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Saxon - About the company

Saxon is an acquired company based in Cincinnati (United States). It operates as a Provider of wealth management services. The company has 4163 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
Location
Cincinnati, United States
Stage
Acquired
Ranked
Employee Count
29 as on Jul 01, 2024
Similar Companies
Exit Details
Acquired by AssuredPartners (Oct 30, 2024)

Saxon's acquisition details

Saxon got acquired by AssuredPartners on Oct 30, 2024.
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Saxon's funding and investors

Saxon has not raised any funding rounds yet.

Saxon's founders and board of directors

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Saxon's employee count trend

Saxon has 29 employees as of Jul 24. Here is Saxon's employee count trend over the years:
Employee count trend for Saxon
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Saxon's Competitors and alternates

Top competitors of Saxon include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Saxon, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Alera Group
Alera Group
1995, Deerfield (United States), Acquired
Provider of HR, life & health insurance, general liability, and other services
$250M
72/100
2nd
Logo for Focus Financial Partners
Focus Financial Partners
2004, New York City (United States), Acquired
Provider of business consulting services to banks and lending institutions
$333M
71/100
3rd
Logo for Raymond James
Raymond James
1962, St. Petersburg (United States), Public
M&A, capital advisory, and wealth management firm
-
-
68/100
4th
Logo for Linedata
Linedata
1998, Neuilly sur seine (France), Public
Provider of software, data, analytics, and related services for financial institutions
-
67/100
5th
Logo for Wintrust
Wintrust
1991, Rosemont (United States), Public
Bank offering diversified financial services
-
66/100
6th
Logo for GE Capital
GE Capital
1932, Norwalk (United States), Public
Provides commercial aircraft leasing and lending services
-
66/100
7th
Provider of multi-family office services
$116M
66/100
8th
Logo for Zions Bank
Zions Bank
1873, Salt Lake City (United States), Unfunded
Private banking firm offering wealth management services
-
-
63/100
9th
Logo for Berkadia
Berkadia
2009, New York City (United States), Series D
Provider of wealth management services
$1B
62/100
10th
Logo for First Western Trust
First Western Trust
2004, Denver (United States), Public
Wealth management firm
$51.4M
62/100
683rd
Logo for Saxon
Saxon
Cincinnati (United States), Acquired
Provider of wealth management services
-
-
25/100
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Saxon's Investments and acquisitions

Saxon has made no investments or acquisitions yet.

Reports related to Saxon

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News related to Saxon

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