Windgate Wealth Management Overview
- Year Founded
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1990
- Status
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Acquired/Merged
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
Windgate Wealth Management General Information
Description
Provider of wealth management and financial planning services for individuals and business owners. The company offers integrated account aggregation, professional management of retirement and education accounts, disciplined portfolio oversight, tax reduction, estate planning strategies, and coordinated support with other advisors, enabling individuals, families, entrepreneurs, and business owners to have seamless personalized wealth growth and legacy preservation.
Contact Information
Website
www.windgatewealth.com(Operating Subsidiary)
Corporate Office
- 300 South Wacker
- Suite 600
- Chicago, IL 60606
- United States
Corporate Office
- 300 South Wacker
- Suite 600
- Chicago, IL 60606
- United States
Windgate Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Windgate Wealth Management Comparisons
Industry
Financing
Details
Windgate Wealth Management Competitors (7)
One of Windgate Wealth Management’s 7 competitors is Wells Fargo Advisors, a Corporate Backed or Acquired company based in Saint Louis, MO.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Wells Fargo Advisors | Corporate Backed or Acquired | Saint Louis, MO | ||||
| Compasscap | Corporation | Minneapolis, MN | ||||
| Janiczek Wealth Management | Private Equity-Backed | Denver, CO | ||||
| Cassaday & Company | Corporate Backed or Acquired | McLean, VA | ||||
| Jaffe Tilchin Investment Partners | Corporation | Tampa, FL |
Windgate Wealth Management FAQs
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When was Windgate Wealth Management founded?
Windgate Wealth Management was founded in 1990.
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Where is Windgate Wealth Management headquartered?
Windgate Wealth Management is headquartered in Chicago, IL.
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What industry is Windgate Wealth Management in?
Windgate Wealth Management’s primary industry is Other Financial Services.
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Is Windgate Wealth Management a private or public company?
Windgate Wealth Management is a Private company.
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What is Windgate Wealth Management’s current revenue?
The current revenue for Windgate Wealth Management is .
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Who are Windgate Wealth Management’s competitors?
Wells Fargo Advisors, Compasscap, Janiczek Wealth Management, Cassaday & Company, and Jaffe Tilchin Investment Partners are some of the 7 competitors of Windgate Wealth Management.
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When was Windgate Wealth Management acquired?
Windgate Wealth Management was acquired on 18-Dec-2025.
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Who acquired Windgate Wealth Management?
Windgate Wealth Management was acquired by Rothschild Investment.
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