When was Freedom Wealth Alliance founded?

Freedom Wealth Alliance was founded in 2014.

Where is Freedom Wealth Alliance located?

Freedom Wealth Alliance is headquartered in Brookfield, United States.

How many employees does Freedom Wealth Alliance have?

As of Jan 31, 2026, the latest employee count at Freedom Wealth Alliance is 6.

Is Freedom Wealth Alliance a funded company?

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

Where does Freedom Wealth Alliance rank among its competitors?

Freedom Wealth Alliance ranks 4796th amongst 10686 active competitors, of which 278 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1.18M in Apr, 2026.

Who are the top competitors of Freedom Wealth Alliance?

Freedom Wealth Alliance's top competitors include FIS, Fidelity Investments and S&P Global. Among them, Goldman Sachs secured the most recent funding round in April, 2026.

Freedom Wealth Alliance - 2026 Company Profile & Competitors

Freedom Wealth Alliance is an unfunded company based in Brookfield (United States), founded in 2014. It operates as a Provider of financial and investment planning services. Freedom Wealth Alliance has not raised any funding yet. The company has 10686 active competitors, including 278 funded and 987 that have exited. Its top competitors include companies like FIS, Fidelity Investments and S&P Global.

Company Details

Freedom Wealth Alliance is a comprehensive financial and investment planning firm based in Brookfield, WI. They work with families and closely held businesses to provide clarity and help them achieve financial well-being.

Key Metrics

Founded Year

2014

Location

Brookfield, United States

Stage

Unfunded

Ranked

4796^th among 10686 active competitors

Employee Count

6 as on Jan 31, 2026

Similar Companies

FIS & 32851 more

View Freedom Wealth Alliance's full profile

Freedom Wealth Alliance has not raised any funding rounds yet.

Freedom Wealth Alliance's employee count trend

Freedom Wealth Alliance has 6 employees as of Jan 26. Here is Freedom Wealth Alliance's employee count trend over the years:

Employee count trend for Freedom Wealth Alliance

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Top competitors of Freedom Wealth Alliance include FIS, Fidelity Investments and S&P Global. Here is the list of Top 10 competitors of Freedom Wealth Alliance, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Venture Worx & 10 others	81/100
2nd	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 3 others	79/100
4th	Goldman Sachs 1869, New York City (United States), Public	Provider of financial services including investment management and wealth management	-	Berkshire Hathaway, Bondeinvest.com & 1 others	77/100
5th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Randvest Capital & 1 others	77/100
6th	India Infoline 1995, Mumbai (India), Public	Traditional Broker for trading in stocks, mutual fund, and commodities	-	Fairbridge Capital, Fairfax India Holdings ... & 2 others	74/100
7th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 3 others	74/100
8th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	IFC Asset Management Company, Constitution Capital Partners ... & 1 others	73/100
9th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	Barclays, Stroud Companies & 1 others	71/100
10th	Owkin 2016, Paris (France), Series B	Developer of agentic AI platform for biomedical research and drug development	$354M	AIC, Google Ventures & 20 others	71/100
4796th	Freedom Wealth Alliance 2014, Brookfield (United States), Unfunded	Provider of financial and investment planning services	-	-	20/100