Professional Wealth Advisors - Crunchbase Company Profile & Funding

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Overview

Professional Wealth Advisors

Growth Score

80

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

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

About Professional Wealth Advisors

CB Rank

1062932

Professional Wealth Advisors is independent wealth management firm.

Acquired by

HighPoint Planning Partners

Founded

obfuscation

Private

Downers Grove, Illinois, United States

www.professionalwealthadvisors.com/

Financial Services

Management Consulting

Wealth Management

Details

Sub-Organization of

HighPoint Planning Partners

Legal Name

LPL

Operating Status

Active

Company Type

For Profit

About the Company

Professional Wealth Advisors is independent wealth management firm.

Phone Number

+ 1 630 716 3600

Contact Email

pwaplan@lpl.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials

M&A Details

Professional Wealth Advisors

merged with

HighPoint Planning Partners

on

obfuscation

.

Transaction Name

Professional Wealth Advisors acquired by HighPoint Planning Partners

Acquired by

HighPoint Planning Partners

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Jun 26, 2024

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

Technology

View Tech Report

Monthly Web Visits

32

-90.62%

in past month

Interest Signals

Topic	Surge Score
Independent Financial Practice	98
MarketWatch	93
Sony (SNE)	91

Actively Used Products

11

Professional Wealth Advisors

uses

11

technology products and services including

,

, and

, according to G2 Stack.

Active Website Tech Count

19

Professional Wealth Advisors

is actively using

19

technologies for its website, according to BuiltWith. These include

Google Tag Manager

,

, and

Google Analytics

.

Lists Featuring This Company

Lists Featuring This Company

Wealth Management Acquired Companies With Less Than $1B in Revenue

409 Number of Organizations • $4.4B Total Funding Amount • 352 Number of Investors

Acquired Greater Chicago Area Companies

3,444 Number of Organizations • $80.3B Total Funding Amount • 2,602 Number of Investors

Management Consulting Acquired Companies With Fewer Than 1000 Employees

752 Number of Organizations • $1.6B Total Funding Amount • 240 Number of Investors

Midwestern US Acquired Companies With Fewer Than 1000 Employees

7,255 Number of Organizations • $50.4B Total Funding Amount • 3,662 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Professional Wealth Advisors

's headquarters?

Professional Wealth Advisors

is located in

Downers Grove, Illinois, United States

.

Who are

Professional Wealth Advisors

's competitors? Alternatives and possible competitors to

Professional Wealth Advisors

may include

Cerity Partners

,

Waverly Advisors

, and

HighTower Advisors

.