Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Book a demo
The Herbst Group logo — A privately held, client centric wealth management firm.

The Herbst Group

A privately held, client centric wealth management firm.

Founded 2020 5 employees Finance, Financial Services +1

General Information

Company Name The Herbst Group
Founded Year 2020
Employees 5
Industries Finance, Financial Services, Wealth Management
Social

Get notified when The Herbst Group moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About The Herbst Group

The Herbst Group is a privately held, client-centric wealth management firm that aims to provide holistic financial planning and investment management services to its clients. Founded in 2020, the company is based in Westport, CT. With over 50 years of collective experience, the Principals of The Herbst Group cater to an exclusive group of successful individuals, including professional athletes, entertainers, industry leaders, multigenerational families, foundations, and endowments. The firm focuses on delivering distinctive investment management solutions and developing custom financial plans to help clients achieve their goals while preserving and transitioning wealth for future generations. As a registered investment advisor, The Herbst Group offers investment advisory and related services nationally, maintaining all applicable registrations and licenses as required. The investment advisory services are offered through The Herbst Group, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. However, it's essential for potential clients to note that the material provided by The Herbst Group is for informational purposes only and should not be construed as legal or tax advice. Furthermore, it is not intended to replace the advice of a qualified attorney or tax advisor. Additionally, the information contained may have been compiled from third-party sources and is believed to be reliable. For more information about The Herbst Group and its services, interested parties can visit the company's website at www.herbstgroup.com. While the details on the last investment and investors are unavailable, the company's unique approach towards wealth management and its specialized services make it a potentially promising venture for investors seeking involvement in the financial services and wealth management industries.

Taxonomy: Wealth Management, Investment Management, Financial Planning, Registered Investment Advisor, RIA, Holistic Financial Planning, Client-Centric Services, Professional Athletes, Entertainers, Industry Leaders, Multigenerational Families, Foundations, Endowments, Westport, CT, Exclusive Clientele

No funding data available for The Herbst Group yet.

Get notified when The Herbst Group raises funding

The Herbst Group Alternatives & Competitors

The Herbst Group vs
Elevatus Wealth Management
Elevatus Wealth Management

Empowering your financial future with expert advice, clear planning, and disciplined management.

6 employees
Financial Services, Insurance
The Herbst Group vs
Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc. United States

Delta Financial Advisors, Inc. is a Kensington, MD based financial planning and wealth management fi...

23 employees
Finance, Financial Services
The Herbst Group vs
Catalyst Private Wealth
Catalyst Private Wealth United States

Redefining wealth management for innovators and leaders in technology.

5 employees
Financial Services, Fintech

FAQ About The Herbst Group

A privately held, client centric wealth management firm.
The Herbst Group was founded in 2020.
The Herbst Group operates in the following industries: Finance, Financial Services, Wealth Management.
The Herbst Group has approximately 5 employees.
Top alternatives and competitors to The Herbst Group include Elevatus Wealth Management, Delta Financial Advisors, Inc., Catalyst Private Wealth, Hobart Wealth, Wealth Strategies, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
The Herbst Group and Elevatus 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.

Don't just browse. Track.

Signal Tracker monitors The Herbst Group and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

See how it works

One analytics cookie (Google Analytics). Cookie Policy