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Midtown Financial Ltd. competitors & alternatives
The 12 closest competitors and alternatives to Midtown Financial Ltd. among financial services companies — ranked by similarity to what Midtown Financial Ltd. actually does, not by market-cap band.
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About Midtown Financial Ltd.
Midtown Financial Ltd. (operating as Midtown Financial Advisors) is a registered investment adviser based in North Carolina that provides wealth management and holistic financial planning services. The firm serves individual clients by offering personalized investment strategies and guidance to support various aspects of their financial lives.
Midtown Financial Ltd. at a glance
Midtown Financial Ltd. is a financial services company headquartered in United States. Its most recent funding round raised $250,000 in January 2016. Xcout tracks 3 named people at Midtown Financial Ltd., including Brad Smith (Managing Partner).
Midtown Financial Ltd. leadership
- Brad SmithManaging Partner
- JEFF PHILLIPSManaging Partner
- Lori HaddockManaging Partner
Midtown Financial Ltd. funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $250,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 Midtown Financial Ltd. competitors
Ranked by semantic similarity — how close each company is to Midtown Financial Ltd. 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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TriCapital Wealth Management is a financial planning and wealth management firm headquartered in Charlotte, North Carolina. The company provides personalized financial services and investment advisory solutions to clients.
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Oxford Investment Group is a fiduciary financial advisory and wealth management firm based in Raleigh, North Carolina. It provides services including investment management, retirement income planning, business owner financial planning, and estate and gift legacy planning to individuals, families, and business owners.
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Simplicity Wealth Advisors provides personalized financial planning and investment management services for individuals and families. The firm offers holistic financial strategies that address longevity, liquidity, inflation, market risk, mortality, and taxes to help clients meet their long-term objectives.
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Canopy Financial Advisors Corp. is a financial wellness company based in Charlotte, North Carolina, that offers a personalized platform providing financial services.
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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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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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Haven Advisors Holdings, LLC, operating as Haven Financial Advisors, provides fee-only, fiduciary financial planning and wealth management services to individuals. The firm specializes in holistic financial planning, retirement planning, portfolio management, and tax planning strategies tailored to client goals.
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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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EverSource Wealth Advisors, LLC is a registered investment advisor that provides comprehensive wealth management services to individuals and families. The firm offers fee-based financial planning, investment advisory, risk mitigation, and life planning services designed to align clients' financial strategies with their personal goals and values.
Similar financial services company
Palmetto Investment Consultants is a financial advisory firm based in Rock Hill, South Carolina, that provides personalized investment, retirement, estate, insurance, and tax planning services to individual clients. The firm develops, implements, and monitors tailored financial and lifestyle strategies to help clients pursue their monetary goals.
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Lexington Financial Life Management, LLC operates as a virtual family office (VFO) that provides comprehensive financial and investment strategies. The firm collaborates with independent professionals and existing advisors to offer holistic wealth management and problem-solving solutions for individuals and families.
Similar financial services company
Northwest Financial Advisors, LLC provides comprehensive financial planning, investment management, retirement planning, estate planning, and trust services to individuals. The firm works closely with clients to deliver personalized financial guidance and strategies tailored to different life stages.
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