ARGI FINANCIAL GROUP
ARGI Financial Group provides tax and business services with full access to all areas of financial services, specifically from a local resource.
ARGI FINANCIAL GROUP
Industry:
Banking Consulting Financial Services
Founded:
1995-01-01
Status:
Active
Contact:
502.753.0609
Technology used in webpage:
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Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2019-01-26 | Stiles, Carter & Associates | Stiles, Carter & Associates acquired by ARGI Financial Group | N/A |
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2020-08-18 | EdjSports | ARGI Financial Group investment in Series A - EdjSports | 5 M USD |
More informations about "ARGI Financial Group"
ARGI Financial Group - Crunchbase Company Profile & Funding
ARGI Financial Group provides accounting, retirement, financial planning, tax, investment management, and institutional services. Acquired by . ... 412 Number of Organizations • $3.9B …See details»
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Jan 24, 2019 ARGI Financial Group General Information Description. Provider of financial planning and asset management services catering to individuals and businesses. The company specializes in wealth management, business …See details»
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Jan 10, 2023 ARGI Financial, founded in 1995, provides financial planning and wealth management services to over 3,000 active wealth creators, many of whom developed through corporate relationships with ...See details»
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ARGI Financial Group Summary. Company Summary. Overview. We are a team of focused specialists that help provide clarity for individuals and businesses through comprehensive, …See details»
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Company profile page for Argi Financial Group LLC including stock price, company news, executives, board members, and contact informationSee details»
Cerity Partners acquires ARGI Financial Group - Crunchbase
Jan 10, 2023 ARGI Financial Group ARGI Financial Group is a Kentucky-based financial services company. Acquiring Organization: Cerity Partners Cerity Partners is a financial …See details»
ARGI - LinkedIn
ARGI | 2,292 followers on LinkedIn. Financial services for every person, every industry, every need. | At ARGI, finance is so much more than crunching numbers – to us, it’s personal. …See details»
Cerity Partners merges with $4.8 billion ARGI Financial
Jan 11, 2023 Cerity Partners, a New York-based aggregator of registered investment advisors, announced Tuesday that it merged with ARGI Financial, a wealth management firm that oversees $4.8 billion in assets ...See details»
Joe Reeves | Cerity Partners
Driven by a passion for the industry and a desire to make a meaningful impact, Joe founded ARGI Financial Group, where he served as CEO before joining Cerity Partners. Under his leadership, ARGI became a comprehensive …See details»
Cerity Partners Merges With $4.8 Billion Firm ARGI
Jan 10, 2023 Cerity Partners has completed its merger with ARGI Financial, a registered investment advisor based in Louisville, Ky., with $4.8 billion in assets under management.See details»
ARGI Financial Group - Investments, Portfolio & Company Exits
Aug 18, 2020 Which types of acquisition does this organization make most frequently? Show . Acquiree Name . Announced Date ... Transaction Name . Stiles, Carter & Associates . Jan 26, …See details»
Dan Cupkovic | Director of Investments - ARGI Financial Group
Oct 18, 2022 At ARGI, Dan works with a team of specialists that help provide clarity for individuals and businesses through comprehensive, integrated financial services: • …See details»
ARGI Financial Group partners with Advocacy Trust LCC to launch …
Aug 4, 2020 In 2019, ARGI made Louisville Business First’s Fast 50 list after it reported 62% growth compared to 2018, in which it reported revenue of $26.6 million.See details»
ARGI Financial Group to expand in Louisville, create 245 ... - Lane …
Oct 28, 2021 FRANKFORT, Ky. — ARGI Financial Group LLC announced it will create 245 quality job opportunities in the years ahead with a $2.7 million investment. With this …See details»
ARGI Financial Group - Contacts, Employees, Board Members
ARGI Financial Group is a Kentucky-based financial services company. Search Crunchbase. Start Free Trial ... Summary. Investments. People. Technology. Signals & News. Similar …See details»
ARGI Financial Group reviews - Glassdoor
ARGI Financial Group has an overall rating of 4.1 out of 5, based on over 25 reviews left anonymously by employees. 79% of employees would recommend working at ARGI Financial …See details»
ARGI Investment Services Review | SmartAsset.com
ARGI Investment Services Client Types and Minimum Account Sizes. ARGI Investment Services serves non-high-net-worth and high-net-worth individuals, trusts, estates, corporations, …See details»
Cerity Partners acquires ARGI Financial Group - Crunchbase
Jan 10, 2023 ARGI Financial Group ARGI Financial Group provides accounting, retirement, financial planning, tax, investment management, and institutional services. Acquiring …See details»