Cetera Financial Group

You bring the dreams. We’ll build the strategy.

General Information
Company Name
Cetera Financial Group
Founded Year
1981
Location (Offices)
San Diego, United States +2
Founders / Decision Makers
Number of Employees
1614
Industries
Financial Services, Retail, Wealth Management
Funding Stage
Private Equity
Social Media

Cetera Financial Group - Company Profile

Cetera Financial Group is a **financial services** startup, founded in **2010** and headquartered in the **United States**. The company's slogan, "You bring the dreams. We’ll build the strategy," reflects its commitment to enabling and mentoring financial professionals, institutions, and individual investors. Cetera Financial Group offers financial technology, bespoke guidance, research, market intelligence, and collaborative client-service platforms. It aims to create environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. The firm's last investment was a **Private Equity Round** at **04 October 2023**, with **Genstar Capital** as the investor. The company operates through a network of independent retail firms, providing a wide range of financial services aimed at turning aspirations into reality. Cetera Financial Group is positioned to empower individuals and communities to build a stronger tomorrow.

Taxonomy: investment, financial institutions, independent retail firms, market intelligence, client-service platforms, community empowerment, financial professionals, financial aspirations, mentorship, growth opportunities, ambitions

Funding Rounds & Investors of Cetera Financial Group (1)

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Funding Stage Amount No. Investors Investors Date
Private Equity Round Unknown 1 04 Oct 2023

Latest News of Cetera Financial Group

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No recent news or press coverage available for Cetera Financial Group.

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