Lowe Wealth Advisors - Crunchbase Company Profile & Funding

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Overview

Lowe Wealth Advisors

Heat Score

41

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

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About Lowe Wealth Advisors

CB Rank

681507

Lowe Wealth Advisors provides investment management, insurance, financial planning, wealth management and retirement planning services.

Acquired by

MAI Capital Management

Founded

obfuscation

Private

Columbia, Maryland, United States

www.lowewealthadvisors.com/

Financial Services

Wealth Management

Details

Operating Status

Closed

Company Type

For Profit

About the Company

Lowe Wealth Advisors provides investment management, insurance, financial planning, wealth management and retirement planning services.

Phone Number

+1-443-766-7160

Contact Email

info@lowewealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management

Service that manages clients' investment portfolios to meet their financial goals through asset allocation and risk management.

Financial Planning

Comprehensive planning service to create a clear financial roadmap addressing savings, risk management, and future financial goals.

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Financials

M&A Details

Lowe Wealth Advisors

was acquired by

MAI Capital Management

on

obfuscation

.

Transaction Name

Lowe Wealth Advisors acquired by MAI Capital Management

Acquired by

MAI Capital Management

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Dec 8, 2025

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

IT Spend

$292.6K

This year,

Lowe Wealth Advisors

is projected to spend

on IT, according to Aberdeen.

Actively Used Products

17

Lowe Wealth Advisors

uses

17

technology products and services including

,

, and

GoDaddy Premium DNS

, according to G2 Stack.

Active Website Tech Count

3

Lowe Wealth Advisors

is actively using

3

technologies for its website, according to BuiltWith. These include

,

Google Tag Manager

, and

Google Font API

.

Lists Featuring This Company

Lists Featuring This Company

Acquired Retirement Companies

442 Number of Organizations • $5.7B Total Funding Amount • 91 Number of Investors

Columbia Companies that Exited

186 Number of Organizations • $2B Total Funding Amount • 119 Number of Investors

Acquired Financial Services Companies (Top 10K)

9,990 Number of Organizations • $358.9B Total Funding Amount • 11,925 Number of Investors

Acquired Wealth Management Companies

1,096 Number of Organizations • $28.1B Total Funding Amount • 575 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Lowe Wealth Advisors

's headquarters?

Lowe Wealth Advisors

is located in

Columbia, Maryland, United States

.

Who are

Lowe Wealth Advisors

's competitors? Alternatives and possible competitors to

Lowe Wealth Advisors

may include

HighTower Advisors

,

, and

Wealth Enhancement Group

.