Commonwealth - About the company
Commonwealth is an acquired company based in Waltham (United States), founded in 1979. It operates as a Provider of financial management services. , with last known valuation of $*****. The company has 3989 active competitors, including 44 funded and 304 that have exited. Its top competitors include companies like Ascensus, Athene and MassMutual.
Company Details
- Website
- www.commonwealth.com/
- Email ID
- *****@commonwealth.com
- Phone Number
- +1 **********
- Registered Address
- Waltham, Massachusetts
Key Metrics
Founded Year
1979
Location
Waltham, United States
Stage
Acquired
Last Known Valuation
$***** as on Apr 02, 2026
Ranked
20th among 3989 active competitors
Employee Count
1,615 as on Sep 30, 2026
Similar Companies
Exit Details
Acquired by LPL Financial (Mar 31, 2025)
Legal entities associated with Commonwealth
Commonwealth is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
COMMONWEALTH TAX SERVICES LLC DBA DENVER TAX ADVISOR CIN: 810820126 , United States, Active | Dec 31, 1999 | - | 3 (As on Dec 31, 2024) | - |
COMMONWEALTH FINANCIAL NETWORK CIN: 42675571 , United States, Active | Dec 26, 999 | - | 1271 (As on Dec 31, 2024) | - |
Commonwealth's acquisition details
Commonwealth got acquired by LPL Financial on Mar 31, 2025.
Click here to take a look at Commonwealth's acquisition in detail
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Commonwealth's funding and investors
Commonwealth has not raised any funding rounds yet.
Commonwealth's founders and board of directors
Founder? Claim ProfileCommonwealth's employee count trend
Commonwealth has 1,615 employees as of Sep 26. Here is Commonwealth's employee count trend over the years:
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Commonwealth's Competitors and alternates
Top competitors of Commonwealth include Ascensus, Athene and MassMutual. Here is the list of Top 10 competitors of Commonwealth, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Ascensus 1980, Dresher (United States), Acquired | Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments | - | 73/100 | |
2nd | Athene 2009, West Des Moines (United States), Acquired | Retirement services provider | $1.13B | 69/100 | |
3rd | MassMutual 1851, Springfield (United States), Funding Raised | Mutual life insurance company | - | 68/100 | |
4th | Jackson 1961, Lansing (United States), Public | Retirement based investment management firm | $510M | 68/100 | |
5th | Pacific Life 1868, Newport Beach (United States), Late Stage | Insurance company | $2.11B | - | 67/100 |
6th | Voya Financial 1999, New York City (United States), Public | Provider of pension fund for the employees based out of the US | - | - | 66/100 |
7th | American Family Insurance 1927, Madison (United States), Funding Raised | Personal & business insurance provider | - | - | 65/100 |
8th | Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public | Provider of software, information, and service solutions for professional industries | - | 65/100 | |
9th | Point Digital Finance 2015, Palo Alto (United States), Series C | Online home equity loans platform | $246M | 65/100 | |
10th | Empower 1891, Greenwood Village (United States), Series D | Financial planning and advisory solution for individuals | $682M | 64/100 | |
20th | Commonwealth 1979, Waltham (United States), Acquired | Provider of financial management services | - | - | 53/100 |
Looking for more details on Commonwealth's competitors? Click here to see the top ones
Commonwealth's Investments and acquisitions
Commonwealth has made 1 investment in ON and acquired Center for Wealth Management.Reports related to Commonwealth
Here is the latest report on Commonwealth's sector:
News related to Commonwealth
Media has covered Commonwealth for a total of 10 events in the last 1 year, 6 of them have been about company updates and 1 about people movement.
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Merit Financial Advisors Acquires Commonwealth FA Team in ChicagoFinancialadvisoriq•Sep 21, 2026•Commonwealth
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Cetera Welcomes Commonwealth Advisor Jamie Hatfield with $170 Million AUAPR Newswire•Jan 28, 2026•Commonwealth, Cetera
•
Commonwealth Equity Services LLC Acquires 225,165 Shares of Coterra Energy Inc. $CTRAMarketBeat•Jan 13, 2026•Coterra Energy, Commonwealth
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Commonwealth Equity Services LLC Raises Stake in Veeva Systems Inc. $VEEVMarketBeat•Jan 11, 2026•Veeva Systems, Commonwealth, Eagle Global Advisors
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Commonwealth Equity Services LLC Raises Stock Position in Curtiss-Wright Corporation $CWMarketBeat•Jan 11, 2026•Commonwealth, Curtiss-Wright
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Gilead Sciences, Inc. $GILD Holdings Decreased by Commonwealth Equity Services LLCMarketBeat•Jan 08, 2026•Commonwealth, Gilead, Phillip James Financial
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Commonwealth Equity Services LLC Acquires 153,764 Shares of Marvell Technology, Inc. $MRVLMarketBeat•Jan 08, 2026•Commonwealth, Marvell
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APS Management Group Inc. Invests $30.33 Million in Synopsys, Inc. $SNPSMarketBeat•Jan 07, 2026•Synopsys, https://www.apsadvisors.com/, First Merchants Bank, HB Wealth and 4 others
•
Debt negotiation companies settle with CT banking regulatorHartford Business Journal•Dec 24, 2025•Commonwealth
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