About Your Wealth
Your Wealth is a Financial Services company based in Atlanta (United States) founded in 1996. Retirement planning and wealth management services are provided. It operates on a Professional Services model. Your Wealth offers products and services including Wealth Management and Accounting & Tax Services. Its focus areas include Finance, Investment Services and Wealth Management. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Retirement planning and wealth management services are offered by Capital Investment Advisors. Customized financial solutions are developed for individuals and families. Focus is placed on long-term financial goals and happy retirement aspirations. Comprehensive accounting and tax services are also provided. Clients are supported across various life stages with a collaborative approach. Operations are conducted in multiple locations across the United States.
- Headquarters Atlanta, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website yourwealth.com
- Social LinkedIn
Products & Services of Your Wealth
Your Wealth offers a comprehensive portfolio of products and services, including Wealth Management and Accounting & Tax Services.
Personalized investment plans are crafted for long-term goals.
Comprehensive tax-saving strategies are provided for diverse clients.
People of Your Wealth
8 people are tracked at Your Wealth (3 in leadership, 5 in team).
| Name | Role | Group |
|---|---|---|
Helen Halloran | Director, Compliance | Leadership |
Michael Reiner | Founder, Chairman of the Board, President and CEO of Capital Investment Advisors | Leadership |
Frank Gine | Director Of Integrated Business Services | Leadership |
Alexandra Kirkegaard | Operations Associate | Team |
Matthew Clark | Business Development Manager | Team |
Camden Anderson | Investment Analyst | Team |
Amanda Henson | Ops Team Lead/client Service Manager | Team |
Maureen Barnett | Operations Assistant | Team |
Complete people profiles for Your Wealth
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Competitors of Your Wealth
Your Wealth has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Your Wealth
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Web traffic of Your Wealth
Websites that share an audience with Your Wealth (yourwealth.com).
Websites whose visitors overlap most with Your Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| mgtci.com | 96% | View details | |||
| needhamco.com | 87% | 31K | #1,012,683 | View details | |
| wealthminder.com | 51% | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Your Wealth (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Your Wealth
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Frequently Asked Questions about Your Wealth
Your Wealth was founded in 1996.
Your Wealth is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Retirement planning and wealth management services are offered by Capital Investment Advisors. Customized financial solutions are developed for individuals and families. Focus is placed on long-term financial goals and happy retirement aspirations. Comprehensive accounting and tax services are also provided. Clients are supported across various life stages with a collaborative approach. Operations are conducted in multiple locations across the United States.
Your Wealth's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Your Wealth offers Wealth Management and Accounting & Tax Services.