WSFG

Fairport, United States Founded: 1994 • Age: 32 yrs Acquired By Securities America
Financial advisory services are provided to clients nationwide.
Request Access

About WSFG

Wall Street Financial Group was established in 1994 in Fairport, United States, within the financial services sector. Advisory services encompassing investment strategies, portfolio management, and financial planning are offered to individuals and businesses. Operations are centered in the United States, with a focus on personalized client consultations. The company is led by CEO Steven McWhorter, ensuring structured oversight of advisory activities.

  • Headquarter Fairport, United States
  • Sectors
    Business Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Business Services → Financial, Accounting & Compliance Services
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Securities America

    (Sep 26, 2016)

Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Funding Insights of WSFG

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in WSFG

WSFG has secured backing from 1 investor. Prominent investors backing the company include Securities America. 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.

All
Investor Description Founded Year Domain Location
Provider of securities and investment advisory services
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by WSFG

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - WSFG

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Wsfg Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of WSFG

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Wsfg

Frequently Asked Questions about WSFG

When was WSFG founded?

WSFG was founded in 1994.

Where is WSFG located?

WSFG is headquartered in Fairport, United States. It is registered at Fairport, New York, United States.

Who is the current CEO of WSFG?

Steven McWhorter is the current CEO of WSFG.

What does WSFG do?

Wall Street Financial Group was established in 1994 in Fairport, United States, within the financial services sector. Advisory services encompassing investment strategies, portfolio management, and financial planning are offered to individuals and businesses. Operations are centered in the United States, with a focus on personalized client consultations. The company is led by CEO Steven McWhorter, ensuring structured oversight of advisory activities.

Who are WSFG's investors?

WSFG has 1 investor. Key investors include Securities America.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available