About Warner Finance
Warner Finance is a company based in Tamaqua (United States) founded in 2019 was acquired by Avantax in November 2021. Warner Finance operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Tamaqua, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website warnerfinance.com
- Social Facebook
- Acquired by Avantax (Nov 2021)
Investors in Warner Finance
Warner Finance has secured backing from 1 investor. Prominent investors backing the company include Avantax.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Holistic financial services are delivered via wealth management. | 1983 | avantax.com | Dallas, United States |
Investor details for Warner Finance
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Timeline of Warner Finance
2 dated milestones of Warner Finance across 2 years, from founding to its latest funding, stage changes and deals.
- Founded Warner Finance is founded.
- Exit Acquired by Avantax.
Competitors of Warner Finance
Warner Finance operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, 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 | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| 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. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| 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 |
Detailed competitors of Warner Finance
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Latest news on Warner Finance
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Similar companies to Warner Finance
10 companies that operate in the same segment as Warner Finance (Asset Management), 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 | – | – | |
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 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Warner Finance
Warner Finance was founded in 2019.
Warner Finance is headquartered in Tamaqua, United States. It is registered at Tamaqua, Pennsylvania, United States.
Warner Finance was established in 2019 in Tamaqua, United States, within the financial sector. Wealth management and investment advisory services are offered, including portfolio guidance and strategic planning for assets. Operations are centered on client needs in investment decisions, with accessibility via the domain warnerfinance.com. Geographic focus remains in the United States, supporting individual and institutional investors through tailored advisory approaches.
Warner Finance's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
Warner Finance has 1 investor. Key investors include Avantax.
Yes. Warner Finance was acquired by Avantax in November 2021.