When was Aegis Wealth Partners founded?

Aegis Wealth Partners was founded in 2014.

Where is Aegis Wealth Partners located?

Aegis Wealth Partners is headquartered in Phoenix, United States.

Is Aegis Wealth Partners a funded company?

Aegis Wealth Partners is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Aegis Wealth Partners rank among its competitors?

Aegis Wealth Partners ranks 2445th amongst 3052 active competitors, of which 38 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Wolters Kluwer, which secured an undisclosed amount in Apr, 2023.

Who are the top competitors of Aegis Wealth Partners?

Aegis Wealth Partners' top competitors include Wolters Kluwer, MassMutual and American Family Insurance. Among them, Wolters Kluwer secured the most recent funding round in April, 2023.

Aegis Wealth Partners - 2026 Company Profile & Competitors

Company Details

Provider of financial planning and consulting for business owners. The firm focuses on aligning tax strategy, compensation, and retirement planning. It helps business owners coordinate financial decisions to shape long-term wealth. The firm evaluates how entity structure and tax strategy affect financial outcomes. Compensation is aligned with tax structure to improve efficiency. Retirement plans support owner wealth and employee stability.

Website: aegiswealth.net
Social

Key Metrics

Founded Year

2014

Location

Phoenix, United States

Stage

Unfunded

Ranked

2445^th among 3052 active competitors

Similar Companies

Sea & 10168 more

View Aegis Wealth Partners' full profile

Aegis Wealth Partners has not raised any funding rounds yet.

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Aegis Wealth Partners include Wolters Kluwer, MassMutual and American Family Insurance. Here is the list of Top 10 competitors of Aegis Wealth Partners, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Capricorn Partners, Aimforthemoon	75/100
2nd	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
3rd	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	67/100
4th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	65/100
5th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Further Global Capital Management, Permira	61/100
6th	Empower 1891, Greenwood Village (United States), Unfunded	Financial planning and advisory solution for individuals	-	-	59/100
7th	First Command 1958, Fort Worth (United States), Unfunded	Provider of financial planning and advisory services for military personnel	-	-	57/100
8th	Commonwealth 1979, Waltham (United States), Acquired	Provider of financial management services	-	-	56/100
9th	Signal Advisors 2018, Detroit (United States), Series A	Provider of financial advisory and insurance services	$16M	Annox Capital, Ludlow Ventures & 8 others	55/100
10th	Mariner Wealth Advisors 2006, Overland Park (United States), Acquired	Wealth Management firm	-	Leonard Green and Partners, Penfund	54/100
2445th	Aegis Wealth Partners 2014, Phoenix (United States), Unfunded	Provider of financial planning and consulting for business owners	-	-	16/100