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River Wealth Advisors logo — Enriching the lives of our clients and community

River Wealth Advisors

Enriching the lives of our clients and community

Founded 2015 United States Camp Hill, United States 21 employees Private Equity Financial Services, Wealth Management

General Information

Company Name River Wealth Advisors
Founded Year 2015
Location United States Camp Hill, United States
Employees 21
Industries Financial Services, Wealth Management
Funding Stage Private Equity
Social

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About River Wealth Advisors

River Wealth Advisors is a fee-only, SEC-registered investment advisor based in Camp Hill, PA and Allentown, PA. The company's slogan "Enriching the lives of our clients and community" reflects its commitment to understanding clients' needs and creating personalized financial and investment plans. The company offers concierge-level service in various areas including Individual and Multi-Generational Wealth Management, Comprehensive Financial and Retirement Planning, Trust and Estate Planning, Legacy Mapping, and Retirement Plans for Businesses. Founded in 2015, River Wealth Advisors focuses on providing a team-based service model with experienced and credentialed wealth advisors. The recent Private Equity Round investment on 01 February 2022 highlights the company's growth and potential. The investment was made by Merchant Investment Management, a key player in the financial services industry. However, it's important to note that the company's social media sites' information should not be construed as personalized investment advice or a recommendation to buy or sell securities. The site's content is subject to change, and while it is sourced from believed reliable sources, it is not guaranteed for accuracy or completeness. In terms of compliance, River Wealth Advisors reserves the right to remove any content deemed inappropriate or containing confidential information, profanity, or illegal material. Additionally, it retains the right to ban commenters who violate these parameters. Notably, visitors are urged to avoid posting positive reviews of their experiences with the company, as such testimonials may have legal implications under state and federal securities laws. This latest investment is indicative of River Wealth Advisors' potential for further expansion and influence in the Financial Services and Wealth Management industries.

Business keywords: Fee-Only Financial Advisors, Investment Advisors, Retirement Planning, Financial Portfolio Management, Financial Advisory, Wealth Management, Concierge-level Service, Multi-Generational Wealth Management, Comprehensive Financial Planning, Trust and Estate Planning, Legacy Mapping, Team-based Service Model

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round Undisclosed 1
Merchant Investment Management
01 Feb 2022

River Wealth Advisors Alternatives & Competitors

View All Alternatives
River Wealth Advisors vs
The Welch Group
The Welch Group United States

Enriching the lives of others - our clients, our colleagues, and the community we serve.

35 employees
Financial Services, Wealth Management
River Wealth Advisors vs
Hackmann Wealth Partners
Hackmann Wealth Partners United States

Our mission is to help our clients add financial clarity to their lives.

6 employees
Financial Services, Banking
River Wealth Advisors vs
Apella Wealth
Apella Wealth United States

Advice for Life

73 employees
Financial Services, Wealth Management
View all alternatives

FAQ About River Wealth Advisors

Enriching the lives of our clients and community
River Wealth Advisors was founded in 2015.
River Wealth Advisors is headquartered in Camp Hill, United States.
River Wealth Advisors operates in Financial Services and Wealth Management. Its work centres on Fee-Only Financial Advisors, Investment Advisors, Retirement Planning and Financial Portfolio Management.
River Wealth Advisors has approximately 21 employees.
River Wealth Advisors has completed 1 funding round. The latest funding stage is Private Equity.
Top alternatives and competitors to River Wealth Advisors include The Welch Group, Hackmann Wealth Partners, Apella Wealth, Altus Wealth Group, LLC, KB Financial, a OneDigital Company. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
River Wealth Advisors and The Welch Group 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 River Wealth Advisors , https://bouncewatch.com/company/river-wealth-advisors, updated 9 November 2024. When citing, please name BounceWatch and link this page.

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