Strategic Wealth Partners Revenue and Competitors

Chicago, IL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Strategic Wealth Partners's estimated annual revenue is currently $10M per year.(i)
  • Strategic Wealth Partners's estimated revenue per employee is $189,000

Employee Data

  • Strategic Wealth Partners has 53 Employees.(i)
  • Strategic Wealth Partners grew their employee count by 15% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5170M139987%$1.8B$18.7B
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Strategic Wealth Partners is an independent wealth management firm founded in 2008. Our firm consists of a team of professionals that offer personalized financial planning and investment advisory services. Our objective is simple: to provide you with successful wealth strategies, independent, objective advice and personalized service that you deserve.

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Total Funding

53

Number of Employees

$10M

Revenue (est)

15%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Strategic Wealth Partners News

2022-04-19 - Capital Gains and Loss Harvesting Pros and Cons

Our Retirement Daily's Robert Powell caught up with Jeffrey Levine, CPA and tax pro from Buckingham Strategic Wealth Partners to break down...

2022-04-17 - EP Wealth Advisors® Acquires Coulston Financial Services

This acquisition marks EP Wealth's 23rd transaction in a five-year period of strategic growth for the firm. Since taking a minority investment...

2022-04-13 - Taking charge of your financial life | Business ...

Counting on one spouse or partner to handle all financial ... Sonoma County Wealth Advisors and Strategic Wealth Advisors Group are separate...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.7M544%N/A
#2
$12.6M566%N/A
#3
$12.4M56-5%N/A
#4
$7.4M57N/AN/A
#5
$14.1M58-11%N/A