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TC Wealth Partners - About the company

TC Wealth Partners is an acquired company based in Downers Grove (United States), founded in 1993. It operates as a Comprehensive wealth management, financial planning, and trust services provider. The company has 10691 active competitors, including 279 funded and 987 that have exited. Its top competitors include companies like FIS, Fidelity Investments and S&P Global.

Company Details

Comprehensive wealth management, financial planning, and trust services provider, guiding clients through life's financial journey. They offer personalized support in wealth management, trust & estate services, business owner solutions, insurance, investments, and qualified plans. Their experienced team simplifies complexities, empowers decisions, and helps clients achieve their envisioned life. They provide financial planning services customized to meet specific needs and ambitions, serving families, women, business owners, professionals, and retirees. Services include retirement plan services and trust and estate administration. They offer resources like blog, series, and financial education to support informed financial choices and intentional living. They are a financial services provider.
Social
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Email ID
*****@tcwealthpartners.com
Phone Number
+1 **********
Key Metrics
Founded Year
1993
Location
Downers Grove, United States
Stage
Acquired
Ranked
Employee Count
15 as on Apr 30, 2026
Similar Companies
Exit Details
Acquired by High Tower (Jan 04, 2022)

TC Wealth Partners's acquisition details

TC Wealth Partners got acquired by High Tower on Jan 04, 2022.
Click here to take a look at TC Wealth Partners's acquisition in detail
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TC Wealth Partners's funding and investors

TC Wealth Partners has not raised any funding rounds yet.

TC Wealth Partners' founders and board of directors

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TC Wealth Partners' employee count trend

TC Wealth Partners has 15 employees as of Apr 26. Here is TC Wealth Partners's employee count trend over the years:
Employee count trend for TC Wealth Partners
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TC Wealth Partners's Competitors and alternates

Top competitors of TC Wealth Partners include FIS, Fidelity Investments and S&P Global. Here is the list of Top 10 competitors of TC Wealth Partners, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for FIS
FIS
1968, Jacksonville (United States), Acquired
Provider of software suite for banks and financial institutions
-
81/100
2nd
Logo for Fidelity Investments
Fidelity Investments
1946, Boston (United States), Series F
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
$4.71B
80/100
3rd
Logo for S&P Global
S&P Global
1917, New York City (United States), Public
Provider of essential intelligence and market analysis for global finance
-
79/100
4th
Logo for Goldman Sachs
Goldman Sachs
1869, New York City (United States), Public
Provider of financial services including investment management and wealth management
-
77/100
5th
Logo for Investec
Investec
1974, London (United Kingdom), Acquired
Specialist bank and wealth manager serving private and institutional clients
-
77/100
6th
Logo for India Infoline
India Infoline
1995, Mumbai (India), Public
Traditional Broker for trading in stocks, mutual fund, and commodities
-
74/100
7th
Logo for Vanguard
Vanguard
1976, Malvern (United States), Series B
Diversified investment management firm
$31.7M
74/100
8th
Logo for Morgan Stanley
Morgan Stanley
1935, New York City (United States), Public
Provider of wealth management, investment banking, sales, trading, and research services
-
73/100
9th
Logo for Blackstone
Blackstone
1985, New York City (United States), Public
Diversified investment management firm
-
71/100
10th
Logo for Owkin
Owkin
2016, Paris (France), Series B
Developer of agentic AI platform for biomedical research and drug development
$354M
71/100
3423rd
Logo for TC Wealth Partners
TC Wealth Partners
1993, Downers Grove (United States), Acquired
Comprehensive wealth management, financial planning, and trust services provider
-
-
23/100
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TC Wealth Partners's Investments and acquisitions

TC Wealth Partners has made no investments or acquisitions yet.

Reports related to TC Wealth Partners

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News related to TC Wealth Partners

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