Belay Group - About the company
Belay Group is an unfunded company based in Charleston (United States), founded in 2015. It operates as a Boutique advisory firm focused on healthcare sector. Belay Group has not raised any funding yet. The company has 3012 active competitors, including 55 funded and 344 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
Boutique advisory firm focused on healthcare sector. Provides investment banking, merger and acquisition advisory, capital raising, and strategic advisory services to middle market and emerging growth healthcare companies.
Key Metrics
Founded Year
2015
Location
Charleston, United States
Stage
Unfunded
Ranked
704th among 3012 active competitors
Employee Count
4 as on Apr 30, 2026
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Legal entities associated with Belay Group
Belay Group is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
TCFG WEALTH MANAGEMENT, LLC CIN: 800804654 , United States, Active | Sep 18, 2023 | - | - | - |
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Belay Group's funding and investors
Belay Group has not raised any funding rounds yet.
Belay Group's founders and board of directors
Founder? Claim ProfileBelay Group's employee count trend
Belay Group has 4 employees as of Apr 26. Here is Belay Group's employee count trend over the years:
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Belay Group's Competitors and alternates
Top competitors of Belay Group include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Belay Group, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 72/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 68/100 |
4th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 66/100 | |
5th |  Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 65/100 | |
6th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
7th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 62/100 | |
8th | High Tower 2008, Chicago (United States), Series E | Provider of wealth management services | $129M | 62/100 | |
9th | Creative Planning 1983, Overland Park (United States), Late Stage | Provider of wealth management services | $15.7M | 61/100 | |
10th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 61/100 | |
704th |  Belay Group 2015, Charleston (United States), Unfunded | Boutique advisory firm focused on healthcare sector | - | - | 24/100 |
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Belay Group's Investments and acquisitions
Belay Group has made no investments or acquisitions yet.
News related to Belay Group
•
Asset Strategy Consultants Expands Wealth Management CapabilitiesBusiness Wire•Dec 07, 2020•Asset Strategy Consultants, The Belay Group, Belay, Belay Group
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