Cetera Financial Group - Crunchbase Company Profile & Funding

Q: Who invested in Cetera Financial Group?

Cetera Financial Group is funded by Genstar Capital.

Overview

Cetera Financial Group

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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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+4 more milestones

See more interactive data and historical milestones on desktop for the best experience

About Cetera Financial Group

CB Rank

143763

Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.

Acquired by

Genstar Capital

Founded

obfuscation

Private

Private Equity

San Diego, California, United States

10001+

www.cetera.com

Advice

Financial Services

Retail

Retirement

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Key People

Amanda Laas: Business Development
Brett Harrison: CEO Cetera Advisors/First Allied Securities

Details

Legal Name

Cetera Advisors LLC

Also Known As

Cetera

Operating Status

Active

Company Type

For Profit

About the Company

Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser family.

Phone Number

866-489-3100

Contact Email

information@haventower.com

Predictions & Insights

Growth Insight

See this Growth Insight

Cetera Financial Group is

Lorem

to be growing

Top Contributing Factors

Merger or Acquisition

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

AdviceWorks

An integrated digital platform that streamlines advisor workflows, client collaboration, and business operations through automation and tool integrations.

Advanced Planning Team

A specialized team providing expert legal, tax, and financial planning support to advisors for complex client challenges.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Cetera Financial Group	1	obfuscated obfuscation	Genstar Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Cetera Financial Group	1	obfuscated obfuscation	Genstar Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Cetera Financial Group	1	obfuscated obfuscation	Genstar Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Cetera Financial Group	1	obfuscated obfuscation	Genstar Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Cetera Financial Group	1	obfuscated obfuscation	Genstar Capital	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Cetera Financial Group	1	obfuscated obfuscation	Genstar Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Cetera Financial Group	1	obfuscated obfuscation	Genstar Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Cetera Financial Group	1	obfuscated obfuscation	Genstar Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Cetera Financial Group	1	obfuscated obfuscation	Genstar Capital	Private Equity
obfuscated obfuscation	Private Equity Round - Cetera Financial Group	1	obfuscated obfuscation	Genstar Capital	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Genstar Capital	Yes	Private Equity Round - Cetera Financial Group	Anthony J. Salewski, Siddharth Ramakrishnan
Genstar Capital	Yes	Private Equity Round - Cetera Financial Group	Anthony J. Salewski, Siddharth Ramakrishnan
Genstar Capital	Yes	Private Equity Round - Cetera Financial Group	Anthony J. Salewski, Siddharth Ramakrishnan
Genstar Capital	Yes	Private Equity Round - Cetera Financial Group	Anthony J. Salewski, Siddharth Ramakrishnan
Genstar Capital	Yes	Private Equity Round - Cetera Financial Group	Anthony J. Salewski, Siddharth Ramakrishnan

Investments

Investment Breakdown

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Wilde Wealth Management Group, Inc.	Yes	Private Equity Round - Wilde Wealth Management Group, Inc.	obfuscated obfuscation
obfuscated obfuscation	Wilde Wealth Management Group, Inc.	Yes	Private Equity Round - Wilde Wealth Management Group, Inc.	obfuscated obfuscation
obfuscated obfuscation	Wilde Wealth Management Group, Inc.	Yes	Private Equity Round - Wilde Wealth Management Group, Inc.	obfuscated obfuscation
obfuscated obfuscation	Wilde Wealth Management Group, Inc.	Yes	Private Equity Round - Wilde Wealth Management Group, Inc.	obfuscated obfuscation
obfuscated obfuscation	Wilde Wealth Management Group, Inc.	Yes	Private Equity Round - Wilde Wealth Management Group, Inc.	obfuscated obfuscation

Investment Breakdown

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Wilde Wealth Management Group, Inc.	Yes	Private Equity Round - Wilde Wealth Management Group, Inc.	obfuscated obfuscation
obfuscated obfuscation	Wilde Wealth Management Group, Inc.	Yes	Private Equity Round - Wilde Wealth Management Group, Inc.	obfuscated obfuscation
obfuscated obfuscation	Wilde Wealth Management Group, Inc.	Yes	Private Equity Round - Wilde Wealth Management Group, Inc.	obfuscated obfuscation
obfuscated obfuscation	Wilde Wealth Management Group, Inc.	Yes	Private Equity Round - Wilde Wealth Management Group, Inc.	obfuscated obfuscation
obfuscated obfuscation	Wilde Wealth Management Group, Inc.	Yes	Private Equity Round - Wilde Wealth Management Group, Inc.	obfuscated obfuscation