Bernhardt Wealth Management - About the company
Bernhardt Wealth Management is an acquired company based in Mclean (United States), founded in 1994. It operates as a Diversified asset management firm. The company has 10117 active competitors, including 268 funded and 953 that have exited. Its top competitors include companies like Fidelity Investments, Goldman Sachs and Investec.
Company Details
- Website
- bernhardtwealth.com
- Social
- Phone Number
- +1 **********
Key Metrics
Founded Year
1994
Location
Mclean, United States
Stage
Acquired
Ranked
3275th among 10117 active competitors
Employee Count
9 as on Jul 01, 2024
Similar Companies
Exit Details
Acquired by Modera Wealth Management (Nov 22, 2022)
Bernhardt Wealth Management's acquisition details
Bernhardt Wealth Management got acquired by Modera Wealth Management on Nov 22, 2022.
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Bernhardt Wealth Management's funding and investors
Bernhardt Wealth Management has not raised any funding rounds yet.
Bernhardt Wealth Management's founders and board of directors
Founder? Claim ProfileBernhardt Wealth Management's employee count trend
Bernhardt Wealth Management has 9 employees as of Jul 24. Here is Bernhardt Wealth Management's employee count trend over the years:
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Bernhardt Wealth Management's Competitors and alternates
Top competitors of Bernhardt Wealth Management include Fidelity Investments, Goldman Sachs and Investec. Here is the list of Top 10 competitors of Bernhardt Wealth Management, ranked by Tracxn score:
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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 | 80/100 | |
2nd |  Goldman Sachs 1869, New York City (United States), Public | Provider of financial services including investment management and wealth management | - | 77/100 | |
3rd | Investec 1974, London (United Kingdom), Acquired | Provider of corporate & investment banking and wealth management services | - | 77/100 | |
4th | FIS 1968, Jacksonville (United States), Acquired | Provider of software suite for banks and financial institutions | - | 76/100 | |
5th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | - | 74/100 | |
6th | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 74/100 | |
7th | _1537422048749.png?devicePixelRatio=2&height=30&width=30){kind=logo} Blackstone 1985, New York City (United States), Public | Diversified investment management firm | - | 73/100 | |
8th | JPMorgan Chase 2000, New York (United States), Public | Provider of financial services to consumers and corporations | - | 73/100 | |
9th | Principal 1879, Des Moines (United States), Public | Provider of retirement, investment, and insurance products and services | - | 72/100 | |
10th | Guggenheim Partners 1999, New York City (United States), Acquired | Provider of asset management and investment advisory services | $21M | 71/100 | |
3275th |  Bernhardt Wealth Management 1994, Mclean (United States), Acquired | Diversified asset management firm | - | - | 24/100 |
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Bernhardt Wealth Management's Investments and acquisitions
Bernhardt Wealth Management has made no investments or acquisitions yet.
Reports related to Bernhardt Wealth Management
Here is the latest report on Bernhardt Wealth Management's sector:
News related to Bernhardt Wealth Management
•
Virginia-Based Bernhardt Wealth Management Recognized as Top Investment AdvisorICrowdNewswire•Jan 14, 2020•Bernhardt Wealth Management
•
Virginia-Based Bernhardt Wealth Management Recognized as Top Investment AdvisorICrowdNewswire•Sep 20, 2019•Bernhardt Wealth Management
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