About Watermark Wealth Strategies
Watermark Wealth Strategies is a company based in Scottsdale (United States) founded in 2009 was acquired by Kestra in November 2016.. Watermark Wealth Strategies operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Scottsdale, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Kestra
(Nov 15, 2016)
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Funding Insights of Watermark Wealth Strategies
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Watermark Wealth Strategies
Watermark Wealth Strategies has secured backing from 1 investor. Prominent investors backing the company include Kestra Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Kestra Financial is recognized as an industry-leading independent wealth management platform.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Watermark Wealth Strategies
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Watermark Wealth Strategies
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Watermark Wealth Strategies Comparisons
Competitors of Watermark Wealth Strategies
Watermark Wealth Strategies 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Watermark Wealth Strategies
When was Watermark Wealth Strategies founded?
Watermark Wealth Strategies was founded in 2009.
Where is Watermark Wealth Strategies located?
Watermark Wealth Strategies is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
What does Watermark Wealth Strategies do?
Watermark Wealth Strategies was established in 2009 and is headquartered in Scottsdale, United States. Operations are centered in the financial services sector, where wealth management is delivered to individuals and families. Services encompass investment advisory, financial planning, and portfolio management. The firm maintains a focus on personalized strategies within the domestic market, supported by its online presence at watermarkwealth.com. Geographic activities remain primarily in the southwestern U.S. region.
Who are the top competitors of Watermark Wealth Strategies?
Watermark Wealth Strategies's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Who are Watermark Wealth Strategies's investors?
Watermark Wealth Strategies has 1 investor. Key investors include Kestra Financial.