When was West Wealth Group founded?

West Wealth Group was founded in 2003.

Where is West Wealth Group located?

West Wealth Group is headquartered in Irvine, United States.

Where does West Wealth Group rank among its competitors?

West Wealth Group ranks 1893rd amongst 11043 active competitors, of which 288 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Wells Fargo, which secured $327K in Sep, 2025.

Who are the top competitors of West Wealth Group?

West Wealth Group's top competitors include Fidelity Investments, FIS and Investec. Among them, Wells Fargo secured the most recent funding round in September, 2025.

West Wealth Group - 2026 Company Profile & Competitors

Most viewed in 2019

West Wealth Group is an unfunded company based in Irvine (United States), founded in 2003. It operates as a Provider of investment management services. West Wealth Group has not raised any funding yet. The company has 11043 active competitors, including 288 funded and 1019 that have exited. Its top competitors include companies like Fidelity Investments, FIS and Investec.

Key Metrics

Founded Year

2003

Location

Irvine, United States

Stage

Unfunded

Ranked

1893^rd among 11043 active competitors

Similar Companies

Fidelity Investments & 34386 more

View West Wealth Group's full profile

West Wealth Group has not raised any funding rounds yet.

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of West Wealth Group include Fidelity Investments, FIS and Investec. Here is the list of Top 10 competitors of West Wealth Group, ranked by Tracxn score:

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	World Capital Holdings Group, Burman Family ... & 5 others	82/100
2nd	FIS 1968, Jacksonville (United States), Public	Provider of software suite for banks and financial institutions	-	Venture Worx, Thomas H Lee Partners & 1 others	79/100
3rd	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	78/100
4th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	76/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	76/100
6th	Wells Fargo 1852, San Francisco (United States), Public	Provider of diverse financial services and online banking	-	Edgerock Wealth, Berkshire Hathaway & 4 others	75/100
7th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	74/100
8th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Clarus Ventures ... & 3 others	73/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	72/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	72/100
1893rd	West Wealth Group 2003, Irvine (United States), Unfunded	Provider of investment management services	-	-	33/100