About WealthFlex
WealthFlex is a company based in Bellevue (United States) founded in 2014 was acquired by YieldStreet in December 2019. WealthFlex operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Bellevue, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
Not available
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
Not available
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Acquired by
YieldStreet
(Dec 17, 2019)
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Funding Insights of WealthFlex
Detailed funding history for WealthFlex
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Investors in WealthFlex
WealthFlex has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include YieldStreet.
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Asset-backed loans and private equity are offered via online platform.
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Investor details for WealthFlex
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Investments & Acquisitions by WealthFlex
Investment portfolio details for WealthFlex
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Financial Statements - WealthFlex
Detailed financials for WealthFlex
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Wealthflex Comparisons
Peer comparison for WealthFlex
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Competitors of WealthFlex
WealthFlex 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, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
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M&A advisory, capital markets, and wealth management services are offered.
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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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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of WealthFlex
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Latest news on Wealthflex
Complete news archive for WealthFlex
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Frequently Asked Questions about WealthFlex
WealthFlex was founded in 2014.
WealthFlex is headquartered in Bellevue, United States. It is registered at Bellevue, Washington, United States.
WealthFlex was established in 2014 in Bellevue, United States, within the financial services sector. Wealth management operations are conducted, encompassing investment advisory, portfolio management, and financial planning for individuals and institutions. Services are delivered through established platforms, with a primary focus on the domestic market. Geographic operations remain centered in the Pacific Northwest region, supporting client needs in asset allocation and risk assessment.
WealthFlex's top competitors include Focus Financial Partners, Alera Group and Raymond James.
WealthFlex has 1 investor. Key investors include YieldStreet.