When was Bluespring Wealth founded?

Bluespring Wealth was founded in 2019.

Where is Bluespring Wealth located?

Bluespring Wealth is headquartered in Austin, United States.

How many employees does Bluespring Wealth have?

As of Jul 01, 2024, the latest employee count at Bluespring Wealth is 12.

Is Bluespring Wealth a funded company?

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

Where does Bluespring Wealth rank among its competitors?

Bluespring Wealth ranks 129th amongst 2568 active competitors, of which 47 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Creative Planning, which secured an undisclosed amount in Sep, 2024.

Who are the top competitors of Bluespring Wealth?

Bluespring Wealth's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Creative Planning secured the most recent funding round in September, 2024.

Bluespring Wealth - 2026 Company Profile & Competitors

Bluespring Wealth is an unfunded company based in Austin (United States), founded in 2019. It operates as a Provider of wealth management services. Bluespring Wealth has not raised any funding yet. The company has 2568 active competitors, including 47 funded and 311 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Bluespring Wealth Partners is a firm focused on providing customizable solutions for wealth management firms to transition their business and preserve their legacy. They offer services such as business planning, retirement plans, insurance, risk management, and tax planning for individuals and business owners.

Key Metrics

Founded Year

2019

Location

Austin, United States

Stage

Unfunded

Ranked

129^th among 2568 active competitors

Employee Count

12 as on Jul 01, 2024

Investment & Acquisitions

SHP Financial & 14 more

Similar Companies

Alera Group & 7125 more

View Bluespring Wealth's full profile

Bluespring Wealth has not raised any funding rounds yet.

Bluespring Wealth's employee count trend

Bluespring Wealth has 12 employees as of Jul 24. Here is Bluespring Wealth's employee count trend over the years:

Employee count trend for Bluespring Wealth

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Top competitors of Bluespring Wealth include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Bluespring Wealth, 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 & 13 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	General Atlantic, TPG	65/100
5th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	64/100
6th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, 1st & Main	62/100
7th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
8th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	62/100
9th	High Tower 2008, Chicago (United States), Series E	Provider of wealth management services	$129M	Thomas H Lee Partners, Continental Investors ... & 6 others	61/100
10th	MarshBerry 1981, Cuyahoga Falls (United States), Acquired	M&A and corporate advisory firm	$38.3M	-	60/100
129th	Bluespring Wealth 2019, Austin (United States), Unfunded	Provider of wealth management services	-	-	40/100

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Bluespring Wealth has not made any investments yet. Bluespring Wealth has made 15 acquisitions.

Here is the list of latest three $acquisitions:

Filter this list

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Feb 11, 2026	Acquisition	SHP Financial	2003	Plymouth (United States)
Jul 22, 2025	Acquisition	Halcyon Wealth Advisors		Irving (United States)
Mar 25, 2025	Acquisition	Chartercapital	1977	Brookfield (United States)