When was Checchi Capital founded?

Checchi Capital was founded in 2007.

Where is Checchi Capital located?

Checchi Capital is headquartered in Beverly Hills, United States.

How many employees does Checchi Capital have?

As of Jul 31, 2026, the latest employee count at Checchi Capital is 29.

Where does Checchi Capital rank among its competitors?

Checchi Capital ranks 21st amongst 3150 active competitors, of which 38 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Wolters Kluwer, which secured an undisclosed amount in Apr, 2023.

Who are the top competitors of Checchi Capital?

Checchi Capital's top competitors include Wolters Kluwer, MassMutual and American Family Insurance. Among them, Wolters Kluwer secured the most recent funding round in April, 2023.

Checchi Capital - 2026 Company Profile, Team & Competitors

Company Details

Website: checchicapital.com
Email ID: *****@checchicapital.com
Phone Number: +1 **********

Key Metrics

Founded Year

2007

Location

Beverly Hills, United States

Stage

Unfunded

Ranked

21^st among 3150 active competitors

Employee Count

29 as on Jul 31, 2026

Investment & Acquisitions

VRGL

Similar Companies

Sea & 10404 more

View Checchi Capital's full profile

Checchi Capital has not raised any funding rounds yet.

The founders of Checchi Capital is Adam Checchi.

Here are the details of Checchi Capital's key team members:

Adam Checchi: Owner of Checchi Capital.

View details of Checchi Capital's Founder profiles and Board Members

Checchi Capital's employee count trend

Checchi Capital has 29 employees as of Jul 26. Here is Checchi Capital's employee count trend over the years:

Employee count trend for Checchi Capital

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Top competitors of Checchi Capital include Wolters Kluwer, MassMutual and American Family Insurance. Here is the list of Top 10 competitors of Checchi Capital, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
2nd	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
3rd	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	67/100
4th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	64/100
5th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Freeman Spogli & 1 others	63/100
6th	Empower 1891, Greenwood Village (United States), Unfunded	Financial planning and advisory solution for individuals	-	Level Capital Partners	57/100
7th	Lehman Brothers 1850, New York City (United States), Deadpooled	Global financial advisory firm	-	Disruption Venture Partners, Erste Group & 2 others	56/100
8th	Hilltop Holdings 1998, Dallas (United States), Public	Limited information available	-	Oak Hill, Flexpoint Ford	55/100
9th	Signal Advisors 2018, Detroit (United States), Series A	Provider of financial advisory and insurance services	$16M	Annox Capital, General Catalyst & 8 others	55/100
10th	First Command 1958, Fort Worth (United States), Unfunded	Provider of financial planning and advisory services for military personnel	-	-	55/100
21st	Checchi Capital 2007, Beverly Hills (United States), Unfunded	Provider of investment advisory services	-	-	48/100