River Wealth Advisors
Enriching the lives of our clients and community
21 employees · est. 2015 · Camp Hill, United States
River Wealth Advisors is the older company (2017 vs 2015).
Side-by-Side Comparison
| Metric | EverSource Wealth Advisors | River Wealth Advisors |
|---|---|---|
| Founded | ||
| Founded | 2017 | 2015 older |
| Headquarters | ||
| Headquarters | Birmingham, United States | Camp Hill, United States |
| Employees | ||
| Employees | 47 | 21 |
| Industry | ||
| Industry | Financial Services, Information Technology, Wealth Management | Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Seed | Private Equity |
| Total Funding | ||
| Total Funding | $2.45M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 2 | 1 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Financial Advisor Coaching, Practice Management, Investment Management, Middle Office Support, RIA Firms, CPA Firms, Technology & CRM, Operational Support, Financial Advisor Marketing, Integrated Partnership, Wealth Counseling, Growth Strategies, Fiduciary Duty | 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 |
| Website | ||
| Website | eversourcewealthadvisors.com | riverwealthadvisors.com |
About EverSource Wealth Advisors
EverSource Wealth Advisors is a financial services startup founded in 2017 and headquartered in the United States. The company provides a "Total Support System" aimed at assisting financial advisors in maintaining independence within a culture that aligns with their values. The EverSource Total Supp...
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. T...
We will tell you when either one moves
BounceWatch watches EverSource Wealth Advisors and River Wealth Advisors 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 EverSource Wealth Advi... and River Wealth Advisors — by email.
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Compiled from the BounceWatch company index. We last looked at EverSource Wealth Advisors on 14 Sep 2024, and River Wealth Advisors on 12 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.