76
29
Growth Score
-16 pts
Heat Score
-12 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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398201
Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm.
- David Levine: Interim Chief Operating Officer
- Joshua D. Rogers: Founder & CEO
About the Company
Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm has smartly guided advisors and high-net-worth investors through alternative investment access, investment banking, private equity programs and other traditional financial planning since 2007. Annually, the firm ranks as one of the
country's top independent Broker-Dealers across multiple industry surveys. Headquartered in Chicago, Arete Wealth investments and services are offered through100 offices and 265 registered advisors nationwide.
