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Maridea Wealth Management logo — Trust, hospitality and fiduciary. We are an SEC-registered a...

Maridea Wealth Management

Trust, hospitality and fiduciary. We are an SEC-registered advisory firm that provides comprehensive financial solutions

Founded 2023 United States Brooklyn, United States 12 employees Seed Total: $650.00K Financial Services, Wealth Management

General Information

Company Name Maridea Wealth Management
Founded Year 2023
Location United States Brooklyn, United States
Employees 12
Industries Financial Services, Wealth Management
Funding Stage Seed
Social

BounceWatch is an independent company data service, not affiliated with Maridea Wealth Management. To contact Maridea Wealth Management, visit marideawealth.com.

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About Maridea Wealth Management

Maridea Wealth Management is a national investment firm that caters to the needs of individuals, investment professionals, and institutions. The company is focused on helping clients achieve and maintain financial peace of mind by preserving the wealth they have created and building a legacy for future generations of family and business leaders. Their holistic, innovative, and client-focused solutions cover wealth planning, investment advisory services, cash flow and treasury management, multi-generational wealth planning, risk management, philanthropy, executive compensation planning, business succession planning, family office services, and retirement planning. The wealth advisory firm, Maridea Wealth Management, has recently secured a $650.00K Seed Round investment on 13 September 2023. The company addresses a range of financial services and wealth management solutions, targeting the interests of both individual and institutional clients. Nevertheless, it's important to note that Maridea Wealth Management is in the process of being an SEC registered investment adviser. This investment suggests potential growth and development prospects for the company, with a focus on enhancing its offerings and expanding its market footprint. For additional information, including fees and services, interested parties are directed to review detailed disclosures carefully on the company's official website at www.marideawealth.com/legal. The company provides informational/educational content strictly intended for informational purposes, emphasizing a need for individuals to consult their financial, tax, and legal professionals for advice relevant to their specific situations.

Business keywords: financial advisory, investment planning, multi-generational wealth, philanthropy, retirement planning, business succession planning, family office services, investment adviser, financial market trends, SEC registered, investment solutions, holistic wealth planning, institutional clients

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round $650.00K -
13 Sep 2023

Maridea Wealth Management Alternatives & Competitors

View All Alternatives
Maridea Wealth Management vs
EdgeRock Wealth Management
EdgeRock Wealth Management United States

Taking wealth management to the next level.

18 employees
Financial Services, Wealth Management
Maridea Wealth Management vs
Hobart Wealth
Hobart Wealth United States

Hobart Wealth is an independent financial advisory firm serving clients throughout the nation.

18 employees
Financial Services, Wealth Management
Maridea Wealth Management vs
Dynamic Wealth Solutions, LLC
Dynamic Wealth Solutions, LLC United States

Let's Grow Together

Secondary Market
3 employees
Finance, Financial Services
Also compare with: Maridea Wealth Management vs The Manning Companies The Manning Companies View all alternatives

FAQ About Maridea Wealth Management

Trust, hospitality and fiduciary. We are an SEC-registered advisory firm that provides comprehensive financial solutions
Maridea Wealth Management was founded in 2023.
Maridea Wealth Management is headquartered in Brooklyn, United States.
Maridea Wealth Management operates in Financial Services and Wealth Management. Its work centres on financial advisory, investment planning, multi-generational wealth and philanthropy.
Maridea Wealth Management has approximately 12 employees.
Maridea Wealth Management has completed 1 funding round, raising a total of $650.00K. The latest funding stage is Seed.
Top alternatives and competitors to Maridea Wealth Management include EdgeRock Wealth Management, Hobart Wealth, Dynamic Wealth Solutions, LLC, The Manning Companies, Allium Financial Advisors, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Maridea Wealth Management and EdgeRock Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Maridea Wealth Management, https://bouncewatch.com/company/maridea-wealth-management, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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