When was Goldman PFM founded?

Goldman PFM was founded in 2005.

Where is Goldman PFM located?

Goldman PFM is headquartered in Newport Beach, United States.

How many employees does Goldman PFM have?

As of Mar 01, 2026, the latest employee count at Goldman PFM is 1 - 10001.

Is Goldman PFM a funded company?

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

Where does Goldman PFM rank among its competitors?

Goldman PFM ranks 1746th amongst 4338 active competitors, of which 67 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 Goldman PFM?

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

Goldman PFM - 2026 Company Profile & Competitors

Goldman PFM is a deadpooled company based in Newport Beach (United States), founded in 2005. It operates as a Wealth Management & Financial Advisor Services. The company has 4338 active competitors, including 67 funded and 413 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Key Metrics

Founded Year

2005

Location

Newport Beach, United States

Stage

Deadpooled

Ranked

1746^th among 4338 active competitors

Employee Count

1 - 10,001 as on Mar 01, 2026

Similar Companies

Alera Group & 8334 more

View Goldman PFM's full profile

Goldman PFM has not raised any funding rounds yet.

Goldman PFM's employee count trend

Goldman PFM has 1 - 10,001 employees as of Mar 26. Here is Goldman PFM's employee count trend over the years:

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Top competitors of Goldman PFM include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Goldman PFM, 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	72/100
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	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
5th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	66/100
6th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
7th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
8th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
9th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, NB Group & 1 others	62/100
10th	High Tower 2008, Chicago (United States), Series E	Provider of wealth management services	$129M	Thomas H Lee Partners, Franklin Templeton Investments ... & 6 others	62/100
1746th	Goldman PFM 2005, Newport Beach (United States), Deadpooled	Wealth Management & Financial Advisor Services	-	-	19/100