Holistic Wealth Management Competitors and Similar CompaniesClear all

Holistic Wealth Management's competitors and similar companies include MontaRosa, TA Associates, Puma Capital and BackBay Communications.

	Holistic Wealth Management Holistic Wealth Management is a diversified management and holding company specializing in sales, corporate strategies, marketing, and wealth preservation.	MontaRosa MontaRosa is a boutique executive search firm.	TA Associates Founded in 1968, TA Associates is one of the oldest and largest private equity firms in the world.	Puma Capital Puma Capital is a company that provides strategic execution solutions.	BackBay Communications BackBay Communications is a financial services branding, content marketing, and public relations specialist company.
Founding Date	Founding Date 2012	Founding Date 2008	Founding Date 1968	Founding Date 2008	Founding Date 2005
Type	Type Private	Type Private	Type Private	Type Private	Type Private
Tags	Tags Business Products & Services Financial Services conglomerates private equity security supply chain management	Tags Business Products & Services Financial Services private equity venture capital	Tags Business Products & Services Financial Services private equity	Tags Financial Services private equity security	Tags Business Products & Services Financial Services private equity public relations
Locations	Locations HQ	Locations New York, US HQ	Locations Boston, US HQ Hong Kong, HK Mumbai, IN London, GB Menlo Park, US	Locations Rye, US HQ	Locations Boston, US HQ London, GB
Employees	Employees 3	Employees 296% decrease	Employees 8481% increase	Employees 4510% increase	Employees 910% decrease