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Cadre Capital Partners LLC competitors & alternatives
The 12 closest competitors and alternatives to Cadre Capital Partners LLC among financial services companies — ranked by similarity to what Cadre Capital Partners LLC actually does, not by market-cap band.
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About Cadre Capital Partners LLC
Cadre Capital Partners provides strategic wealth management and advisory services to high-income professionals, business owners, and sophisticated investors. The firm offers guidance in areas including tax advice, self-managed super funds, personal insurance, estate planning, asset protection, retirement planning, and lump-sum settlement planning.
Cadre Capital Partners LLC at a glance
Cadre Capital Partners LLC is a financial services company headquartered in United States. Its most recent funding round raised $50,000 in June 2024. Xcout tracks 9 named people at Cadre Capital Partners LLC, including Ben McMahon (Managing Director at Ikigai Solutions).
Cadre Capital Partners LLC leadership
- Ben McMahonManaging Director at Ikigai Solutions
- Chris McMahonCEO & Founder
- Gabriel CareyCEO & Founder
- David WylieCo-Head & Wholesale Broker
- Fraser MascitelliFinancial Adviser
- Jack MascitelliSenior Financial Adviser
3 more named people on record for Cadre Capital Partners LLC, with roles, board committees and tenure — see the full roster →
Cadre Capital Partners LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $50,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 Cadre Capital Partners LLC competitors
Ranked by semantic similarity — how close each company is to Cadre Capital Partners LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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Capital Partners is a Perth-based wealth management firm providing comprehensive financial planning, investment, and tax advisory services to high-net-worth individuals and families.
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Fidelis Capital Partners, LLC is an independent wealth management and private banking firm that provides customized financial advisory services. The company serves individuals, executives, family wealth stewards, business owners, entrepreneurs, family offices, and institutional or non-profit investors. Its service offerings include wealth planning, investment management, tax planning, personal risk management, fiduciary planning, and business transition advisory.
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Credo Capital Partners is a global wealth management business that provides investment solutions, asset management, and platform services. It serves private clients, financial intermediaries, and regulated investment firms by offering wealth building, portfolio modelling, global custody, and reporting.
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The White Rabbit Advisors provides financial planning and advisory services for individuals navigating major life events such as divorce, inheritance, insurance payouts, pre-retirement, and aged care decisions. The firm helps clients manage complex financial transitions during difficult or pivotal moments.
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Collaborative Capital Advisors provides tailored wealth management solutions, including investment services, family office services, and philanthropic advisory. The firm serves families, finance leaders, and entrepreneurs seeking multi-generational impact through public and private market opportunities, wealth transfer support, and strategic giving execution.
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Hutchinson Capital Partners LLC provides comprehensive wealth management and financial planning services to individuals and small businesses. Its offerings include active investment management, insurance, tax planning, estate management, and small business benefit packages.
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Encore Wealth, LLC is a fee-only fiduciary firm that provides comprehensive financial planning and wealth management services to individuals and families. The company offers integrated advice covering investments, tax minimization, insurance, retirement, and estate planning through a client-centered advisory approach.
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Quad Asset Management provides comprehensive wealth management and financial planning services to individuals, families, and corporate executives. Its offerings include investment management, tax planning and preparation, retirement planning, estate and legacy planning, family office services, and employee benefits.
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Highwater Wealth Management LLC is an independent fiduciary advisory firm that serves high-net-worth families and successful individuals. The company provides integrated wealth management services, including institutional-grade investment management, advanced tax-aware planning, estate coordination, and multi-generational family office oversight.
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Curated Wealth Partners LLC operates as a multi-family office and investment advisor providing financial guidance and wealth management services to individuals and families. The firm handles administrative and investment complexities to help clients manage their financial assets and decision-making processes.
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Proficio Capital Partners is a wealth management and multi-family office firm that provides holistic financial services to high-net-worth families. The company offers customized investment management, wealth transfer and estate planning, philanthropic initiatives, tax planning, risk management, and administrative services.
Similar financial services company
James Hayes Financial Planning is an independent financial advisory firm based in Caringbah, Australia, providing wealth management, retirement planning, and investment advice.
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