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Maridea Global Capital Management LLC competitors & alternatives
The 12 closest competitors and alternatives to Maridea Global Capital Management LLC among financial services companies — ranked by similarity to what Maridea Global Capital Management LLC actually does, not by market-cap band.
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About Maridea Global Capital Management LLC
Maridea Global Capital Management LLC is an independent financial advisory firm that provides wealth management, tax and business services, financial planning, investment management, insurance risk management, and retirement and multi-generational planning. The firm serves families, business owners, philanthropists, founders, professionals, retirees, and institutions.
Maridea Global Capital Management LLC at a glance
Maridea Global Capital Management LLC is a financial services company headquartered in United States. It has raised at least $650,000 across the 2 funding rounds on record, 1 of them with a disclosed amount. Its most recent funding round closed in February 2024. Xcout tracks 7 named people at Maridea Global Capital Management LLC, including Sean Sun (President).
Maridea Global Capital Management LLC leadership
- Sean SunPresident
- Nick CrowChief Operating Officer
- Adam ButbulChief Financial Officer
- Bob PagliucoChief Compliance Officer
- Bryan HinmonChief Investment Officer
- Michael AnthonySenior Investment Advisor and Managing Partner
1 more named person on record for Maridea Global Capital Management LLC, with roles, board committees and tenure — see the full roster →
Maridea Global Capital Management LLC funding rounds
At least $650,000 raised across the 2 rounds on record (1 with a disclosed amount). Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | Undisclosed | — | |
| SEC Form D filing | $650,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 Maridea Global Capital Management LLC competitors
Ranked by semantic similarity — how close each company is to Maridea Global Capital Management 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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Merit Financial Advisors provides comprehensive financial planning, wealth management, tax services, and insurance planning for individuals, businesses, and employers. The company serves individuals navigating major life transitions such as retirement, divorce, and widowhood, operating as a fiduciary to support clients' long-term financial goals.
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Quantum Leap Capital provides independent financial planning, investment management, and tax planning services for individuals and business owners. The firm helps clients manage their wealth, evaluate insurance needs, and develop tax-efficient retirement income strategies.
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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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Money Bridge Wealth Income Planning provides financial advisory, wealth management, and retirement income planning services. The firm serves business owners, pre-retirees, retirees, families, and professionals by offering customized strategies for tax-aware withdrawals, investment management, and business transitions.
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LifeGoal Investments LLC is an independent wealth management firm that provides personal investment management, financial planning, and tax strategy services. The company serves individuals and families by constructing diversified portfolios and aligning financial situations with long-term goals.
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L&M Wealth Management is a financial advisory firm that provides financial planning, investment services, wealth management, tax services, and insurance to individuals and businesses. The company offers private wealth management, generational wealth planning, retirement planning, education investment strategies, and ESG investing.
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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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Edge Rock Partners LLC is an independent wealth management firm that provides financial planning and advisory services to individuals, families, and business owners. The company offers custom portfolio management, tax planning, income design, legacy planning, and private investment access.
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Meridian Investments, LLC provides financial planning and investment advisory services to help clients achieve their long-term financial goals, including retirement, tax, and estate planning. The firm assesses clients' risk tolerance and current portfolios to recommend customized investment strategies. Investment advisory services are offered through Virtue Capital Management, LLC, a registered investment advisor.
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Rich Capital Financial Services is an independent investment firm that provides personalized financial planning, investment management, retirement planning, and estate planning services. Operating with a fiduciary responsibility, the firm builds custom portfolios to help individual clients achieve financial independence and navigate their transition into retirement.
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Foundation Wealth Capital, LLC operates as a fee-only, fiduciary, and independent financial advisory firm that provides personalized financial planning, wealth management, tax planning, estate planning, insurance planning, and company 401(k) plan services to individuals and businesses. The firm works with clients nationwide, offering tailored strategies to help them grow and protect their assets, manage taxes, and achieve their long-term financial goals.
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Liberty Group Financial Services, LLC provides personalized financial services, tax planning, estate management, and wealth management to help clients create tailored retirement strategies. The company serves individuals seeking assistance with retirement and financial planning.
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