Cambridge
Cambridge is a US-based private company focused on wealth management and financial advisory services, acquiring advisor practices such as WealthPlanners (~$800M AUM added, March 2026) to reinforce long-term advisor continuity and succession planning.
- Company typePrivate
- Founded-
- HeadquartersFairfield, United States
- Headcount—
- GTM typeB2B
- OfferingServices
What Cambridge does
Cambridge is a US-headquartered (Fairfield) private, for-profit company whose structured records describe a wealth-management and financial-advisory business built around long-term advisor continuity and succession planning. Its primary customer segment is financial advisors and wealth-management clients, served via a horizontal segmentation approach. The principal disclosed commercial activity is the March 2026 acquisition of WealthPlanners, a deal that added nearly $800 million in client assets to Cambridge's portfolio; financial terms were not disclosed. The acquisition is framed as part of a deliberate strategy to reinforce advisor continuity and succession planning for clients, suggesting a roll-up or platform-consolidation model in which acquired practices and their advisors are retained within the Cambridge umbrella.
Beyond its wealth-management core, Cambridge has extended into adjacent technology through a March 2026 strategic partnership with IonQ to launch a UK quantum innovation centre. This represents both a geographic expansion into the United Kingdom and a move into quantum-computing technology development, though the partnership is described at the innovation-centre level rather than as a productised capability. Core technology, pricing, revenue model, and headcount are not disclosed in available sources, and the company's broader product/service catalogue is not itemised. Note that the firm's firmographics short description ("health care and rehabilitation service") is inconsistent with the structured customer-segment, value-proposition, and M&A evidence, which uniformly describe financial-advisory activity; the analysis above reflects the weight of structured evidence rather than the short description.
Cambridge firmographics
Firmographics- Name
- Cambridge
- Website
- https://cambridgem.com
- Company type
- Private
- Short description
- Cambridge is a US-based private company focused on wealth management and financial advisory services, acquiring advisor practices such as WealthPlanners (~$800M AUM added, March 2026) to reinforce long-term advisor continuity and succession planning.
- Ownership category
- akta.pro rank
Cambridge industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industries
- Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Cambridge is headquartered
LocationHeadquarters
- HQ city
- Fairfield
- HQ country
- United States
- HQ region
- North America
Markets served
Cambridge business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Cambridge product offering
Product offeringCore offering
Cambridge is a wealth management and financial advisory firm that supports financial advisors and their clients. Its core activity is acquiring and integrating advisory practices to reinforce long-term advisor continuity and succession planning for wealth management clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management and Financial Advisory Services
Companies that use Cambridge
Customer profileSegments1 record
Ideal customer profiles1 record
Cambridge technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Cambridge partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and flagship.
- WealthPlannerscoreCambridge has acquired WealthPlanners as part of its strategy to reinforce long-term advisor continuity and succession planning. The acquisition adds nearly $800 million in assets to Cambridge's portfolio. Financial terms were not disclosed.
- IonQflagshipIonQ and Cambridge launched a UK quantum innovation centre, representing a strategic partnership in quantum computing technology development and innovation in the UK market.
Scale indicators1 record
Recent moves3 records
Expansion highlights3 records
Cambridge competitors and assessment
Company assessmentBroad incumbents
- Stifel Financial: Diversified brokerage and wealth management firm that has actively acquired advisor practices and wealth platforms. Comparable in advisor-continuity M&A approach, though broader in scope including investment banking.
- Ameriprise Financial: Large diversified wealth and asset manager with extensive advisor continuity, succession, and acquisition programs. Comparable in advisor-facing wealth services though much larger and publicly traded.
- Raymond James Financial: Diversified financial services firm with a large private client group and advisor-focused wealth platform. Comparable in wealth advisory and succession services, but operates at significantly greater scale across multiple business lines.
- LPL Financial: Largest independent broker-dealer in the US, offering wealth platforms, advisor continuity, and acquisition programs at massive scale. Comparable value proposition and advisor base, though substantially larger and publicly listed.
Direct peers
- Advisor Group: Wealth management platform supporting independent financial advisors through succession and acquisition programs. Direct peer in the IBD/wealth advisory roll-up space with similar continuity-focused positioning.
- Commonwealth Financial Network: Privately held independent broker-dealer serving financial advisors with continuity and succession planning programs. Comparable as a privately held wealth platform with similar advisor-centric mission.
- Kestra Financial: Independent wealth platform built via roll-up acquisitions of advisor practices, with explicit focus on advisor continuity and succession. Closely mirrors Cambridge's stated strategy and M&A-led growth model.
- Cetera Financial Group: Independent broker-dealer platform serving affiliated financial advisors with succession and continuity programs. Closely comparable in business model, advisor-centric value proposition, and growth-by-acquisition strategy.
- Cambridge Investment Research: Large independent broker-dealer and RIA platform with a similar advisor-continuity and succession-planning thesis. Highly comparable given the shared 'Cambridge' brand signal, broker-dealer affiliated wealth model, and focus on independent advisor support.
- Mariner Wealth Advisors: RIA platform formed through aggressive advisor and firm acquisitions, focused on continuity for advisors. Direct peer given the roll-up strategy, advisor-continuity emphasis, and private-company status.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Cambridge financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cambridge leadership team
Management profileNumber of profiles
Cambridge funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cambridge 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 Cambridge
What does Cambridge do?
Cambridge is a wealth management and financial advisory firm that supports financial advisors and their clients. Its core activity is acquiring and integrating advisory practices to reinforce long-term advisor continuity and succession planning for wealth management clients.
When was Cambridge founded?
Cambridge was founded in -1.
Where is Cambridge based?
Cambridge is headquartered in Fairfield, United States, in the North America region.
Who are Cambridge's main competitors?
Broad incumbents on record are Stifel Financial, Ameriprise Financial, Raymond James Financial and LPL Financial. Direct peers are Advisor Group, Commonwealth Financial Network, Kestra Financial, Cetera Financial Group, Cambridge Investment Research and Mariner Wealth Advisors.
Does Cambridge have an API?
No public API is recorded for Cambridge.
What industry is Cambridge in?
Cambridge's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAAAAA, Full-Service Retail Brokerage & Wealth Platforms. Its NAICS code is 52394 and its SIC code is 6282.