Winfield Associates - Crunchbase Company Profile & Funding

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Overview

Winfield Associates

Heat Score

31

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Winfield Associates

CB Rank

1645088

Winfield Associates specializes in investment management, consulting, retirement planning, endowment solutions and wealth advisory services.

Acquired by

MAI Capital Management

Founded

obfuscation

Private

Cleveland, Ohio, United States

www.winfieldinc.com/

Financial Services

Wealth Management

Details

Legal Name

Winfield Associates, Inc.

Operating Status

Closed

Company Type

For Profit

About the Company

Winfield Associates specializes in investment management, consulting, retirement planning, endowment solutions, and wealth advisory services.

Phone Number

+1-216-241-2575

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management

Service managing investment portfolios to meet clients' financial goals through asset allocation and risk management.

Consulting

Advisory service providing expert guidance on financial strategies and investment decisions.

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Financials

M&A Details

Winfield Associates

was acquired by

MAI Capital Management

on

obfuscation

.

Transaction Name

Winfield Associates acquired by MAI Capital Management

Acquired by

MAI Capital Management

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Jun 28, 2022

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Interest Signals

Topic	Surge Score
Amazon (AMZN)	92
Onshoring	81

Actively Used Products

8

Winfield Associates

uses

8

technology products and services including

,

GoDaddy Premium DNS

, and

, according to G2 Stack.

Active Website Tech Count

9

Winfield Associates

is actively using

9

technologies for its website, according to BuiltWith. These include

,

Mobile Non Scaleable Content

, and

.

Lists Featuring This Company

Lists Featuring This Company

Closed Financial Services Companies (Top 10K)

9,437 Number of Organizations • $74.4B Total Funding Amount • 7,416 Number of Investors

Financial Services Companies that Exited (Top 10K)

9,938 Number of Organizations • $1.7T Total Funding Amount • 15,884 Number of Investors

Wealth Management Companies that Exited

1,274 Number of Organizations • $191.5B Total Funding Amount • 798 Number of Investors

Retirement Companies that Exited

461 Number of Organizations • $26.1B Total Funding Amount • 98 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Winfield Associates

's headquarters?

Winfield Associates

is located in

Cleveland, Ohio, United States

.

Who are

Winfield Associates

's competitors? Alternatives and possible competitors to

Winfield Associates

may include

Wellington Management

,

Mariner Wealth Advisors

, and

.