About WealthFlex
WealthFlex is a Financial Services company based in Bellevue (United States) founded in 2014, and was acquired by YieldStreet in December 2019. Provider of wealth management services. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Bellevue, United States
- Stage Acquired
- SectorsFinancial Services
- Website wealthflex.com
- Social X
- Acquired by YieldStreet (Dec 2019)
- Investors
- Acquired byYieldStreet
(Dec 2019)
Investors in WealthFlex
WealthFlex has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include YieldStreet.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Asset-backed loans and private equity are offered via online platform. | 2014 | yieldstreet.com | New York, United States |
Investor details for WealthFlex
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Timeline of WealthFlex
2 dated milestones of WealthFlex across 5 years, from founding to its latest funding, stage changes and deals.
- Founded WealthFlex is founded.
- Exit Acquired by YieldStreet.
Competitors of WealthFlex
WealthFlex has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| 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. |
Detailed competitors of WealthFlex
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Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as WealthFlex (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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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.
Yes. WealthFlex was acquired by YieldStreet in December 2019.