When was Jazz Wealth Managers founded?

Jazz Wealth Managers was founded in 2016.

Where is Jazz Wealth Managers located?

Jazz Wealth Managers is headquartered in Seminole, United States.

How many employees does Jazz Wealth Managers have?

As of Jul 31, 2026, the latest employee count at Jazz Wealth Managers is 3.

Where does Jazz Wealth Managers rank among its competitors?

Jazz Wealth Managers ranks 313th 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 Jazz Wealth Managers?

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

Jazz Wealth Managers - 2026 Company Profile & Competitors

Jazz Wealth Managers is an acquired company based in Seminole (United States), founded in 2016. It operates as an Offering retirement investing and financial advisory services to investors. The company has 4483 active competitors, including 71 funded and 435 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Jazz Wealth is a wealth management firm that offers retirement investing and financial advisory services to investors. They provide financial advice typically reserved for high net worth families and have a personal finance app called NestEgg where users can link their Jazz account and other accounts.

Website: www.jazzwealth.com/
Social
Email ID: *****@jazzwealth.com
Phone Number: +1 **********

Key Metrics

Founded Year

2016

Location

Seminole, United States

Stage

Acquired

Ranked

313^th among 4483 active competitors

Employee Count

3 as on Jul 31, 2026

Similar Companies

Alera Group & 8695 more

Exit Details

Acquired by Steward Partners Global Advisory (May 05, 2026)

View Jazz Wealth Managers' full profile

Jazz Wealth Managers got acquired by Steward Partners Global Advisory on May 05, 2026.

Click here to take a look at Jazz Wealth Managers's acquisition in detail

Jazz Wealth Managers has not raised any funding rounds yet.

Jazz Wealth Managers' employee count trend

Jazz Wealth Managers has 3 employees as of Jul 26. Here is Jazz Wealth Managers's employee count trend over the years:

Employee count trend for Jazz Wealth Managers

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Top competitors of Jazz Wealth Managers include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Jazz Wealth Managers, 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
313th	Jazz Wealth Managers 2016, Seminole (United States), Acquired	Offering retirement investing and financial advisory services to investors	-	-	37/100