Acquired by Wealthspire.
Competitors of Walden Wealth
Walden Wealth has 10 listed competitors in our database, 4 of them funded. They include Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| 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. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of Walden Wealth
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Top companies in Asset Management
10 companies that operate in the same segment as Walden Wealth (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Walden Wealth
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Frequently Asked Questions about Walden Wealth
Walden Wealth was founded in 2015.
Walden Wealth is headquartered in Beachwood, United States. It is registered at Beachwood, Ohio, United States.
Walden Wealth was founded in 2015 in Beachwood, United States, as a firm focused on wealth management and financial services. Operations emphasize fiduciary standards with fee-only structures, where client education and financial planning are integrated. Individual expectations, challenges, and comfort levels are incorporated into advisory processes to support personal financial objectives in the wealth management sector.
Walden Wealth's top competitors include Fidelity Investments, Investec and S&P Global.
Walden Wealth offers Financial Planning, Investing Services, and Client Reporting.
Walden Wealth has 1 investor. Key investors include Wealthspire.
Walden Wealth operates through Wealthspire Advisors Llc.
Yes. Walden Wealth was acquired by Wealthspire in May 2024.