When was Leo Wealth founded?

Leo Wealth was founded in 1994 and raised its 1st funding round 32 years after it was founded.

Where is Leo Wealth located?

Leo Wealth is headquartered in Hurst, United States.

How many employees does Leo Wealth have?

As of Jul 31, 2026, the latest employee count at Leo Wealth is 1.

Is Leo Wealth a funded company?

Leo Wealth is a funded company, having raised a total of $***** in its 1st and only funding round, a PE round on Apr 20, 2026.

When was the latest funding round of Leo Wealth?

Leo Wealth's latest funding was a $***** PE round on Apr 20, 2026, with participation from 1 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $1.23B in funding in 2026 to date.

Where does Leo Wealth rank among its competitors?

Leo Wealth ranks 2135th amongst 10886 active competitors, of which 289 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 $1M in Aug, 2026.

Who are the top competitors of Leo Wealth?

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

Leo Wealth - 2026 Company Profile, Funding & Competitors

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Apr 20, 2026	4229628	PE	6197618	1865856	4347198	3332610

Leo Wealth's employee count trend

Leo Wealth has 1 employees as of Jul 26. Here is Leo Wealth's employee count trend over the years:

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

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	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	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 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 & 5 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	79/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	77/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
8th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	71/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
2135th	Leo Wealth 1994, Hurst (United States), Late Stage	Provider of wealth management and financial planning services	-	Ocean Link	32/100