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
683rd among 4163 active competitors
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
Founder? Claim ProfileSaxon's employee count trend
Saxon has 29 employees as of Jul 24. Here is Saxon's employee count trend over the years:
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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:
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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 | 72/100 | |
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 | - | - | 68/100 |
4th | Provider of software, data, analytics, and related services for financial institutions | - | 67/100 | ||
5th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 66/100 | |
6th | GE Capital 1932, Norwalk (United States), Public | Provides commercial aircraft leasing and lending services | - | 66/100 | |
7th | Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 66/100 | |
8th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 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 | |
683rd | ![]() 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
Here is the latest report on Saxon's geography:
News related to Saxon
•
AssuredPartners Secures Strategic Acquisition of Saxon Financial ServicesInsuranceNewsNet•Oct 30, 2024•AssuredPartners, Saxon
•
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