The Investment Center Overview
- Year Founded
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1986
- Status
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Acquired/Merged
- Employees
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30
- Latest Deal Type
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M&A
- Financing Rounds
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1
The Investment Center General Information
Description
Operator of broker-dealer and investment advisory firm catering to finance, marketing, technology, and practice management sectors. The company specializes in equities, mutual funds, variable annuities, fixed income, retirement products, cash management services, and client management tools, helping advisors grow their businesses by offering resources and services.
Contact Information
Website
www.investmentctr.com(Operating Subsidiary)
Corporate Office
- 1420 Route 206 North
- Suite 210
- Bedminster, NJ 07921
- United States
Corporate Office
- 1420 Route 206 North
- Suite 210
- Bedminster, NJ 07921
- United States
The Investment Center Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
The Investment Center Comparisons
Industry
Financing
Details
The Investment Center Competitors (12)
One of The Investment Center’s 12 competitors is Lexington Wealth Management, a Corporate Backed or Acquired company based in Lexington, MA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Lexington Wealth Management | Corporate Backed or Acquired | Lexington, MA | ||||
| Osaic | Private Equity-Backed | Scottsdale, AZ | ||||
| Kcr Wealth Management | Corporation | Reston, VA | ||||
| LPL Financial Holdings | Formerly PE-Backed | San Diego, CA | ||||
| Plott & French Financial Advisors | Corporation | Radford, VA |
The Investment Center Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
The Investment Center FAQs
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When was The Investment Center founded?
The Investment Center was founded in 1986.
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Where is The Investment Center headquartered?
The Investment Center is headquartered in Bedminster, NJ.
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What is the size of The Investment Center?
The Investment Center has 30 total employees.
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What industry is The Investment Center in?
The Investment Center’s primary industry is Brokerage.
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Is The Investment Center a private or public company?
The Investment Center is a Private company.
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What is the current valuation of The Investment Center?
The current valuation of The Investment Center is .
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What is The Investment Center’s current revenue?
The current revenue for The Investment Center is .
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Who are The Investment Center’s competitors?
Lexington Wealth Management, Osaic, Kcr Wealth Management, LPL Financial Holdings, and Plott & French Financial Advisors are some of the 12 competitors of The Investment Center.
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When was The Investment Center acquired?
The Investment Center was acquired on 04-Mar-2025.
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Who acquired The Investment Center?
The Investment Center was acquired by LPL Financial Holdings.
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