About Wright Wealth Strategies
Wright Wealth Strategies is a company based in San Luis Obispo (United States) founded in 2019 was acquired by Airgas in December 2007.. Wright Wealth Strategies offers products and services including Portfolio Analysis, Retirement Planning, and Risk Management. Wright Wealth Strategies operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter San Luis Obispo, United States
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Sectors
Financial Services
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Phone
*********
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Website
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- Legal Name Wright Wealth Strategies, Llc
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Products & Services of Wright Wealth Strategies
Wright Wealth Strategies offers a comprehensive portfolio of products and services, including Portfolio Analysis, Retirement Planning, and Risk Management. 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.
Service for evaluating and optimizing investment portfolios for clients.
Assistance in developing strategies for secure retirement income.
Tools and advice to mitigate financial risks in investments.
Funding Insights of Wright Wealth Strategies
| 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 |
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Investors in Wright Wealth Strategies
Wright Wealth Strategies has secured backing from 1 investor. Prominent investors backing the company include Airgas. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Industrial, medical, and specialty gases with related products are supplied.
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Wright Wealth Strategies
| 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 - Wright Wealth Strategies
| 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 |
Wright Wealth Strategies Comparisons
Competitors of Wright Wealth Strategies
Wright Wealth Strategies 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, 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 |
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| domain | founded_year | HQ Location |
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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M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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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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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Wright Wealth Strategies
When was Wright Wealth Strategies founded?
Wright Wealth Strategies was founded in 2019.
Where is Wright Wealth Strategies located?
Wright Wealth Strategies is headquartered in San Luis Obispo, United States. It is registered at San Luis Obispo, California, United States.
What does Wright Wealth Strategies do?
Wright Wealth Strategies was founded in 2019 and is based in San Luis Obispo, United States. Operations center on the financial services sector, where wealth management is conducted through tailored financial planning, investment advisory, and portfolio management. Services are extended to clients seeking long-term asset growth and risk assessment. The firm maintains its online presence via wrightws.com, supporting regional and broader U.S. clientele.
Who are the top competitors of Wright Wealth Strategies?
Wright Wealth Strategies's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Wright Wealth Strategies offer?
Wright Wealth Strategies offers Portfolio Analysis, Retirement Planning, and Risk Management.
Who are Wright Wealth Strategies's investors?
Wright Wealth Strategies has 1 investor. Key investors include Airgas.