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Cornerstone - About the company

Cornerstone is an unfunded company based in Bethlehem (United States), founded in 1997. It operates as a Provider of wealth management services. Cornerstone has not raised any funding yet. The company has 3054 active competitors, including 56 funded and 347 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Email ID
*****@cornerstone-companies.com
Phone Number
+1 **********
Key Metrics
Founded Year
1997
Location
Bethlehem, United States
Stage
Unfunded
Ranked
Employee Count
40 as on Jun 30, 2026
Investment & Acquisitions
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Cornerstone's funding and investors

Cornerstone has not raised any funding rounds yet.

Cornerstone's founders and board of directors

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Cornerstone's employee count trend

Cornerstone has 40 employees as of Jun 26. Here is Cornerstone's employee count trend over the years:
Employee count trend for Cornerstone
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Cornerstone's Competitors and alternates

Top competitors of Cornerstone include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Cornerstone, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Alera Group
Alera Group
1995, Deerfield (United States), Acquired
Provider of HR, life & health insurance, general liability, and other services
$250M
72/100
2nd
Logo for Focus Financial Partners
Focus Financial Partners
2004, New York City (United States), Acquired
Provider of business consulting services to banks and lending institutions
$333M
71/100
3rd
Logo for Raymond James
Raymond James
1962, St. Petersburg (United States), Public
M&A, capital advisory, and wealth management firm
-
-
68/100
4th
Logo for Wintrust
Wintrust
1991, Rosemont (United States), Public
Bank offering diversified financial services
-
66/100
5th
Provider of multi-family office services
$116M
66/100
6th
Logo for Zions Bank
Zions Bank
1873, Salt Lake City (United States), Unfunded
Private banking firm offering wealth management services
-
-
63/100
7th
Logo for Berkadia
Berkadia
2009, New York City (United States), Series D
Provider of wealth management services
$1B
62/100
8th
Logo for First Western Trust
First Western Trust
2004, Denver (United States), Public
Wealth management firm
$51.4M
62/100
9th
Logo for High Tower
High Tower
2008, Chicago (United States), Series E
Provider of wealth management services
$129M
62/100
10th
Logo for Creative Planning
Creative Planning
1983, Overland Park (United States), Late Stage
Provider of wealth management services
$15.7M
61/100
700th
Logo for Cornerstone
Cornerstone
1997, Bethlehem (United States), Unfunded
Provider of wealth management services
-
-
24/100
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Cornerstone's Investments and acquisitions

Cornerstone has a total of 1 investment in FreshRealm. Cornerstone has not made any acquisitions as of now.

Reports related to Cornerstone

Here is the latest report on Cornerstone's geography:

News related to Cornerstone

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