Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc. is a Kensington, MD based financial planning and wealth management firm.
23 employees · est. 1991 · United States
Swanest - Exit to Delen Private Bank
Swanest is specialised in digital wealth management and provides services to private investors and institutional clients
1 employees · est. 2014 · London, United Kingdom
Delta Financial Advisors, Inc. is the older company (1991 vs 2014); Delta Financial Advisors, Inc. is the larger of the two.
Side-by-Side Comparison
| Metric | Delta Financial Advisors, Inc. | Swanest - Exit to Delen Private Bank |
|---|---|---|
| Founded | ||
| Founded | 1991 older | 2014 |
| Headquarters | ||
| Headquarters | United States | London, United Kingdom |
| Employees | ||
| Employees | 23 larger | 1 |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Financial Services, Fintech, Trading Platform |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Seed |
| Total Funding | ||
| Total Funding | Not tracked yet | $750.00K |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 1 |
| Services | ||
| Services | Wealth Management & Creation Strategies, Investment Advisory Services, Retirement Planning, Insurance Guidance, Tax-Efficient Financial Strategies, Estate and Legacy Planning | Portfolio Tracking, Financial Management Guidance, Investment Education Guides, Automated Savings Management |
| Target Customers | ||
| Target Customers | Individuals Building Wealth, Retired Individuals or Those Approaching Retirement, Families Seeking Financial Planning, High Net Worth Individuals, Clients Needing Insurance Guidance | Wealth Managers, Individual Investors, Financial Media |
| Taxonomy | ||
| Taxonomy | Wealth Accumulation, Asset Preservation, Tax Planning, Tax Preparation, Customized Financial Planning, Investment Advisory, Registered Investment Advisor, Long-term Relationships, Financial Health, Wealth Resource Management, Financial Planning, Generational Planning, Educational Planning, Global Clientele | Digital Wealth Management, Financial Technology, Investment Solutions, Algorithmic Investment, Global Client Servicing, Financial Advisory Services, Software Engineering, Transparent Financial Services |
| Website | ||
| Website | dfa1.com | swanest.com |
About Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc., based in Kensington, MD, has established itself as a seasoned player in the realm of wealth management since its founding in 1991. The company offers a comprehensive suite of services, including wealth accumulation, asset management, and tax planning, tailored to meet...
About Swanest - Exit to Delen Private Bank
Swanest, the fintech startup founded in 2014, has emerged as a promising player in the Financial Services and Trading Platform sectors. Specializing in digital wealth management, Swanest aims to simplify intelligent investing for both private and institutional clients, including financial advisors a...
We will tell you when either one moves
BounceWatch watches Delta Financial Advisors, Inc. and Swanest - Exit to Delen Private Bank 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 Delta Financial Adviso... and Swanest - Exit to Dele... — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Delta Financial Advisors, Inc. on 11 Apr 2026, and Swanest - Exit to Delen Private Bank on 3 Jul 2025. 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.
