When was Platinum Wealth Venture founded?

Platinum Wealth Venture was founded in 2006.

Where is Platinum Wealth Venture located?

Platinum Wealth Venture is headquartered in Tampa, United States.

How many employees does Platinum Wealth Venture have?

As of May 31, 2026, the latest employee count at Platinum Wealth Venture is 10.

Where does Platinum Wealth Venture rank among its competitors?

Platinum Wealth Venture ranks 1700th amongst 4248 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 Platinum Wealth Venture?

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

Platinum Wealth Venture - 2026 Company Profile & Competitors

Platinum Wealth Venture is an unfunded company based in Tampa (United States), founded in 2006. It operates as a Wealth management firm. Platinum Wealth Venture has not raised any funding yet. The company has 4248 active competitors, including 67 funded and 411 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Key Metrics

Founded Year

2006

Location

Tampa, United States

Stage

Unfunded

Ranked

1700^th among 4248 active competitors

Employee Count

10 as on May 31, 2026

Similar Companies

Alera Group & 8110 more

View Platinum Wealth Venture's full profile

Platinum Wealth Venture has not raised any funding rounds yet.

Platinum Wealth Venture's employee count trend

Platinum Wealth Venture has 10 employees as of May 26. Here is Platinum Wealth Venture's employee count trend over the years:

Employee count trend for Platinum Wealth Venture

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Top competitors of Platinum Wealth Venture include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Platinum Wealth Venture, 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
1700th	Platinum Wealth Venture 2006, Tampa (United States), Unfunded	Wealth management firm	-	-	20/100