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Allworth Management Holdings, LLC
Allworth Management Holdings provides comprehensive wealth management and financial planning services for individuals, families, and employers. The company offers customized investment management, tax planning, estate planning, insurance services, and 401(k) solutions through a fee-based fiduciary model.
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Allworth Management Holdings, LLC at a glance
Allworth Management Holdings, LLC is an asset management company headquartered in United States. Its most recent funding round closed in July 2026. Xcout tracks 16 named people at Allworth Management Holdings, LLC, including John Bunch (Chief Executive Officer). Xcout recorded 62 job postings from Allworth Management Holdings, LLC in the last 90 days.
Allworth Management Holdings, LLC leadership
- John BunchChief Executive Officer
- Pete EngelkenChief Operating Officer
- Chris OddyChief Financial Officer
- Sandeep MishraChief Technology Officer
- Andy StoutChief Investment Officer
- Barry GreenbergChief Legal Officer
10 more named people on record for Allworth Management Holdings, LLC, with roles, board committees and tenure — see the full roster →
Allworth Management Holdings, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | Undisclosed | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at Allworth Management Holdings, LLC
Xcout recorded 62 job postings from Allworth Management Holdings, LLC in the last 90 days, from a hiring record Xcout has kept since July 2026.
The weekly hiring trend, the roles and locations behind it — see Allworth Management Holdings, LLC's hiring signals →
Recent Allworth Management Holdings, LLC news
- FundingPrivate placement (Form D)
Hiring vs the trend
Based on 44 job postings in the last 8 weeks (17 Aug – 11 Oct 2026), compared with 156 scale-up financial services companies.
This describes a hiring pattern — how often Allworth Management Holdings, LLC’s job postings ask for AI skills, and how that changed against the previous 8 weeks, ranked among its peers. It says nothing about the company’s products or performance.
Signed-in members see the AI-skill share and its change with peer percentiles, role mix, posting momentum and advertised US pay against the market.
Allworth Management Holdings, LLC competitors
A few of Allworth Management Holdings, LLC's closest competitors — see the full list of competitors and alternatives →
Curi Capital provides wealth management, investment solutions, family office services, and retirement plan solutions for individuals and organizations. The firm offers tailored planning, investment management strategies including equity, fixed income, and alternatives, and fiduciary services.
STW Resources Holding Corp., doing business as Serving Those Who Serve (STWS), provides federal-focused financial planning, wealth management, and fiduciary investment management services. The company helps government employees and retirees navigate complex federal benefits, retirement planning, tax strategies, and the Thrift Savings Plan (TSP) through consultations, calculators, webinars, and podcasts.
Deerwood Capital, LLC is a registered investment advisor providing personalized financial planning, retirement strategies, wealth management, and insurance solutions for individuals and businesses. The firm also offers employer services including 401(k) plan management, separately managed accounts, and employee benefits consulting.
Artesys provides managed accounts and retirement investment strategies for financial advisors, plan sponsors, plan participants, and individual investors. The company offers sophisticated portfolio management, fiduciary support, and customized retirement solutions designed to align with clients' financial goals and risk tolerances.
Vestwell provides a digital savings and investment platform that enables businesses, financial advisors, and partners to offer workplace benefit programs. The platform supports various retirement plans, education savings accounts, emergency funds, and other financial benefits for employers, employees, and individual savers.
New World Financial Holdings is a financial planning network operating in the UK that provides personal financial advice, retirement services, and subscription-based financial planning. The firm also serves businesses through workplace wellbeing programs, financial education, and exit strategies for owners.
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More on Allworth Management Holdings, LLC in Xcout Intel
- 16 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- 1 corporate event with sources — deals, leadership changes, layoffs
- The full competitor set, tracking, exports and API access