Allworth Financial
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Organization
Contact Information
Overview
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
About
Industries
Financial Services, Education
Founded
1996
Employees
51-100
Headquarters locations
United States, North America
Social
N/A
Profile Resume
Allworth Financial headquartered in United States, North America, operates in the Financial Services, Education sector. With a team of 51-100 employees, Allworth Financial is actively contributing to advancements in Financial Services. Their latest funding round, Private Equity Round - Allworth Financial, raised $Unknown amount. Discover more about their projects, partnerships, and impact on our platform.
Funding Rounds
Funding rounds
1
Investors
1
Lead Investors
0
Total Funding Amount
$0
Details
1
Allworth Financial has raised a total of $0 in funding over 1 rounds.
| Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
|---|---|---|---|---|
| 2017 | Private Equity |
Investors
Allworth Financial is funded by 3 investors.
| Investor Name | Lead Investor | Funding Round | Partners |
|---|---|---|---|
| Andrew C. Dodson | - | FUNDING ROUND - Andrew C. Dodson | undefined |
| Allworth Financial | - | FUNDING ROUND - Allworth Financial | undefined |
| Parthenon Capital Partners | - | FUNDING ROUND - Parthenon Capital Partners | undefined |
Recent Activity
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