Overridge - About the company
Overridge is an unfunded company based in Fort Worth (United States), founded in 1970. It operates as a Provider of wealth management and investment advisory services to individuals. Overridge has not raised any funding yet. The company has 4994 active competitors, including 71 funded and 442 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
Provider of wealth management and investment advisory services to individuals. The firm offers investment advice and maintains custody of client assets in brokerage accounts. Transactions are executed on the client's account based on the firm's instruction. Not all advisory services will be suitable or necessary for all clients.
- Website
- www.overridge.com/
- Social
Key Metrics
Founded Year
1970
Location
Fort Worth, United States
Stage
Unfunded
Ranked
597th among 4994 active competitors
Employee Count
10 as on Aug 31, 2026
Similar Companies
Sign up to download Overridge's company profile
Overridge's funding and investors
Overridge has not raised any funding rounds yet.
Overridge's founders and board of directors
Founder? Claim ProfileOverridge's employee count trend
Overridge has 10 employees as of Aug 26. Here is Overridge's employee count trend over the years:
Uncover Overridge's growth story! Sign up today!
Access Tracxn on any website
Install Tracxn ExtensionOur Google Chrome extension lets you view company details while browsing their websites
Overridge's Competitors and alternates
Top competitors of Overridge include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Overridge, ranked by Tracxn score:
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!
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 | 73/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 69/100 |
4th | LPL Financial 1989, San Diego (United States), Acquired | Stock brokerage firm | - | 68/100 | |
5th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 66/100 | |
6th |  Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 65/100 | |
7th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
8th | Provider of software, data, analytics, and related services for financial institutions | - | 63/100 | ||
9th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 62/100 | |
10th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 62/100 | |
597th | Overridge 1970, Fort Worth (United States), Unfunded | Provider of wealth management and investment advisory services to individuals | - | - | 27/100 |
_1554185494842.png?devicePixelRatio=2&height=30&width=30){kind=logo}
Get insights and benchmarks for competitors of 2M+ companies! Sign up today!Looking for more details on Overridge's competitors? Click here to see the top ones
Overridge's Investments and acquisitions
Overridge has made no investments or acquisitions yet.
Reports related to Overridge
Here is the latest report on Overridge's sector:
News related to Overridge
Filter this listMedia has covered Overridge for a total of 11 events in the last 1 year, 11 of them have been about company updates.
•
Lee Johnson Capital Management LLC Invests $2.27 Million in CME Group Inc. $CMEMarketBeat•Dec 31, 2025•CME Group, Overridge
•
Lee Johnson Capital Management LLC Makes New $2.60 Million Investment in Medtronic PLC $MDTMarketBeat•Dec 31, 2025•Medtronic, Overridge, Fastenal, Davis Capital Site
•
Lee Johnson Capital Management LLC Invests $2.65 Million in Archer Daniels Midland Company $ADMMarketBeat•Dec 31, 2025•Overridge, ADM
•
Lee Johnson Capital Management LLC Acquires New Position in Eversource Energy $ESMarketBeat•Dec 31, 2025•Overridge, Eversource, Nordea
•
Lee Johnson Capital Management LLC Invests $5.18 Million in Carvana Co. $CVNAMarketBeat•Dec 31, 2025•Carvana, Overridge
•
Lee Johnson Capital Management LLC Invests $4.84 Million in Cloudflare, Inc. $NETMarketBeat•Dec 31, 2025•Overridge, CloudFlare
•
•
Lee Johnson Capital Management LLC Makes New Investment in Southern Company (The) $SOMarketBeat•Dec 31, 2025•Southern, Overridge
•
SS&H Financial Advisors Inc. Acquires New Shares in Advanced Micro Devices, Inc. $AMDMarketBeat•Dec 29, 2025•SS&H Financial Advisors, AMD, MFA Wealth, Overridge and 9 others
•
Cadinha & Co. LLC Makes New Investment in The Goldman Sachs Group, Inc. $GSMarketBeat•Dec 28, 2025•Cadinha, Goldman Sachs, Westbourne Inv, The Ascent Group and 2 others
Get curated news about company updates, funding rounds, M&A deals and others. Sign up today!Are you a Founder ?
FAQs about Overridge
Explore our recently published companies
- Energi Innovation - Denmark based, 2011 founded, Unfunded company
- Rockwin - Ghaziabad based, 1976 founded, Unfunded company
- Atherio - London based, 2025 founded, Unfunded company
- Stockclear.com - 2012 founded, Funding Raised company
- Pensieve - San Francisco based, 2024 founded, Funding Raised company
- Metabowlite - Santa Barbara based, 2022 founded, Seed company
