Campbell Wealth - About the company
Campbell Wealth is an acquired company based in United States, founded in 2004. It operates as a Provider of wealth management services. The company has 3955 active competitors, including 67 funded and 527 that have exited. Its top competitors include companies like AXA, Focus Financial Partners and Alera Group.
Key Metrics
Founded Year
2004
Location
Stage
Acquired
Ranked
130th among 3955 active competitors
Employee Count
as on Dec 31, 2022
Similar Companies
AXA &
Exit Details
Acquired by CAPTRUST (Dec 19, 2024)
Legal entities associated with Campbell Wealth
Campbell Wealth is associated with 2 legal entities given below:
Legal Entity Name | Date of incorporation | Revenue | Net Profit | Employee Count |
|---|---|---|---|---|
Dec 31, 1999 | - | 271 | 752 | |
Dec 31, 1999 | - | 333 | 979 |
Campbell Wealth's acquisition details
Campbell Wealth got acquired by CAPTRUST on Dec 19, 2024. It was facilitated by Houlihan Lokey.
Click to take a look at Campbell Wealth's acquisition in detail
Campbell Wealth's funding and investors
Campbell Wealth has not raised any funding rounds yet.
Campbell Wealth's founders and board of directors
Campbell Wealth's employee count trend
Campbell Wealth has 27 employees as of Dec 22. The total employee count is 12.5% more than what it was in Dec 21. Here is Campbell Wealth's employee count trend over the years:
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Top competitors of Campbell Wealth include AXA, Focus Financial Partners and Alera Group. Here is the list of Top 10 competitors of Campbell Wealth, ranked by ÃØÃÜÑо¿Ëù score :
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Overall Rank | Company Details | Short Description | Total Funding | Investors | ÃØÃÜÑо¿Ëù Score |
|---|---|---|---|---|---|
1st | Provider of insurance and wealth management services | - | , Rivean CapitalÌý&²¹³¾±è;Ìý | 78/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | Summit Partners, Bank of AmericaÌý&²¹³¾±è;Ìý | 77/100 |
3rd |  Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | The Carlyle Group, SLR Investment CorpÌý&²¹³¾±è;Ìý | 76/100 |
4th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 70/100 | |
5th | Creative Planning 1983, Overland Park (United States), Late Stage | Provider of wealth management services | $15.7M | 68/100 | |
6th |  1992, Mumbai (India), Public | Full-service investment banking firm | - | - | 67/100 |
7th | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 67/100 |
8th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 65/100 | |
9th | High Tower 2008, Chicago (United States), Series E | Provider of wealth management services | $129M | Thomas H Lee Partners, Franklin Templeton InvestmentsÌý&²¹³¾±è;Ìý | 65/100 |
10th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 64/100 | |
130th | 2004, United States, Acquired | Provider of wealth management services | - | - | 41/100 |
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Campbell Wealth's Investments and acquisitions
Campbell Wealth has made no investments or acquisitions yet.
Reports related to Campbell Wealth
Here is the latest report on Campbell Wealth's sector:
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News related to Campbell Wealth
Media has covered Campbell Wealth for a total of 10 events in the last 1 year, 7 of them have been about company updates.
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MarketBeat•Feb 15, 2025•Campbell Wealth,
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MarketBeat•Feb 14, 2025•Campbell Wealth,
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MarketBeat•Jan 02, 2025•Campbell Wealth,
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Get curated news about company updates, funding rounds, M&A deals and others. Sign up today!Frequently asked questions about Campbell Wealth
When was Campbell Wealth founded?
Campbell Wealth was founded in 2004.Where is Campbell Wealth located?
Campbell Wealth is located in United States.Is Campbell Wealth an acquired company?
Campbell Wealth got acquired by CAPTRUST on Dec 19, 2024.What is the annual revenue of Campbell Wealth?
Annual revenue of Campbell Wealth is undefined as on undefined.Our Lite Plan Awaits you - Its Free!
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