Lord and Richards - About the company
Lord and Richards is a public company based in Highlands Ranch (United States), founded in 2013. It operates as a Wealth management firm providing retirement planning and financial guidance. The company has 3341 active competitors, including 228 funded and 208 that have exited. Its top competitors include companies like Dezerv, Warren and Farther.
Company Details
Wealth management firm providing retirement planning and financial guidance. It helps individuals achieve their dream retirement by providing guidance and strategies. It empowers individuals to make informed decisions about their financial future. It offers a unique process to reduce risk, grow assets, and reduce worry about retirement.
- Website
- lordandrichards.com
- Social
Key Metrics
Founded Year
2013
Location
Highlands Ranch, United States
Stage
Public
Ranked
132nd among 3341 active competitors
Employee Count
17 as on Sep 30, 2026
Exit Details
Public
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Lord and Richards's funding and investors
Lord and Richards has not raised any funding rounds yet.
Lord and Richards' founders and board of directors
Founder? Claim ProfileLord and Richards' employee count trend
Lord and Richards has 17 employees as of Sep 26. Here is Lord and Richards's employee count trend over the years:
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Lord and Richards's Competitors and alternates
Top competitors of Lord and Richards include Dezerv, Warren and Farther. Here is the list of Top 10 competitors of Lord and Richards, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Wealth management platform offering financial planning and advisory service | $100M | 78/100 | ||
2nd | Diversified investment management firm | $105M | 68/100 | ||
3rd |  Farther 2019, New York City (United States), Series D | App-based financial planning and management platform for individuals | $272M | 68/100 | |
4th | Origin 2019, San Francisco (United States), Series B | Financial planning solutions for employees | $68M | 66/100 | |
5th | Financial advisor for payments and savings | $1.25M | 63/100 | ||
6th |  Pontera 2012, New York City (United States), Series C | Tax management solutions for businesses | $160M | 63/100 | |
7th | App-based mutual fund investment platform | - | - | 63/100 | |
8th |  Compound 2019, San Francisco (United States), Series B | Wealth and financial management platform | $37.1M | 62/100 | |
9th |  Phoenix Group 1782, London (United Kingdom), Public | Provider of long-term savings, retirement, and life insurance solutions | - | 61/100 | |
10th | Scottish Widows 1815, Edinburgh (United Kingdom), Public | Women bank | - | - | 60/100 |
132nd | Lord and Richards 2013, Highlands Ranch (United States), Public | Wealth management firm providing retirement planning and financial guidance | - | - | 40/100 |
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Lord and Richards's Investments and acquisitions
Lord and Richards has made no investments or acquisitions yet.
Reports related to Lord and Richards
Here is the latest report on Lord and Richards's sector:
News related to Lord and Richards
Filter this listMedia has covered Lord and Richards for a total of 3 events in the last 1 year, 3 of them have been about company updates.
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Amazon.com, Inc. $AMZN Shares Acquired by Lord & Richards Wealth Management LLCMarketBeat•Dec 01, 2025•Lord and Richards, Amazon, Achmea Investment Management, Atlantic Union Bank and 12 others
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Lord & Richards Wealth Management LLC Makes New Investment in Procter & Gamble Company (The) $PGMarketBeat•Nov 04, 2025•Lord and Richards, Procter & Gamble
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Divergent Planning LLC Makes New $1.55 Million Investment in Eli Lilly and Company $LLYMarketBeat•Oct 21, 2025•Divergentplanning, Lilly, Lord and Richards
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Lord & Richards Wealth Management LLC Makes New Investment in Meta Platforms, Inc. (NASDAQ:META)MarketBeat•Jul 20, 2025•Meta, Lord and Richards
•
Lord & Richards Wealth Management LLC Acquires New Holdings in Exxon Mobil Corporation (NYSE:XOM)MarketBeat•Jul 16, 2025•Lord and Richards, ExxonMobil
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Lord & Richards Wealth Management LLC Acquires 2,294 Shares of The Progressive Corporation (NYSE:PGR)MarketBeat•Jul 15, 2025•Lord and Richards, Progressive Insurance
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Lord & Richards Wealth Management LLC Acquires Shares of 781 CrowdStrike (NASDAQ:CRWD)MarketBeat•Jul 15, 2025•Lord and Richards, CrowdStrike
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Lord & Richards Wealth Management LLC Makes New $273,000 Investment in Pool Corporation (NASDAQ:POOL)MarketBeat•Jul 15, 2025•Lord and Richards, POOLCORP
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Lord & Richards Wealth Management LLC Invests $244,000 in ServiceNow, Inc. (NYSE:NOW)MarketBeat•Jul 15, 2025•Lord and Richards, ServiceNow
•
Lord & Richards Wealth Management LLC Acquires 3,277 Shares of Quanta Services, Inc. (NYSE:PWR)MarketBeat•Jul 15, 2025•Lord and Richards, Quanta Services
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