About Wilson Financial Group
Wilson Financial Group is a company based in Gastonia (United States) founded in 1992 by Les Lesley B Wilson. It operates as a B2C, and B2B. The company has 8 employees as of December 31, 2021. Wilson Financial Group offers products and services including Generational Wealth Planning Process and Social Security Guide. Wilson Financial Group operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Gastonia, United States
- Employees 8 as on 31 Dec, 2021
- Founders Les Lesley B Wilson
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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
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Investors
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Employee Count
8
as on Dec 31, 2021
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Products & Services of Wilson Financial Group
Wilson Financial Group offers a comprehensive portfolio of products and services, including Generational Wealth Planning Process and Social Security Guide. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Process for creating long-term financial strategies for families and legacies.
Guide on optimizing Social Security benefits for retirement income.
Funding Insights of Wilson Financial Group
| 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 |
Investments & Acquisitions by Wilson Financial Group
| 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 - Wilson Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Wilson Financial Group Comparisons
Competitors of Wilson Financial Group
Wilson Financial Group 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
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 Wilson Financial Group
When was Wilson Financial Group founded?
Wilson Financial Group was founded in 1992.
Where is Wilson Financial Group located?
Wilson Financial Group is headquartered in Gastonia, United States. It is registered at Gastonia, North Carolina, United States.
How many employees does Wilson Financial Group have?
As of Dec 31, 2021, the latest employee count at Wilson Financial Group is 8.
What does Wilson Financial Group do?
Wilson Financial Group is a financial advisory firm based in North Carolina, specializing in retirement income strategies and generational wealth planning. They deliver personalized services through seminars, guides on Social Security optimization, and strategies for high net worth clients. The firm emphasizes family-oriented financial solutions and operates in Gastonia and Charlotte, focusing on long-term legacy building and risk management for individual investors.
Who are the top competitors of Wilson Financial Group?
Wilson Financial Group's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Wilson Financial Group offer?
Wilson Financial Group offers Generational Wealth Planning Process and Social Security Guide.