Janiczek Wealth Management Overview
- Year Founded
-
1990
- Status
-
Acquired/Merged
- Employees
-
10
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
Janiczek Wealth Management General Information
Description
Provider of wealth management services intended for high-net-worth individuals and families. The company operates as a fee-only, fiduciary firm and offers portfolio management, wealth management, and retirement planning services, helping clients achieve their financial goals.
Contact Information
Website
janiczek.com(Operating Subsidiary)
Corporate Office
- 7001 East Belleview Avenue
- Suite 600
- Denver, CO 80237
- United States
Corporate Office
- 7001 East Belleview Avenue
- Suite 600
- Denver, CO 80237
- United States
Janiczek Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Janiczek Wealth Management Comparisons
Industry
Financing
Details
Janiczek Wealth Management Competitors (33)
One of Janiczek Wealth Management’s 33 competitors is Private Wealth Asset Management, a Venture Capital-Backed company based in Omaha, NE.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Private Wealth Asset Management | Venture Capital-Backed | Omaha, NE | ||||
| Merrill Lynch Pierce Fenner & Smith | Corporate Backed or Acquired | New York, NY | ||||
| Wealthspire Advisors | Private Equity-Backed | New York, NY | ||||
| Advenire Wealth Management | Corporate Backed or Acquired | Colorado Springs, CO | ||||
| Cassaday & Company | Corporate Backed or Acquired | McLean, VA |
Janiczek Wealth Management Signals
Janiczek Wealth Management FAQs
-
When was Janiczek Wealth Management founded?
Janiczek Wealth Management was founded in 1990.
-
Where is Janiczek Wealth Management headquartered?
Janiczek Wealth Management is headquartered in Denver, CO.
-
What is the size of Janiczek Wealth Management?
Janiczek Wealth Management has 10 total employees.
-
What industry is Janiczek Wealth Management in?
Janiczek Wealth Management’s primary industry is Asset Management.
-
Is Janiczek Wealth Management a private or public company?
Janiczek Wealth Management is a Private company.
-
What is Janiczek Wealth Management’s current revenue?
The current revenue for Janiczek Wealth Management is .
-
Who are Janiczek Wealth Management’s competitors?
Private Wealth Asset Management, Merrill Lynch Pierce Fenner & Smith, Wealthspire Advisors, Advenire Wealth Management, and Cassaday & Company are some of the 33 competitors of Janiczek Wealth Management.
-
When was Janiczek Wealth Management acquired?
Janiczek Wealth Management was acquired on 03-Oct-2024.
-
Who acquired Janiczek Wealth Management?
Janiczek Wealth Management was acquired by Cerity Partners.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process