Nottingham Wealth Partners
Nottingham Wealth Partners is an SEC-registered investment advisor providing comprehensive wealth management and financial planning services to individuals, families, and small-to-mid-sized businesses through its offices in Syracuse and Latham, New York.
- Company typePrivate
- Founded2023
- HeadquartersLatham, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Nottingham Wealth Partners does
Nottingham Wealth Partners, Inc. is a privately held, SEC-registered investment advisor (RIA) that provides comprehensive wealth management and financial planning services to individuals, families, and small-to-mid-sized businesses. Operating from offices in Syracuse and Latham, New York, the firm delivers advisor-led, relationship-based advisory services rather than a self-service technology platform, and is currently rolling out a rebrand from its predecessor name, OneGroup Wealth Partners, throughout 2025.
The firm's core offering is an integrated eight-pillar advisory platform covering Investment Planning, Estate Planning, Retirement Planning, Insurance Planning, Aid to Loved Ones (gifting, college, elder care planning), Cash Flow and Budget management, Tax Planning, and Family Unit Planning. Service delivery is conducted through face-to-face meetings, one-on-one financial planning sessions, and educational workshops/seminars for both clients and local businesses, with third-party financial calculators (calcxml.com, FINRA) used as supplementary planning tools. The firm does not prepare or file legal or tax documents; it confines itself to analysis and review and refers clients to outside attorneys and accountants.
The business model is based on recurring investment advisory fees, typical of the RIA channel (assets-under-management-based, with possible hourly or flat-fee arrangements), with no publicly disclosed pricing. Go-to-market is sales-led and regionally concentrated in New York State, supplemented by community seminars that generate employer-plan leads for the small-to-mid-sized business retirement-plan segment. Ownership is privately held by the working advisors with no disclosed parent company, private equity backing, or institutional investors.
Nottingham Wealth Partners firmographics
Firmographics- Name
- Nottingham Wealth Partners
- Legal name
- Nottingham Wealth Partners, Inc.
- Website
- https://onegroupwealthpartners.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Nottingham Wealth Partners is an SEC-registered investment advisor providing comprehensive wealth management and financial planning services to individuals, families, and small-to-mid-sized businesses through its offices in Syracuse and Latham, New York.
- Ownership category
- akta.pro rank
Nottingham Wealth Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Investment Management Advisory (RIA) (FSAEAAAB), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Nottingham Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Latham
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Nottingham Wealth Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: Investment advisory and wealth management services. The firm is registered as an SEC Registered Investment Advisor (RIA) providing individualized investment advice, financial planning, and related services.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels1 record
Nottingham Wealth Partners product offering
Product offeringCore offering
Nottingham Wealth Partners is a privately held SEC Registered Investment Advisor (RIA) that delivers personalized wealth management and financial planning services to individuals, families, and small to mid-sized businesses. The firm offers an integrated suite of advisory services including investment planning, estate planning, retirement planning, insurance planning, tax planning, cash flow management, and family governance. Services are delivered through direct, relationship-based advisor consultations rather than self-service digital platforms.
Product overview
Nottingham Wealth Partners offers a comprehensive suite of wealth management and financial planning services organized as an integrated advisory platform. The core offerings include Investment Planning, Estate Planning, Retirement Planning, Insurance Planning, Aid to Loved Ones (family financial planning), Cash Flow and Budget management, Tax Planning, and Family Unit Planning. These services are delivered through personalized, advisor-driven consultations rather than a self-service software platform. The firm also provides access to third-party financial calculators as supplementary planning tools. The company operates as a Registered Investment Advisor (RIA) with the SEC, providing investment advisory services nationally.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Planning Comprehensive investment advisory services including Investment Policy Statement development, asset allocation strategies, account aggregation, and stock concentration management for individuals, families, and small to mid-sized businesses.
Companies that use Nottingham Wealth Partners
Customer profileSegments2 records
Ideal customer profiles2 records
Nottingham Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Nottingham Wealth Partners partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights3 records
Nottingham Wealth Partners competitors and assessment
Company assessmentDirect peers
- Carson Wealth: Independent RIA providing comprehensive financial planning, investment management, estate, and retirement services to households and small business plans. Closely mirrors Nottingham's full-service advisory approach with a similar planning-led philosophy.
- Mercer Advisors: National RIA delivering integrated wealth management, tax, estate, and retirement plan services. Operates a very similar full-service fiduciary model to Nottingham though at materially larger scale.
- SageView Advisory Group: National RIA specializing in retirement plan consulting and wealth management for individuals and small/mid-sized employers. Direct overlap with Nottingham's retirement plan advisory segment and household wealth clients.
- Buckingham Strategic Wealth: Comprehensive national RIA focused on evidence-based financial planning and wealth management for individuals and families. Shares Nottingham's planning-led, fiduciary RIA orientation with a comparable service breadth.
- Mariner Wealth Advisors: Independent RIA offering comprehensive wealth advisory, financial planning, tax, and retirement plan services to households and small/mid-sized businesses. Directly comparable comprehensive service suite and client mix to Nottingham.
- Wealth Enhancement Group: Independent RIA providing comprehensive wealth management, retirement planning, and tax services to individuals and small businesses. Directly comparable comprehensive RIA model with similar acquisition-driven scaling strategy.
- Edelman Financial Engines: Large RIA combining traditional wealth advisory with workplace retirement plan services. Strong overlap with Nottingham on the small/mid-sized employer retirement plan segment and household wealth services.
- Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, tax, estate, and retirement services to individuals and small businesses — directly comparable full-service RIA model to Nottingham, though significantly larger in scale.
Broad incumbents
- Empower (Personal Capital): Large digital wealth platform combining personal capital-style tools with RIA services for households and employer retirement plans. Represents the scaled incumbent pressing fee economics and digital experience standards across the segment Nottingham serves.
Emerging players
- Facet Wealth: Digital-first RIA delivering flat-fee financial planning and investment management to mass-affluent households. Represents the technology-enabled competitive threat Nottingham faces in retaining younger clients, though with a leaner service breadth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Nottingham Wealth Partners social profiles
Digital presenceNottingham Wealth Partners compliance and trust
Trust signalCompliance2 records
Nottingham Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Nottingham Wealth Partners leadership team
Management profileNumber of profiles
Profiles2 records
Nottingham Wealth Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Nottingham Wealth Partners 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 Nottingham Wealth Partners
What does Nottingham Wealth Partners do?
Nottingham Wealth Partners is a privately held SEC Registered Investment Advisor (RIA) that delivers personalized wealth management and financial planning services to individuals, families, and small to mid-sized businesses. The firm offers an integrated suite of advisory services including investment planning, estate planning, retirement planning, insurance planning, tax planning, cash flow management, and family governance. Services are delivered through direct, relationship-based advisor consultations rather than self-service digital platforms.
Is Nottingham Wealth Partners a public or private company?
Nottingham Wealth Partners is a private company. It is classified as unknown and is currently operating.
When was Nottingham Wealth Partners founded?
Nottingham Wealth Partners was founded in 2023. It employs 1 to 10 people.
Where is Nottingham Wealth Partners based?
Nottingham Wealth Partners is headquartered in Latham, United States, in the North America region.
How does Nottingham Wealth Partners make money?
One revenue line is on record: investment Advisory Services.
Who are Nottingham Wealth Partners's main competitors?
Direct peers on record are Carson Wealth, Mercer Advisors, SageView Advisory Group, Buckingham Strategic Wealth, Mariner Wealth Advisors, Wealth Enhancement Group, Edelman Financial Engines and Creative Planning. Empower (Personal Capital) is listed as a broad incumbent. Facet Wealth is listed as an emerging player.
Does Nottingham Wealth Partners have an API?
No public API is recorded for Nottingham Wealth Partners.
What industry is Nottingham Wealth Partners in?
Nottingham Wealth Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.