Latest news
Loading news…
Allworth Financial
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Sacramento, California, United States Founded 1996 51-100 employees For Profit
Allworth Financial is an independent Financial Planner and Brokerage.
Allworth Financial on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Allworth Financial was acquired by Lightyear Capital in 2020 for $750M.
Funding Rounds
2
Last Funding
Acquisitions
29
Monthly Visits
Contacts
246
About Allworth Financial
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- IT spend
- $4.53M
Company Info
- Founded
- 1996
- Employees
- 51-100
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 2
- Sub-organizations
- 2
- News articles
- 51
- HQ
- Sacramento, California, United States
- Region
- West Coast, Western US
- Exit date
- Oct 20, 2020
Signals & Scores
- Heat score
- Medium
- Growth score
- Low
- Trend (7d)
- 0.1
- Trend (30d)
- -0.5
- Trend (90d)
- 3.4
- Last leadership hire
- Oct 12, 2023
Allworth Financial Funding Rounds
2 results
Upgrade to Pro to view this datasetUpgrade
| Organization Name | Funding Type | Lead Investor Names | Org Hq Country | ||
|---|---|---|---|---|---|
1–2 of 2Show
Page 1 / 1
Allworth Financial Acquisitions
31 results
| Acquiree Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| High Falls Advisors | — | 2026-09-01 | Allworth Financial | AdviceConsultingFinancial ServicesWealth Management | United States |
| Sachetta | $1.1B | 2026-08-04 | Allworth Financial | — | — |
| Grunden Financial Advisory | — | 2026-01-20 | Allworth Financial | AdviceFinancial ServicesWealth Management | United States |
| FSA Wealth Management | — | 2025-12-02 | Allworth Financial | Financial ServicesRetirementWealth Management | United States |
| Shorepoint Capital Partners | — | 2025-10-01 | Allworth Financial | AdviceAsset ManagementFinancial ServicesImpact InvestingWealth Management | United States |
1–5 of 31Show
Page 1 / 7
Allworth Financial Key People
Chief Compliance Officer
President, CCO AWS
Co-Founder, CEO and Senior Partner
Co-Founder, CEO and Senior Partner
Chief Investment Officer
Chief Financial Officer
CTO, Strategist
Chief Operating Officer
246
professional contacts at Allworth Financial
Contact execs at Allworth Financial →Explore 200,000+ acquisitions — free
Filter the full database across sectors, companies, dates, and deal sizes. No signup, no paywall.
Bulk Dataset Export
Need the data in bulk? Buy the entire dataset.
5.4M company profiles200K+ acquisitions700K+ funding rounds327K investors2M+ people61M contacts45K schools
Delivered as CSV, JSON or Parquet — at startup-friendly pricing.
FAQs about Allworth Financial
People who checked this page also checked these
Sectors Allworth Financial invests & acquires in
Browse the full Acquirezy directory.