When was Blakeslee & Blakeslee founded?

Blakeslee & Blakeslee was founded in 1971.

Where is Blakeslee & Blakeslee located?

Blakeslee & Blakeslee is headquartered in San Luis Obispo, United States.

Where does Blakeslee & Blakeslee rank among its competitors?

Blakeslee & Blakeslee ranks 4759th amongst 4604 active competitors, of which 71 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Berkadia, which secured $56.6M in Dec, 2023.

Who are the top competitors of Blakeslee & Blakeslee?

Blakeslee & Blakeslee's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Berkadia secured the most recent funding round in December, 2023.

Blakeslee & Blakeslee - 2026 Company Profile & Competitors

Blakeslee & Blakeslee is a public company based in San Luis Obispo (United States), founded in 1971. It operates as a Provider of financial planning, retirement planning, and wealth management services. The company has 4604 active competitors, including 71 funded and 440 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Provider of financial planning, retirement planning, and wealth management services. This firm assists individuals with investment allocation, education savings, estate planning, and tax strategy. Services focus on long-term goal alignment through objective professional advice and recurring financial reviews.

Key Metrics

Founded Year

1971

Location

San Luis Obispo, United States

Stage

Public

Ranked

4759^th among 4759 competitors

Similar Companies

Alera Group & 8948 more

Exit Details

Public

View Blakeslee & Blakeslee's full profile

Blakeslee & Blakeslee 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 Blakeslee & Blakeslee include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Blakeslee & Blakeslee, ranked by Tracxn score:

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	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	LPL Financial 1989, San Diego (United States), Acquired	Stock brokerage firm	-	Hellman & Friedman, Lee Equity & 3 others	68/100
5th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
6th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
7th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
8th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
9th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	NB Group, Crawley Ventures & 1 others	62/100
4759th	Blakeslee & Blakeslee 1971, San Luis Obispo (United States), Public	Provider of financial planning, retirement planning, and wealth management services	-	-	-