When was Beacon Harbor Wealth founded?

Beacon Harbor Wealth was founded in 2019.

Where is Beacon Harbor Wealth located?

Beacon Harbor Wealth is headquartered in Virginia Beach, United States.

Who is the current CEO of Beacon Harbor Wealth?

Jeremy W Ingram of Beacon Harbor Wealth. They have also founded 1 company.

How many employees does Beacon Harbor Wealth have?

As of Dec 31, 2022, the latest employee count at Beacon Harbor Wealth is 8.

Is Beacon Harbor Wealth a funded company?

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

Where does Beacon Harbor Wealth rank among its competitors?

Beacon Harbor Wealth ranks 1222nd amongst 10691 active competitors, of which 279 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $996K in Aug, 2024.

Who are the top competitors of Beacon Harbor Wealth?

Beacon Harbor Wealth's top competitors include FIS, Fidelity Investments and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2024.

Beacon Harbor Wealth - 2026 Company Profile, Team & Competitors

Beacon Harbor Wealth is an unfunded company based in Virginia Beach (United States), founded in 2019 by Jeremy W Ingram. It operates as a Provider of financial advisory services. Beacon Harbor Wealth has not raised any funding yet. The company has 10691 active competitors, including 279 funded and 990 that have exited. Its top competitors include companies like FIS, Fidelity Investments and S&P Global.

Company Details

Beacon Harbor Wealth Advisors is a financial advisory firm that focuses on a planning-based approach to help guide, grow, and protect wealth. They prioritize delivering exquisite client service and add value through goal-based investing.

Website: beaconharborwealth.com
Phone Number: +1 **********

Key Metrics

Founded Year

2019

Location

Virginia Beach, United States

Stage

Unfunded

Ranked

1222^nd among 10691 active competitors

Employee Count

8 as on Dec 31, 2022

Similar Companies

FIS & 32936 more

View Beacon Harbor Wealth's full profile

Beacon Harbor Wealth is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
BEACON HARBOR WEALTH ADVISORS, INC. CIN: 832819533 , United States, Active	Dec 31, 1999	-	9 (As on Dec 31, 2024)	-

Beacon Harbor Wealth has not raised any funding rounds yet.

The founders of Beacon Harbor Wealth is Jeremy W Ingram. Jeremy W Ingram is the CEO of Beacon Harbor Wealth.

Here are the details of Beacon Harbor Wealth's key team members:

Jeremy W Ingram: Co-Founder & CEO of Beacon Harbor Wealth.
Contact Info: 1 email address

View details of Beacon Harbor Wealth's Founder profiles and Board Members

Beacon Harbor Wealth's employee count trend

Beacon Harbor Wealth has 8 employees as of Dec 22. Here is Beacon Harbor Wealth's employee count trend over the years:

Employee count trend for Beacon Harbor Wealth

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Top competitors of Beacon Harbor Wealth include FIS, Fidelity Investments and S&P Global. Here is the list of Top 10 competitors of Beacon Harbor Wealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	New Enterprise Associates, HP & 10 others	81/100
2nd	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, National Science Foundation ... & 5 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Temasek, Europa & 5 others	79/100
4th	Goldman Sachs 1869, New York City (United States), Public	Global financial services platform that delivers investment banking, markets, asset management, and wealth advisory solutions	-	Berkshire Hathaway, Cowles Company & 2 others	77/100
5th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	77/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	IFC Asset Management Company, Constitution Capital Partners ... & 1 others	75/100
7th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 4 others	74/100
8th	India Infoline 1995, Mumbai (India), Public	Traditional Broker for trading in stocks, mutual fund, and commodities	-	Fairbridge Capital, Milliways Ventures & 1 others	73/100
9th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	Barclays, JF Capital & 2 others	72/100
10th	JPMorgan Chase 2000, New York (United States), Public	Provider of financial services to consumers and corporations	-	equitywestsecurities.com, Treasury & 6 others	71/100
1222nd	Beacon Harbor Wealth 2019, Virginia Beach (United States), Unfunded	Provider of financial advisory services	-	-	37/100