Act Wealth Competitors and Similar CompaniesClear all
Act Wealth's competitors and similar companies include Legacy & Succession, Capital Planning Advisors, Penmore Financial Group and Legacy Financial Solutions.
 Legacy & Succession Legacy & Succession (formerly known as Legacy Planning Partners) is a financial consulting agency. |  Legacy Financial Solutions Legacy Financial Solutions is a company that provides financial planning solutions. | ||||
Founding Date | Founding Date 2010 | Founding Date 2009 | Founding Date 2006 | Founding Date 1982 | Founding Date 1990 |
Type | Type Private | Type Private | Type Private | Type Private | Type Private |
Tags | |||||
Locations | Locations Allen, US HQ Raleigh, US | Locations Oklahoma City, US HQ Tulsa, US | Locations Roseville, US HQ Walnut Creek, US | Locations Vaughan, CA HQ | Locations Manchester, US HQ |
Employees | Employees 5 | Employees 10 | Employees 16 | Employees 48 | Employees 12 |
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Legacy & Succession
HQ
Oklahoma City, US
Employees
10
Legacy & Succession (formerly known as Legacy Planning Partners) is a financial consulting agency.
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Capital Planning Advisors
HQ
Roseville, US
Employees
16
Capital Planning Advisors is a provider of financial services.
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Penmore Financial Group
HQ
Vaughan, CA
Employees
48
Penmore Financial Group is a financial services firm.
View companyLegacy Financial Solutions
HQ
Manchester, US
Employees
12
Legacy Financial Solutions is a company that provides financial planning solutions.
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