When was Uniting Wealth Partners founded?

Uniting Wealth Partners was founded in 2023.

Where is Uniting Wealth Partners located?

Uniting Wealth Partners is headquartered in Denver, United States.

Is Uniting Wealth Partners a funded company?

Uniting Wealth Partners is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Uniting Wealth Partners rank among its competitors?

Uniting Wealth Partners ranks 308th amongst 2725 active competitors, of which 47 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Creative Planning, which secured an undisclosed amount in Sep, 2024.

Who are the top competitors of Uniting Wealth Partners?

Uniting Wealth Partners' top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Creative Planning secured the most recent funding round in September, 2024.

Uniting Wealth Partners - 2026 Company Profile, Team & Competitors

Uniting Wealth Partners is an unfunded company based in Denver (United States), founded in 2023 by Randy Koontz. It operates as a Provider of financial planning, wealth management, and investment advisory services. Uniting Wealth Partners has not raised any funding yet. The company has 2725 active competitors, including 47 funded and 320 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Provider of financial planning, wealth management, and investment advisory services. The firm delivers holistic financial guidance, encompassing banking, lending, insurance, and estate planning. It offers access to specialized expertise and a technology platform. The company functions as a registered investment advisor, adhering to fiduciary standards.

Key Metrics

Founded Year

2023

Location

Denver, United States

Stage

Unfunded

Ranked

308^th among 2725 active competitors

Similar Companies

Alera Group & 7327 more

View Uniting Wealth Partners' full profile

Uniting Wealth Partners has not raised any funding rounds yet.

The founders of Uniting Wealth Partners is Randy Koontz.

Here are the details of Uniting Wealth Partners' key team members:

Randy Koontz: Owner of Uniting Wealth Partners.

View details of Uniting Wealth Partners's Founder profiles and Board Members

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Top competitors of Uniting Wealth Partners include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Uniting Wealth Partners, 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 & 13 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	64/100
5th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
6th	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
7th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	61/100
8th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	General Atlantic, TPG	61/100
9th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, 1st & Main	61/100
10th	Choice 1992, Mumbai (India), Public	Full-service investment banking firm	-	Plutus Wealth Management & 1 others	59/100
308th	Uniting Wealth Partners 2023, Denver (United States), Unfunded	Provider of financial planning, wealth management, and investment advisory services	-	-	36/100