About Wolfgroupcapital
Wolfgroupcapital is a Financial Services company based in Fairfax (United States) founded in 1996, and was acquired by CW Advisors in May 2025. Comprehensive wealth management services are offered to professionals and families. Its focus areas include Investment Industry and Investment Consultants. Its legal entity is CW Advisors.
Company details
Wolfgroupcapital was founded in 1996 in Fairfax, United States, and operates in the wealth management sector. Financial planning, investment management, and global wealth strategies are provided to professionals and families. A collaborative process is used to define client objectives and support goal attainment. Fiduciary standards are maintained through unbiased guidance. Ongoing assistance is delivered across the full scope of financial needs.
- Headquarters Fairfax, United States
- Stage Acquired
- SectorsFinancial Services
- Website wolfgroupcapital.com
- Social LinkedIn X
- Acquired by CW Advisors (May 2025)
- Legal Name Cw Advisors
- Investors
- Acquired byCW Advisors
(May 2025)
Investors in Wolfgroupcapital
Wolfgroupcapital has secured backing from 1 investor. Prominent investors backing the company include CW Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment management and financial planning services are provided for clients. | 2004 | cwadvisorsgroup.com | Boston, United States |
Investor details for Wolfgroupcapital
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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Timeline of Wolfgroupcapital
2 dated milestones of Wolfgroupcapital across 29 years, from founding to its latest funding, stage changes and deals.
- Founded Wolfgroupcapital is founded.
- Exit Acquired by CW Advisors.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Wolfgroupcapital (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
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|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
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Frequently Asked Questions about Wolfgroupcapital
Wolfgroupcapital was founded in 1996.
Wolfgroupcapital is headquartered in Fairfax, United States. It is registered at Fairfax, Virginia, United States.
Wolfgroupcapital was founded in 1996 in Fairfax, United States, and operates in the wealth management sector. Financial planning, investment management, and global wealth strategies are provided to professionals and families. A collaborative process is used to define client objectives and support goal attainment. Fiduciary standards are maintained through unbiased guidance. Ongoing assistance is delivered across the full scope of financial needs.
Wolfgroupcapital has 1 investor. Key investors include CW Advisors.
Wolfgroupcapital operates through Cw Advisors.
Yes. Wolfgroupcapital was acquired by CW Advisors in May 2025.