Centrix Wealth Partners
Our principal belief is that everything begins with a well-designed financial plan.
6 employees · Houston, United States
Joseph Gunnar & Co., LLC
Joseph Gunnar & Co. is a full service broker-dealer providing a full array of investment products.
48 employees · est. 1997 · United States
Joseph Gunnar & Co., LLC is the larger of the two.
Side-by-Side Comparison
| Metric | Centrix Wealth Partners | Joseph Gunnar & Co., LLC |
|---|---|---|
| Founded | ||
| Founded | Not tracked yet | 1997 |
| Headquarters | ||
| Headquarters | Houston, United States | United States |
| Employees | ||
| Employees | 6 | 48 larger |
| Industry | ||
| Industry | Financial Services, Wealth Management | Financial Services, Insurance |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Planning, Investment Advisory, Retirement Planning, Securities, Investment Mentor, Legacy Planning, Financial Guidance, Estate Planning, Raymond James Financial Services, Financial Advisor, Tax Regulations | Broker-dealer, Investment Products, Investment Banking, Equity Research, Wealth Accumulation, Retirement Planning, Equity Transactions, Financial Goals, IPOs, Private Investment, SIPC Member, Institutional Investors, Financial Regulation, Corporate Finance |
| Website | ||
| Website | centrixwp.com | josephgunnar.com |
About Centrix Wealth Partners
Centrix Wealth Partners is a financial services and wealth management startup based in the United States. The company's core belief revolves around the significance of a well-designed financial plan. They emphasize meticulous attention to detail and addressing any overlooked gaps in the financial pl...
About Joseph Gunnar & Co., LLC
Joseph Gunnar & Co. LLC is a leading full-service broker-dealer founded in 1997, providing a comprehensive range of investment products and services to private and corporate clients. The firm's offerings encompass investment banking, corporate finance, institutional and retail sales, trading, and eq...
We will tell you when either one moves
BounceWatch watches Centrix Wealth Partners and Joseph Gunnar & Co., LLC for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Centrix Wealth Partner... and Joseph Gunnar & Co., L... — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Centrix Wealth Partners on 13 Sep 2024, and Joseph Gunnar & Co., LLC on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
