Allworth Financial
Allworth Financial is an independent Financial Planner and Brokerage.
Business Model:
Revenue: $0
Employees: 51-200
Rankings
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Detailed Allworth Financial Information
Allworth Financial was acquired by
Lightyear Capital.
The acquisition happend on 2020-10-20.
Details of the transaction were not public
Acquirer
Geographic Data
Address:
City: Sacramento
State: California
Zip:
Country: United States
Financial Info
Stage:
private equity
Raised Last:
$0
Raised Total:$0
Social
Metrics
0Website Global Rank
0Website Monthly Traffic
Twitter Followers
Description
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Contact Phone:
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 7/2017 | Private Equity Round | 1 | - |
Parthenon Capital Partners Parthenon Capital Partners Parthenon Capital Partners Parthenon Capital Partners |
7/2017 | Private Equity Round | 1 | - |
Parthenon Capital Partners Parthenon Capital Partners Parthenon Capital Partners Parthenon Capital Partners |
|---|
| Announced Date | Name | Price |
|---|---|---|
| 8/2022 | Second Opinion Partners | |
| 8/2022 | Muchler Financial Services | |
| 6/2022 | Chetwood Wealth Management | |
| 6/2022 | UAS Wealth Advisors | |
| 3/2022 | Horseman Group | |
| 2/2022 | Johnson Financial Advisors | |
| 11/2021 | RG Capital Management | |
| 9/2021 | Novak Financial Planning | |
| 7/2021 | Giordano Wealth Management Group | |
| 4/2021 | Shone Wealth Management |
Employee Departments
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Revenue: 0 - 100000 Employees: Industry: Software |
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Revenue: 0 - 100000 Employees: 51 - 500 Industry: Education |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Blockchain |
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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