Arete Wealth - About the company
Arete Wealth is an unfunded company based in Nashville (United States), founded in 2007 by Joshua D Rogers. It operates as a Provides wealth management, financial advisory, and other services. Arete Wealth has not raised any funding yet. The company has 32484 active competitors, including 526 funded and 2734 that have exited. Its top competitors include companies like Fidelity Investments, Barclays and Morgan Stanley.
Company Details
- Website
- aretewealth.com
- Social
- Phone Number
- +1 **********
Key Metrics
Founded Year
2007
Location
Nashville, United States
Stage
Unfunded
Ranked
1799th among 32484 active competitors
Employee Count
77 as on Oct 31, 2026
Investment & Acquisitions
Similar Companies
Legal entities associated with Arete Wealth
Arete Wealth is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
ARETE WEALTH, INC. CIN: 260439213 , United States, Active | Dec 31, 1999 | - | 21 (As on Dec 31, 2024) | - |
ARETE WEALTH STRATEGISTS, LLC CIN: 473111792 , United States, Active | Dec 31, 1999 | - | 2 (As on Dec 31, 2024) | - |
Sign up to download Arete Wealth's company profile
Arete Wealth's funding and investors
Arete Wealth has not raised any funding rounds yet.
Arete Wealth's founders and board of directors
Founder? Claim ProfileThe founders of Arete Wealth is Joshua D Rogers. Joshua D Rogers is the CEO of Arete Wealth.
Here are the details of Arete Wealth's key team members:
- Joshua D Rogers: Founder & CEO of Arete Wealth.
View details of Arete Wealth's Founder profiles and Board Members
Arete Wealth's employee count trend
Arete Wealth has 77 employees as of Oct 26. Here is Arete Wealth's employee count trend over the years:
Uncover Arete Wealth's growth story! Sign up today!
Access Tracxn on any website
Install Tracxn ExtensionOur Google Chrome extension lets you view company details while browsing their websites
Arete Wealth's Competitors and alternates
Top competitors of Arete Wealth include Fidelity Investments, Barclays and Morgan Stanley. Here is the list of Top 10 competitors of Arete Wealth, ranked by Tracxn score:
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!
Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 82/100 | |
2nd | Barclays 1690, London (United Kingdom), Public | Provider of consumer, corporate, wealth and private banking services | - | 80/100 | |
3rd | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | $7.55M | 79/100 | |
4th |  Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 78/100 | |
5th | HSBC 1865, London (United Kingdom), Public | Provider of global banking, wealth management, and financial services solutions worldwide | - | 76/100 | |
6th | Financial services company specializing in insurance and asset management | - | 75/100 | ||
7th |  Lighthouse Canton 2014, Singapore (Singapore), Series C | Investment institution focused on wealth and asset management | $40M | 75/100 | |
8th |  Wells Fargo 1852, San Francisco (United States), Public | Provider of diverse financial services and online banking | - | 75/100 | |
9th | Diversified of wealth & asset management services | - | 75/100 | ||
10th | Vanguard 1976, Malvern (United States), Series B | Diversified investment management firm | $31.7M | 74/100 | |
1799th |  Arete Wealth 2007, Nashville (United States), Unfunded | Provides wealth management, financial advisory, and other services | - | - | 39/100 |
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!Looking for more details on Arete Wealth's competitors? Click here to see the top ones
Arete Wealth's Investments and acquisitions
Arete Wealth has acquired Center Street Securities. Arete Wealth has not made any investments as of now.Reports related to Arete Wealth
Here is the latest report on Arete Wealth's sector:
News related to Arete Wealth
Filter this listMedia has covered Arete Wealth for a total of 10 events in the last 1 year, 9 of them have been about company updates and 1 about people movement.
•
•
NVIDIA Corporation $NVDA Stock Position Lessened by Arete Wealth Advisors LLCAmerican Banking News•Aug 09, 2026•Arete Wealth
•
Arete Wealth Advisors LLC Invests $1.04 Million in CECO Environmental Corp. $CECOMarketBeat•Mar 03, 2026•Arete Wealth, CECO
•
Arete Wealth Advisors LLC Invests $779,000 in Installed Building Products, Inc. $IBPMarketBeat•Mar 03, 2026•Installed Building Products, Arete Wealth
•
Vertiv Holdings Co. $VRT Shares Acquired by Arete Wealth Advisors LLCMarketBeat•Mar 02, 2026•Arete Wealth, Vertiv, Western Digital, BMO
•
Arete Wealth Advisors LLC Raises Stake in IES Holdings, Inc. $IESCMarketBeat•Mar 02, 2026•Arete Wealth, Integrated Electrical Services
•
3,380 Shares in Parker-Hannifin Corporation $PH Acquired by Arete Wealth Advisors LLCMarketBeat•Mar 02, 2026•Arete Wealth, Parker, William Blair
•
T-Mobile US, Inc. $TMUS Shares Sold by Waverton Investment Management LtdMarketBeat•Mar 02, 2026•Waverton, T-Mobile, TE Connectivity, American Express and 1 other
•
Arete Wealth Advisors LLC Makes New $4.93 Million Investment in Arista Networks, Inc. $ANETMarketBeat•Mar 01, 2026•Arete Wealth, Arista
•
Arete Wealth Announces C-Suite Leadership Transitions to Support GrowthPR Newswire•Feb 06, 2026•Arete Wealth
Get curated news about company updates, funding rounds, M&A deals and others. Sign up today!Are you a Founder ?
FAQs about Arete Wealth
Explore our recently published companies
- Faversham Quarters - United Kingdom based, Unfunded company
- Siri Salon - Thailand based, Unfunded company
- Coastline Landscaping - Unfunded company
- Solwey - Austin based, 2016 founded, Unfunded company
- ContrivaPro - Unfunded company
- Shardae Writes - Washington based, Unfunded company
