When was Everwealth founded?

Everwealth was founded in 2015.

Where is Everwealth located?

Everwealth is headquartered in Tulsa, United States.

Where does Everwealth rank among its competitors?

Everwealth ranks 2247th amongst 4483 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 Everwealth?

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

Everwealth - 2026 Company Profile & Competitors

Company Details

Provider of wealth management, investment consulting, and advanced planning services. The company focuses on understanding clients’ financial goals to tailor strategies. It offers investment supervisory and pension consulting services. The company employs a methodology that emphasizes diversification and exposure to global markets.

Key Metrics

Founded Year

2015

Location

Tulsa, United States

Stage

Unfunded

Ranked

2247^th among 4483 active competitors

Similar Companies

Alera Group & 8697 more

View Everwealth's full profile

Everwealth has not raised any funding rounds yet.

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Top competitors of Everwealth include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Everwealth, 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
2247th	Everwealth 2015, Tulsa (United States), Unfunded	Provider of wealth management, investment consulting, and advanced planning services	-	-	18/100