Wright Financial Group
- Company typePrivate
- Founded1986
- HeadquartersToledo, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Wright Financial Group firmographics
Firmographics- Name
- Wright Financial Group
- Website
- https://wrightfinancialgroup.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Wright Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Fee-Based Advisory (FSAEAAAM)
Keywords
Where Wright Financial Group is headquartered
LocationHeadquarters
- HQ city
- Toledo
- HQ country
- United States
- HQ region
- North America
Markets served
Wright Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Wright Financial Group product offering
Product offeringCore offering
Wright Financial Group provides estate, legacy, financial, retirement planning, taxation, health insurance, and wealth management services. The firm is a small, privately held financial advisory practice based in Toledo, Ohio, founded in 1986, that delivers personal financial planning and advisory services to individual clients and families.
Differentiator
Problem solved
Functional benefit
Products and services
- Estate Planning
Companies that use Wright Financial Group
Customer profileIdeal customer profiles1 record
Wright Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Wright Financial Group partnerships and signals
Strategic signalRecent moves2 records
Wright Financial Group competitors and assessment
Company assessmentDirect peers
- Waverly Advisors: Fee-based RIA offering financial planning, tax, and wealth management to individuals and families, with a growing multi-office footprint. Comparable in integrated planning services for HNW households.
- Buckingham Strategic Wealth: Independent RIA providing integrated financial planning, tax, and estate services to households nationwide. Comparable in its fee-based, planning-centric model for HNW individuals.
- Halbert Hargrove: Long-tenured, fee-only RIA serving HNW individuals and families with comprehensive wealth, estate, and retirement planning. Comparable in founder-led boutique structure and integrated personal financial planning.
- Plante Moran Financial Advisors: Midwest-based RIA affiliated with a regional accounting firm, providing wealth, retirement, and tax planning to individuals and business owners. Comparable in integrated advisory model and regional mid-market positioning.
- Sequoia Financial Group: Ohio-based independent RIA offering comprehensive wealth, tax, and retirement planning to individuals and families. Closely comparable in geography, scale, and integrated planning services to Wright Financial Group.
Emerging players
- Carson Group: Fast-growing RIA and coaching community partnering with independent financial advisors to scale wealth management practices. Comparable as a destination for a small advisory firm considering partnership or exit.
- Hightower Advisors: National RIA partnership platform aggregating independent advisor teams under shared branding and operations. Comparable as a strategic acquirer or partner for a small boutique advisory firm.
Broad incumbents
- Mariner Wealth Advisors: Large national independent RIA offering comprehensive wealth, tax, estate, and retirement planning to HNW and UHNW clients. Comparable in service breadth but at materially greater scale and national reach.
- Creative Planning: One of the largest independent RIAs in the U.S., providing holistic financial, tax, estate, and retirement planning. Comparable in integrated personal financial planning but operating at vastly greater scale.
- Edward Jones: Mass-affluent-focused financial services firm with a large U.S. branch network offering investments, retirement, and insurance planning. Comparable in serving individual households with comprehensive planning needs but at vastly greater scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
Wright Financial Group social profiles
Digital presenceWright Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wright Financial Group leadership team
Management profileNumber of profiles
Profiles1 record
Wright Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wright Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wright Financial Group
What does Wright Financial Group do?
Wright Financial Group provides estate, legacy, financial, retirement planning, taxation, health insurance, and wealth management services. The firm is a small, privately held financial advisory practice based in Toledo, Ohio, founded in 1986, that delivers personal financial planning and advisory services to individual clients and families.
When was Wright Financial Group founded?
Wright Financial Group was founded in 1986. It employs 11 to 50 people.
Where is Wright Financial Group based?
Wright Financial Group is headquartered in Toledo, United States, in the North America region.
Who are Wright Financial Group's main competitors?
Direct peers on record are Waverly Advisors, Buckingham Strategic Wealth, Halbert Hargrove, Plante Moran Financial Advisors and Sequoia Financial Group. Emerging players are Carson Group and Hightower Advisors. Broad incumbents are Mariner Wealth Advisors, Creative Planning and Edward Jones.
Does Wright Financial Group have an API?
No public API is recorded for Wright Financial Group.
What industry is Wright Financial Group in?
Wright Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6282.