Catalyst Wealth Advisors
- Company typePrivate
- Founded2014
- HeadquartersWestborough, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Catalyst Wealth Advisors firmographics
Firmographics- Name
- Catalyst Wealth Advisors
- Legal name
- Catalyst Wealth Advisors
- Website
- https://catalyst-wealth.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Catalyst Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Comprehensive Financial Planning (FSAEAAAA)
Keywords
Where Catalyst Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Westborough
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Catalyst Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Advisory Services: Revenue is generated through advisory fees and/or commissions on financial products and services offered through LPL Financial, a registered investment advisor and broker/dealer. Services include financial planning, investment management, insurance programs, and tax planning strategies.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Catalyst Wealth Advisors product offering
Product offeringCore offering
Catalyst Wealth Advisors is an independent registered investment advisor that delivers personalized financial planning, investment management, insurance programs, and tax planning strategies to individuals and business owners. The firm operates under the LPL Financial broker-dealer/RIA umbrella and provides fiduciary, holistic wealth management without proprietary products. Advisory relationships are supported by macro-economic research, formal technical analysis, and an integrated team of partner professionals in accounting, law, insurance, retirement, and estate planning.
Product overview
Catalyst Wealth Advisors is a financial advisory firm that operates as a single-service offering centered on personalized wealth management. The core offering consists of four integrated service modules: Financial Planning, Investment Management, Insurance Programs, and Tax Planning Strategies. These core services are supported by a suite of client education tools including Financial Calculators, Educational Videos, Newsletters, Flipbooks, and Research Articles. The firm also provides a Client Login portal for existing clients. All services are delivered through the firm's independent advisors without proprietary products, and the firm is affiliated with LPL Financial as a registered investment advisor.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service that helps clients develop customized plans for their financial goals, with dynamic updates as circumstances change over time. Targeted at individuals and business owners seeking integrated wealth management.
- Investment Management Personal guidance and portfolio management provided by independent advisors who do not represent any particular fund, company, or financial services provider. Uses equity-picking, mutual fund/ETF momentum processes, and formal technical analysis.
- Insurance Programs Insurance programs, including life insurance and disability insurance, that complement clients' larger portfolios and provide protection that no other type of investment can match. Delivered through the firm's independent advisors and LPL Financial.
- Tax Planning Strategies Tax planning consultation provided in coordination with strategic partners such as CPAs and tax advisors to evaluate all aspects of a client's financial situation for optimal tax outcomes.
Companies that use Catalyst Wealth Advisors
Customer profileSegments2 records
Ideal customer profiles2 records
Catalyst Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Catalyst Wealth Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- LPL FinancialcoreLPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. LPL does not offer proprietary investment products or engage in investment banking activities. The firm provides tools, resources, research, and custodial services to affiliated independent advisors.
- Bay Financial AssociatescoreBay Financial Associates is a marketing name for a supervisory branch of LPL Financial that supports assigned independent advisors. Founded in 1951, Bay Financial provides administrative support and investment research resources. Through Bay Financial Associates, Catalyst Wealth Advisors has access to additional resources and a full complement of professional expertise in investments, insurance, retirement, and estate planning.
Scale indicators2 records
Recent moves5 records
Expansion highlights3 records
Catalyst Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Moneta Group: Independent, fee-only RIA offering financial planning, investment management, and tax planning to individuals and families — closely aligned service offering and client profile.
- Carson Wealth: Independent RIA group serving individuals and business owners with financial planning, investment management, and tax strategies; similar holistic-advice positioning to Catalyst.
- Edelman Financial Engines: Large independent RIA offering comprehensive financial planning, investment management, and tax/insurance solutions to individuals and business owners — same core service model and target customer base as Catalyst, though at substantially greater scale.
- Mariner Wealth Advisors: National independent RIA delivering comprehensive wealth management, financial planning, tax, and estate services to high-net-worth individuals and business owners — directly comparable integrated service model.
- Creative Planning: Independent, fee-only RIA providing integrated financial planning, investment management, and tax strategy to individuals and business owners. Closely comparable in business model and product mix to Catalyst Wealth Advisors.
Peers
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Catalyst Wealth Advisors social profiles
Digital presenceCatalyst Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Catalyst Wealth Advisors leadership team
Management profileNumber of profiles
Profiles3 records
Catalyst Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Catalyst Wealth Advisors 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 Catalyst Wealth Advisors
What does Catalyst Wealth Advisors do?
Catalyst Wealth Advisors is an independent registered investment advisor that delivers personalized financial planning, investment management, insurance programs, and tax planning strategies to individuals and business owners. The firm operates under the LPL Financial broker-dealer/RIA umbrella and provides fiduciary, holistic wealth management without proprietary products. Advisory relationships are supported by macro-economic research, formal technical analysis, and an integrated team of partner professionals in accounting, law, insurance, retirement, and estate planning.
Is Catalyst Wealth Advisors a public or private company?
Catalyst Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Catalyst Wealth Advisors founded?
Catalyst Wealth Advisors was founded in 2014. It employs 1 to 10 people.
Where is Catalyst Wealth Advisors based?
Catalyst Wealth Advisors is headquartered in Westborough, United States, in the North America region.
How does Catalyst Wealth Advisors make money?
One revenue line is on record: financial Advisory Services.
Who are Catalyst Wealth Advisors's main competitors?
Direct peers on record are Moneta Group, Carson Wealth, Edelman Financial Engines, Mariner Wealth Advisors and Creative Planning. Schwab Wealth Advisory is listed as a peer.
Does Catalyst Wealth Advisors have an API?
No public API is recorded for Catalyst Wealth Advisors.
What industry is Catalyst Wealth Advisors in?
Catalyst Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.