When was WealthSource founded?

WealthSource was founded in 2009 and raised its 1st funding round within a year of its incorporation.

Where is WealthSource located?

WealthSource is headquartered in Centennial, United States. It is registered at San Luis Obispo, California.

Who is the current CEO of WealthSource?

Bryan Sullivan of WealthSource.

How many employees does WealthSource have?

As of Dec 31, 2022, WealthSource has 35 employees, reflecting a 46% year-over-year growth in headcount.

Is WealthSource a funded company?

WealthSource is a funded company, having raised a total of $820K across 6 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Aug 04, 2009.

When was the latest funding round of WealthSource?

WealthSource's latest funding was a $***** Seed round on May 17, 2010, with participation from 0 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $408M in funding in 2026 to date.

Where does WealthSource rank among its competitors?

WealthSource ranks 170th amongst 3012 active competitors, of which 55 are funded. It stands 8th 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 WealthSource?

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

WealthSource - 2026 Company Profile, Team, Funding & Competitors

Company Details

Website: wealthsource.com
Social
Phone Number: +1 **********
Registered Address: San Luis Obispo, California

Key Metrics

Founded Year

2009

Location

Centennial, United States

Stage

Acquired

Total Funding

$820K in 6 rounds

Latest Funding Round

Seed, May 17, 2010, $*****

Ranked

170^th among 3012 active competitors

Employee Count

35 as on Dec 31, 2022

Investment & Acquisitions

SurePath Wealth

Similar Companies

Alera Group & 7401 more

Exit Details

Acquired by OneDigital (Feb 02, 2024)

View WealthSource's full profile

WealthSource is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
WEALTHSOURCE PARTNERS, LLC CIN: 371797345 , United States, Active	Dec 26, 999	-	35 (As on Dec 31, 2021)	-

WealthSource got acquired by OneDigital on Feb 02, 2024.

Click here to take a look at WealthSource's acquisition in detail

WealthSource has raised a total funding of $820K over 6 rounds. Its first funding round was on Aug 04, 2009.

Here is the list of recent funding rounds of WealthSource:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 17, 2010	9984456	Seed	5886156	6221384	9427890	5156580
May 17, 2010	1287799	Conventional Debt	6614261	1324331	9469962	4777509
Dec 01, 2009	4747540	Conventional Debt	9821803	2066348	3835724	6964623

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View details of WealthSource's funding rounds and investors

WealthSource's employee count trend

WealthSource has 35 employees as of Dec 22. The total employee count is 46.0% more than what it was in Dec 21. Here is WealthSource's employee count trend over the years:

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Top competitors of WealthSource include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of WealthSource, 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	66/100
5th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
6th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
7th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
8th	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
9th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	General Atlantic, TPG	61/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, 1st & Main	61/100
170th	WealthSource 2009, Centennial (United States), Acquired	Provider of wealth & risk management services	$820K	-	39/100