Segment Wealth Management - About the company
Segment Wealth Management is an unfunded company based in Houston (United States), founded in 2010. It operates as a Provider of wealth management and financial advisory services. Segment Wealth Management has not raised any funding yet. The company has 10878 active competitors, including 288 funded and 1016 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.
Company Details
Segment Wealth Management is a leading financial advisory firm based in Houston, Texas. They are a fee-only firm that focuses on providing clarity, reliability, and performance to their clients.
Key Metrics
Founded Year
2010
Location
Houston, United States
Stage
Unfunded
Ranked
998th among 10878 active competitors
Employee Count
14 as on Jul 31, 2026
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Segment Wealth Management's funding and investors
Segment Wealth Management has not raised any funding rounds yet.
Segment Wealth Management's founders and board of directors
Founder? Claim ProfileSegment Wealth Management's employee count trend
Segment Wealth Management has 14 employees as of Jul 26. Here is Segment Wealth Management's employee count trend over the years:
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Segment Wealth Management's Competitors and alternates
Top competitors of Segment Wealth Management include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Segment Wealth Management, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 81/100 | |
2nd | FIS 1968, Jacksonville (United States), Acquired | Provider of software suite for banks and financial institutions | - | 80/100 | |
3rd | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 79/100 | |
4th |  Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 78/100 | |
5th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | - | 75/100 | |
6th | Goldman Sachs 1869, New York City (United States), Public | Provider of investment banking asset management and financial advisory services | - | 75/100 | |
7th |  Wells Fargo 1852, San Francisco (United States), Public | Provider of diverse financial services and online banking | - | 73/100 | |
8th | _1537422048749.png?devicePixelRatio=2&height=30&width=30){kind=logo} Blackstone 1985, New York City (United States), Public | Diversified investment management firm | - | 72/100 | |
9th | Vanguard 1976, Malvern (United States), Series B | Diversified investment management firm | $31.7M | 71/100 | |
10th | Affiliated Managers Group 1993, West Palm Beach (United States), Public | Provider of asset management services | - | 71/100 | |
998th |  Segment Wealth Management 2010, Houston (United States), Unfunded | Provider of wealth management and financial advisory services | - | - | 38/100 |
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Segment Wealth Management's Investments and acquisitions
Segment Wealth Management has made no investments or acquisitions yet.
Reports related to Segment Wealth Management
Here is the latest report on Segment Wealth Management's sector:
News related to Segment Wealth Management
Filter this listMedia has covered Segment Wealth Management for a total of 7 events in the last 1 year, 6 of them have been about company updates.
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Segment Wealth Management LLC Makes New Investment in Advanced Micro Devices, Inc. $AMDMarketBeat•Apr 26, 2026•Segment Wealth Management, AMD
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Segment Wealth Management LLC Makes New $1.28 Million Investment in Comfort Systems USA, Inc. $FIXMarketBeat•Dec 30, 2025•Segment Wealth Management, Comfort Systems USA
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Segment Wealth Management LLC Makes New Investment in Ubiquiti Inc. $UIMarketBeat•Dec 30, 2025•Segment Wealth Management, Ubiquiti, Deckers Brands
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Segment Wealth Management LLC Invests $4.83 Million in Cencora, Inc. $CORMarketBeat•Dec 30, 2025•Segment Wealth Management, Cencora, NISA, Tema ETFs
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TrueWealth Advisors LLC Makes New $920,000 Investment in Celestica, Inc. $CLSMarketBeat•Dec 26, 2025•TrueWealth Advisors, Celestica, Segment Wealth Management
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Segment Wealth Management LLC Raises Position in Alphabet Inc. $GOOGMarketBeat•Oct 07, 2025•Segment Wealth Management, Alphabet
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Segment Wealth Management Named to Barron's 2025 Top 100 Independent Advisors RankingNewMediaWire•Sep 23, 2025•Segment Wealth Management
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Alphabet Inc. (NASDAQ:GOOGL) Shares Acquired by Segment Wealth Management LLCMarketBeat•Jun 24, 2025•Segment Wealth Management, Alphabet
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Segment Wealth Management LLC Invests $204,000 in Dollar General Corporation (NYSE:DG)MarketBeat•Jun 21, 2025•Segment Wealth Management, Dollar General
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Segment Wealth Management LLC Makes New $274,000 Investment in American Water Works Company, Inc. (NYSE:AWK)MarketBeat•Jun 21, 2025•Segment Wealth Management, American Water
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