About Wamboltwealth
Wamboltwealth is a Financial Services company based in Littleton (United States) founded in 2015, and was acquired by Carson Wealth in June 2025. Provider of wealth management services. The company has 12 employees. Its focus areas include Asset Management and Wealth Management. Its legal entity is WAMBOLT & ASSOCIATES. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Wamboltwealth, based in Littleton, focuses on offering financial products and advice, managing assets, and managing wealth portfolios. Provider of wealth management services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Littleton, United States
- Employees 12
- Stage Acquired
- SectorsFinancial Services
- Website wamboltwealth.com
- Acquired by Carson Wealth (Jun 2025)
- Legal Name Wambolt & Associates
- Investors
- Employee Count12
- Acquired byCarson Wealth
(Jun 2025)
Investors in Wamboltwealth
Wamboltwealth has secured backing from 1 investor. Prominent investors backing the company include Carson Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to individuals and families. | 1983 | carsonwealth.com | Omaha, United States |
Investor details for Wamboltwealth
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Timeline of Wamboltwealth
2 dated milestones of Wamboltwealth across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Wamboltwealth is founded.
- Exit Acquired by Carson Wealth.
Competitors of Wamboltwealth
Wamboltwealth has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Wamboltwealth
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Top companies in Asset Management
3 companies that operate in the same segment as Wamboltwealth (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 Wamboltwealth
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Frequently Asked Questions about Wamboltwealth
Wamboltwealth was founded in 2015.
Wamboltwealth is headquartered in Littleton, United States.
Wamboltwealth has 12 employees.
Wamboltwealth, based in Littleton, focuses on offering financial products and advice, managing assets, and managing wealth portfolios. Provider of wealth management services. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Wamboltwealth's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Wamboltwealth has 1 investor. Key investors include Carson Wealth.
Wamboltwealth operates through Wambolt & Associates.
Yes. Wamboltwealth was acquired by Carson Wealth in June 2025.