When was Wealth Management founded?

Wealth Management was founded in 1996 and raised its 1st funding round 4 years after it was founded.

Where is Wealth Management located?

Wealth Management is headquartered in New York City, United States.

How many employees does Wealth Management have?

As of Sep 30, 2026, the latest employee count at Wealth Management is 56.

Is Wealth Management a funded company?

Wealth Management is a funded company, having raised a total of $***** in its 1st and only funding round, a PE round on 2000.

When was the latest funding round of Wealth Management?

Wealth Management's latest funding was a $***** PE round on 2000, with participation from 1 investor.

Where does Wealth Management rank among its competitors?

Wealth Management ranks 9th amongst 979 active competitors, of which 7 are funded. It stands 9th in terms of total funding among its competitors. The most recent competitor to raise funding was Finshots, which secured $3.7M in Apr, 2023.

Who are the top competitors of Wealth Management?

Wealth Management's top competitors include TechTarget, Finshots and Zawya. Among them, Finshots secured the most recent funding round in April, 2023.

Wealth Management - 2026 Company Profile, Funding & Competitors

Wealth Management is an acquired company based in New York City (United States), founded in 1996. It operates as a Provider of news, analysis, and research for the wealth management industry. Wealth Management has raised an undisclosed amount in funding. The company has 979 active competitors, including 7 funded and 44 that have exited. Its top competitors include companies like TechTarget, Finshots and Zawya.

Company Details

Provider of news, analysis, and research for the wealth management industry. It delivers insights on investment, wealth planning, and business planning. The offerings include articles, newsletters, videos, and podcasts covering topics such as regulation, compliance, and career moves. It also provides information on wealth technology, trusts, and estate planning.

Website: www.wealthmanagement.com/
Social
Email ID: *****@suzannesiracuse.com

Key Metrics

Founded Year

1996

Location

New York City, United States

Stage

Acquired

Latest Funding Round

PE, 2000, $*****

Investors

Signal Hill Equity Partners

Ranked

9^th among 979 active competitors

Employee Count

56 as on Sep 30, 2026

Similar Companies

TechTarget & 876 more

Exit Details

Acquired by GenSpring (Jun 01, 2008)

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Wealth Management got acquired by GenSpring on Jun 01, 2008.

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Wealth Management has raised funding over 1 round. Its latest funding round was a PE round on 2000 for $*****. 1 investor participated in its latest round. Wealth Management has 1 institutional investor.

Here is the list of recent funding rounds of Wealth Management:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
2000	3991	PE	3593	1379	7477	7503

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View details of Wealth Management's funding rounds and investors

Wealth Management's employee count trend

Wealth Management has 56 employees as of Sep 26. Here is Wealth Management's employee count trend over the years:

Employee count trend for Wealth Management

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Top competitors of Wealth Management include TechTarget, Finshots and Zawya. Here is the list of Top 10 competitors of Wealth Management, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	TechTarget 1999, Newton (United States), Public	Network of websites providing information technology news, insights, and resources	$115M	TCV, TTV Capital & 2 others	63/100
2nd	Finshots 2019, Bengaluru (India), Series A	Provider of financial news and insights	$4.81M	Zerodha, Rainmatter & 1 others	58/100
3rd	Zawya 2000, Dubai (United Arab Emirates), Acquired	Provider of business, financial news, insights, reports, and press releases	-	-	53/100
4th	SmartBrief 1999, Washington, DC (United States), Acquired	Publishes targeted business news and information by industry	-	Venturehouse Group	51/100
5th	CityFALCON 2014, London (United Kingdom), Seed	AI-powered financial news and content platform	$5.37M	Octopus Labs, eToro & 49 others	50/100
6th	The Hustle 2015, San Francisco (United States), Acquired	Business and tech insights through news, original reporting, and educational content	$250K	The Tribe, The Start Project & 1 others	48/100
7th	Prolific North 2013, Manchester (United Kingdom), Acquired	Provider of news, features, events, awards, and job listings	-	-	46/100
8th	Bdaily 2003, Newcastle Upon Tyne (United Kingdom), Acquired	Provider of business news, expert analysis, and feature article publications	-	-	46/100
9th	Wealth Management 1996, New York City (United States), Acquired	Provider of news, analysis, and research for the wealth management industry	-	Signal Hill Equity Partners	44/100
10th	The Quantum Insider 2020, Toronto (Canada), Funding Raised	Provider of news, information, analysis, and data on quantum technologies	-	Constructor Capital	43/100