About WSFG
WSFG is a Business Services company based in Fairport (United States) founded in 1994, and was acquired by Securities America in September 2016. Financial advisory services are provided to clients nationwide. Its chief executive, as recorded, is Steven McWhorter. Its focus areas include Financial Services and Finance & Accounting Services.
Company details
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.
- Headquarters Fairport, United States
- Stage Acquired
- SectorsBusiness Services
- Website wsfg.com
- Social LinkedIn
- Acquired by Securities America (Sep 2016)
- Investors
- Acquired bySecurities America
(Sep 2016)
Investors in WSFG
WSFG has secured backing from 1 investor. Prominent investors backing the company include Securities America.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of securities and investment advisory services | 1984 | securitiesamerica.com | Omaha, United States |
Investor details for WSFG
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- Complete investor list
- Round participation
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People of WSFG
1 people are tracked at WSFG (1 in leadership).
| Name | Role | Group |
|---|---|---|
Steven McWhorter | CEO | Leadership |
Complete people profiles for WSFG
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- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of WSFG
2 dated milestones of WSFG across 22 years, from founding to its latest funding, stage changes and deals.
- Founded WSFG is founded.
- Exit Acquired by Securities America.
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as WSFG (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Frequently Asked Questions about WSFG
WSFG was founded in 1994.
WSFG is headquartered in Fairport, United States. It is registered at Fairport, New York, United States.
Steven McWhorter is the CEO of WSFG, as recorded in our data.
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.
WSFG has 1 investor. Key investors include Securities America.
Yes. WSFG was acquired by Securities America in September 2016.