About Willingdon Wealth Management
Willingdon Wealth Management is a company based in Huntersville (United States) founded in 2003 by Mike Kayes was acquired by Exencial Wealth in April 2020. Willingdon Wealth Management offers products and services including Investment Management, Estate Planning, Financial Planning, and Tax Planning. Willingdon Wealth Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Huntersville, United States
- Founders Mike Kayes
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
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- Legal Name Exencial Wealth Advisors
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Exencial Wealth
(Apr 01, 2020)
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Products & Services of Willingdon Wealth Management
Willingdon Wealth Management offers a comprehensive portfolio of products and services, including Investment Management, Estate Planning, Financial Planning, and Tax Planning.
Customized portfolios for client financial goals and risk profiles.
Assists in drafting and interpreting estate documents for client intentions.
Crafts plans including retirement and tax projections for long-term security.
Coordinates tax projections and filings with other financial services.
Funding Insights of Willingdon Wealth Management
Detailed funding history for Willingdon Wealth Management
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Investors in Willingdon Wealth Management
Willingdon Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Exencial Wealth.
| Investor | Description | Founded Year | Domain | Location |
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Offers integrated financial planning, investment management, estate planning, and tax services.
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Locked | Locked | Locked |
Investor details for Willingdon Wealth Management
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Investments & Acquisitions by Willingdon Wealth Management
Investment portfolio details for Willingdon Wealth Management
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Financial Statements - Willingdon Wealth Management
Detailed financials for Willingdon Wealth Management
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Willingdon Wealth Management Comparisons
Peer comparison for Willingdon Wealth Management
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Competitors of Willingdon Wealth Management
Willingdon Wealth Management 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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| Locked | Locked | Locked |
Northwestern Mutual is engaged in financial planning and insurance services.
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| Locked | Locked | Locked |
Mutual life insurance and asset management services are provided.
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Detailed competitors of Willingdon Wealth Management
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Latest news on Willingdon Wealth Management
Complete news archive for Willingdon Wealth Management
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Frequently Asked Questions about Willingdon Wealth Management
Willingdon Wealth Management was founded in 2003.
Willingdon Wealth Management is headquartered in Huntersville, United States. It is registered at Huntersville, North Carolina, United States.
Willingdon Wealth Management was established in 2003 in Huntersville, United States, by Mike Kayes, who holds the position of Founder and President. Operations focus on the investment and wealth management sector, where advisory services for asset allocation, portfolio management, and financial planning are delivered. The firm serves clients primarily within the United States, emphasizing structured approaches to long-term wealth preservation and growth.
Willingdon Wealth Management's top competitors include Fidelity Investments, Investec and S&P Global.
Willingdon Wealth Management offers Investment Management, Estate Planning, Financial Planning, and Tax Planning.
Willingdon Wealth Management has 1 investor. Key investors include Exencial Wealth.