Momentum Wealth

Name

Momentum Wealth

Legal name

Momentum Wealth

Website

https://momentumwealth.com

Company type

Private

Operating status

Operating

Ownership category

akta.pro rank

Product category

Financial Advisory and Retirement Planning Services

NAICS

Portfolio Management and Investment Advice (523940), Pension Funds (52511), Insurance and Employee Benefit Funds (5251)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Retirement Income Planning & Decumulation Advisory (FSAEABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Retirement planning services
• Financial advisory services
• Investment management
• Corporate retirement plans
• Wealth management advisory

Headquarters

HQ city

Fort Wayne

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory and Planning Services: Revenue generated through financial advisory and planning fees, likely fee-based or AUM (Assets Under Management) model. Services include retirement planning, investment management, and corporate retirement plan advisory. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Momentum Wealth provides personalized retirement planning, investment management, and corporate retirement plan advisory services through a fiduciary model. Individual clients are paired with experienced advisors supported by a full team, and services are delivered via a five-step process: Define Goals, Collect Data, Customize Plan, Implement Recommendations, and Review. The firm also offers specialized on-site retirement planning for Nucor Corporation employees across four Indiana divisions.

Product overview

Momentum Wealth offers a unified financial advisory and retirement planning service focused on individuals preparing for or in retirement. The core offering is Retirement Planning Services, which encompasses Financial Planning and Investment Management as integrated components. The company also provides specialized Corporate Retirement Plans for employers, Accumulators services for pre-retirement wealth builders, and dedicated Nucor Services for Nucor Corporation employees. All services operate through a fiduciary model with personalized advisor relationships and a five-step planning process (Define Goals, Collect Data, Customize Plan, Implement Recommendations, Review and Schedule).

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Services Comprehensive retirement planning services combining financial planning (income, savings, debt, and insurance analysis) with investment management (custom investment mix for wealth growth and monthly income). Delivered as a fiduciary asset management offering to individuals approaching or in retirement through a five-step process.
• Corporate Retirement Plans Employer-focused retirement plan advisory services including fiduciary investment recommendations, customized employee education, investment policy statements, and access to a wide range of suitable products tailored to specific business needs. Plan participants are directed to Voya or Empower for account access.
• Accumulators Wealth-Building Services Financial planning services for individuals in earlier career stages who are accumulating wealth. Addresses employer retirement benefit maximization, insurance coverage, college savings, investment decisions, retirement accounts, and income efficiency.
• Nucor Services Specialized retirement planning services for Nucor Corporation employees covering four Indiana divisions (Building Systems Indiana, Fasteners Indiana, Nucor Steel Indiana, and Vulcraft Indiana). Includes regular on-site visits and 1-on-1 personal meetings at Nucor facilities.

Quantifiable outcome

• Hundreds of clients helped confidently plan for retirement

Named customers1 record

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Two partnerships are on record, tiered core.

• Calmwater Financial NetworkcoreStrategic or Co-development PartnerMomentum Wealth is part of the Calmwater Financial Network, which provides operational support and resources for the advisory practice.
• Commonwealth Financial NetworkcoreTechnology or IntegrationSecurities and advisory services are offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Commonwealth provides the platform for investment research support and custodial services.

Scale indicators2 records

Recent moves1 record

Expansion highlights4 records

Direct peers

• North Star Resource Group: Independent financial advisory firm specializing in retirement planning for educators, professionals, and corporate employees. Highly comparable to Momentum Wealth in retirement income/decumulation focus, fiduciary approach, and corporate on-site model.
• Carson Wealth: Independent wealth management firm focused on retirement and financial planning for individuals and families, with an advisor-led model similar to Momentum Wealth. Comparable in service mix (retirement planning, investment management, corporate plans) and target segments (pre-retirees, retirees, business owners).
• Wealth Enhancement Group: Independent wealth management firm focused on retirement planning, investment management, and financial planning for individuals. Acquisitive of smaller RIAs, making it a likely roll-up acquirer of practices like Momentum Wealth given the comparable service mix and target segments.
• Allworth Financial: Mid-size independent RIA focused on retirement planning for individuals and small businesses, with a relationship-based advisor model and fiduciary structure. Directly comparable to Momentum Wealth in target clients (pre-retirees, retirees), services (financial planning, retirement income, investment management), and delivery (advisor-led, team-supported).

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S., with deep retirement planning and corporate plan advisory practices. Comparable target market (pre-retirees, retirees, corporate participants) and fiduciary model, though operates at much greater scale with proprietary technology.
• Cetera Advisor Networks: Independent advisor support platform providing broker-dealer and RIA custody, technology, and practice management to independent financial advisors. Comparable in that Momentum Wealth operates through a similar BD/RIA platform (Commonwealth); Cetera is a parallel infrastructure player in the same independent advisor ecosystem.
• Creative Planning: Large-scale independent RIA offering comprehensive financial planning, retirement, investment management, and corporate plan services to individuals and businesses. Comparable services and fiduciary structure, but significantly larger and broader in scope than Momentum Wealth.

Emerging players

• Harness Wealth: Digital advisory platform connecting clients with fiduciary advisors for retirement, tax, and estate planning. Targets high-earner professionals similar to Momentum Wealth's accumulator segment but uses a tech-enabled matching and ongoing service model.
• Facet Wealth: Digital-first RIA offering financial planning and investment management with a hybrid (digital + advisor) delivery model. Targets a similar mass-affluent/pre-retiree audience as Momentum Wealth, but competes through technology-enabled lower-fee pricing rather than fully in-person relationships.

Others

• Commonwealth Financial Network: Independent broker-dealer and Registered Investment Adviser that provides the operational, custodial, and research platform Momentum Wealth uses to deliver its services. Not a direct competitor but the foundational infrastructure partner for Momentum Wealth's business model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Momentum Wealth