Cetera Financial Group is a **financial services** startup, founded in **2010** and headquartered in the **United States**. The company's slogan, "You bring the dreams. We’ll build the strategy," reflects its commitment to enabling and mentoring financial professionals, institutions, and individual investors. Cetera Financial Group offers financial technology, bespoke guidance, research, market intelligence, and collaborative client-service platforms. It aims to create environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. The firm's last investment was a **Private Equity Round** at **04 October 2023**, with **Genstar Capital** as the investor. The company operates through a network of independent retail firms, providing a wide range of financial services aimed at turning aspirations into reality. Cetera Financial Group is positioned to empower individuals and communities to build a stronger tomorrow.
Cetera Financial Group
You bring the dreams. We’ll build the strategy.
San Diego, United States
1614 employees
Private Equity
Financial Services, Retail +1
General Information
San Diego, United States
BounceWatch is an independent company data service, not affiliated with Cetera Financial Group. To contact Cetera Financial Group, visit cetera.com.
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United States Market
Financial Services
About Cetera Financial Group
Business keywords: investment, financial institutions, independent retail firms, market intelligence, client-service platforms, community empowerment, financial professionals, financial aspirations, mentorship, growth opportunities, ambitions
Funding Rounds & Investors (1)
View All| Funding Stage | Amount | Investors | Lead Investors | Date |
|---|---|---|---|---|
| Private Equity Round | Undisclosed | 1 |
|
04 Oct 2023 |
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A purposeful approach to financial planning.
A partner to plan. A guide for your goals. A team to trust.
FAQ About Cetera Financial Group
Source: BounceWatch company record for Cetera Financial Group, https://bouncewatch.com/company/cetera-financial-group, updated 30 December 2024. When citing, please name BounceWatch and link this page.
