New Vernon Wealth Management - About the company
New Vernon Wealth Management is an unfunded company based in Highland Park (United States), founded in 1972 by . It operates as a Provider of wealth management services. New Vernon Wealth Management has not raised any funding yet. The company has 1186 active competitors, including 51 funded and 263 that have exited. Its top competitors include companies like Focus Financial Partners, Alera Group and Wintrust.
Company Details
- Website
- Email ID
- @nv-wm.com
- Phone Number
- +1
Key Metrics
Founded Year
1972
Location
Highland Park, United States
Stage
Unfunded
Ranked
129th among 1186 active competitors
Investment & Acquisitions
&
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New Vernon Wealth Management's funding and investors
New Vernon Wealth Management has not raised any funding rounds yet.
New Vernon Wealth Management's founders and board of directors
The founders of New Vernon Wealth Management is . is the CEO of New Vernon Wealth Management. has founded 1 more company - New Vernon Investment Management.
New Vernon Wealth Management's Competitors and alternates
Top competitors of New Vernon Wealth Management include Focus Financial Partners, Alera Group and Wintrust. Here is the list of Top 10 competitors of New Vernon Wealth Management, ranked by ÃØÃÜÑо¿Ëù score :
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Overall Rank | Company Details | Short Description | Total Funding | Investors | ÃØÃÜÑо¿Ëù Score |
|---|---|---|---|---|---|
1st | 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 |
2nd |  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 | 77/100 |
3rd | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 71/100 | |
4th | Creative Planning 1983, Overland Park (United States), Late Stage | Provider of wealth management services | $15.7M | 68/100 | |
5th |  1992, Mumbai (India), Public | Full-service investment banking firm | - | - | 67/100 |
6th | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 67/100 |
7th | Provider of financial advisory services | $48.3M | LeapFrog Investments, Ìý&²¹³¾±è;Ìý | 66/100 | |
8th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 65/100 | |
9th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 65/100 | |
10th | 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 |
129th |  1972, Highland Park (United States), Unfunded | Provider of wealth management services | - | - | 34/100 |
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New Vernon Wealth Management's Investments and acquisitions
New Vernon Wealth Management has not made any acquisitions yet. New Vernon Wealth Management has made 10 investments. Here is the list of latest three investments:
Date of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Jul 08, 2008 | Investments | 2006 | Mumbai, India | |
Aug 23, 2007 | Investments | 2006 | Mumbai, India | |
Jul 31, 2007 | Investments | 1985 | Chennai, India |
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Reports related to New Vernon Wealth Management
Here is the latest report on New Vernon Wealth Management's sector:
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News related to New Vernon Wealth Management
Media has covered New Vernon Wealth Management for a total of 4 events in the last 1 year, 4 of them have been about company updates.
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•
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MarketBeat•Apr 27, 2025•, New Vernon Wealth Management
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Viestories•Oct 04, 2023•, New Vernon Wealth Management
Get curated news about company updates, funding rounds, M&A deals and others. Sign up today!Frequently asked questions about New Vernon Wealth Management
When was New Vernon Wealth Management founded?
New Vernon Wealth Management was founded in 1972.Where is New Vernon Wealth Management located?
New Vernon Wealth Management is located in Highland Park, United States.What is the annual revenue of New Vernon Wealth Management?
Annual revenue of New Vernon Wealth Management is undefined as on undefined.Our Lite Plan Awaits you - Its Free!
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