Waypoint Wealth Management - About the company
Waypoint Wealth Management is an unfunded company based in Ephrata (United States), founded in 2005 by Roger Pugh and Nick Nastri. It operates as a Provider of financial planning, investment management, and advisory services for individuals and families. Waypoint Wealth Management has not raised any funding yet. The company has 10876 active competitors, including 289 funded and 1013 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.
Company Details
Waypoint Wealth Management is a financial advisory firm based in Atlanta, providing fee-only financial planning, investment management, and financial advisory services. They focus on developing lasting relationships with clients to help them achieve their financial goals.
- Website
- www.waypointwealth.com
- Social
- Email ID
- *****@waypointwealth.com
- Phone Number
- +1 **********
- Registered Address
- Timonium,Maryland
Key Metrics
Founded Year
2005
Location
Ephrata, United States
Stage
Unfunded
Ranked
1915th among 10876 active competitors
Employee Count
4 as on Jul 31, 2026
Similar Companies
Legal entities associated with Waypoint Wealth Management
Waypoint Wealth Management is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
WAYPOINT WEALTH MANAGEMENT, LLC CIN: 522287310 , United States, Active | Dec 31, 1999 | - | 3 (As on Dec 31, 2024) | - |
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Waypoint Wealth Management's funding and investors
Waypoint Wealth Management has not raised any funding rounds yet.
Waypoint Wealth Management's founders and board of directors
Founder? Claim ProfileThe founders of Waypoint Wealth Management are Roger Pugh and Nick Nastri.
Here are the details of Waypoint Wealth Management's key team members:
- Roger Pugh: Co-Founder of Waypoint Wealth Management. Contact Info: 1 email address
- Nick Nastri: Owner of Waypoint Wealth Management. Contact Info: 1 email address
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Waypoint Wealth Management's employee count trend
Waypoint Wealth Management has 4 employees as of Jul 26. Here is Waypoint Wealth Management's employee count trend over the years:
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Waypoint Wealth Management's Competitors and alternates
Top competitors of Waypoint Wealth Management include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Waypoint 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 | - | 79/100 | |
5th | Goldman Sachs 1869, New York City (United States), Public | Provider of investment banking asset management and financial advisory services | - | 77/100 | |
6th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | - | 75/100 | |
7th | _1537422048749.png?devicePixelRatio=2&height=30&width=30){kind=logo} Blackstone 1985, New York City (United States), Public | Diversified investment management firm | - | 72/100 | |
8th | Vanguard 1976, Malvern (United States), Series B | Diversified investment management firm | $31.7M | 71/100 | |
9th | TPG 1992, Fort Worth (United States), Public | Operator of investment platforms across multiple asset classes and strategies | - | - | 71/100 |
10th | Affiliated Managers Group 1993, West Palm Beach (United States), Public | Provider of asset management services | - | 71/100 | |
1915th |  Waypoint Wealth Management 2005, Ephrata (United States), Unfunded | Provider of financial planning, investment management, and advisory services for individuals and families | - | - | 33/100 |
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Waypoint Wealth Management's Investments and acquisitions
Waypoint Wealth Management has made no investments or acquisitions yet.
Reports related to Waypoint Wealth Management
Here is the latest report on Waypoint Wealth Management's sector:
News related to Waypoint Wealth Management
Media has covered Waypoint Wealth Management for a total of 2 events in the last 1 year.
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