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49 Financial

49financial.com
49 Financial is a values-based financial planning firm operating from Austin, Texas, that partners clients with a team of advisors to build comprehensive, tailored financial plans covering investments, retirement, and estate goals.
TDAYJHDCLSTREODD
2019201-1000 emp
Austin, Texas
Financial Services
NAICS 52
TECH STACK
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49 Financial campaignconsultative3000 target
Companies like 49 Financial — Financial Services, 201-1000
“Help affluent owners and professionals align investments, retirement, and legacy goals through comprehensive planning.”
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Companies 45
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Companies like 49 Financial — competitors and alternatives

CompanyWhat they doLocationSizeHiring
49 Financial49financial.com
49 Financial is a values-based financial planning firm operating from Austin, Texas, that partners clients with a team of advisorsAustin, Texas201-1000
Northwestern Mutualnorthwesternmutual.com
SBRFJB
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, WisconsinMilwaukee, Wisconsin5000+
Edward Jonesedwardjones.com
PPTHSK
Edward Jones is a North American financial services firm with more than 20,000 financial advisors serving more than 9 million clieSt. Louis, Missouri5000+
Raymond Jamesraymondjames.com
SBMLMK
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198St. Petersburg, Florida5000+
Creative Planningcreativeplanning.com
MRPMSA
Creative Planning is an independent wealth advisory firm managing and advising on $710 billion in combined assets across clients iOverland Park, Kansas1001-5000
Fisher Investmentsfisherinvestments.com
AMTOSD
Fisher Investments is an independent, fee-only investment adviser founded in 1979 by Ken Fisher, operating three principal businesPlano, Texas5000+
Prudential Financialprudential.com
EFTBHC
Prudential Financial (NYSE:PRU) is a global financial services institution founded in 1875 that offers individual and institutionaNewark, New Jersey5000+
Thriventthrivent.com
SMESTD
Thrivent is a financial services organization offering financial advice, insurance, investments, banking, and generosity programs Minneapolis, Minnesota5000+
Ameriprise Financialameriprise.com
DTSLPB
Ameriprise Financial is a financial planning and advice firm with over 130 years of history, serving individual and institutional Minneapolis, Minnesota5000+
Wealth Enhancementwealthenhancement.com
MSDEJD
Wealth Enhancement is a team-based registered investment advisor firm that has grown from four advisors in a shared Minneapolis ofPlymouth, Minnesota1001-5000
Mariner is a wealth management firm serving individuals and businesses through registered investment adviser subsidiaries (MarinerColorado Springs, Colorado1-10
Facet is a flat-fee, SEC-registered financial advisory firm that pairs members with CFP® professionals to create personalized finaWest Palm Beach, Florida201-1000
MA8FCG
MetLife is a global insurance and employee benefits company founded in 1868, headquartered in New York, that sells life, annuitiesNew York, New York5000+
PCKFAS
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm
Vanguardvanguard.com
ORAMJO
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
Clearbitclearbit.com
Clearbit is a B2B data provider that enriches leads, contacts, and accounts by gathering public data from the web, proprietary datSan Francisco, California11-50
MassMutualmassmutual.com
MassMutual is a life insurance company founded in 1851 in Springfield, Massachusetts, operating under the Living Mutual principle Springfield, Massachusetts5000+
Principal Financial Groupprincipal.com
Principal Financial Group is a global asset management and financial services firm that helps more than 75 million customers plan,Des Moines, Iowa5000+
ZoomInfozoominfo.com
ZoomInfo (NASDAQ: GTM) is a go-to-market platform that helps businesses find, acquire, and grow their customers through accurate, Vancouver, Washington1001-5000
New York Lifenewyorklife.com
New York Life is a mutual life insurance company and group benefits provider that partners with employers to deliver tailored disaNew York, New York1-10
Morgan Stanleymorganstanley.com
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment bankingNew York, New York5000+
Fidelityfidelity.com
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Leadfeederleadfeeder.com
Leadfeeder (formerly Dealfront) is a B2B lead generation platform that connects website visitors to company and contact data, help
Merrill is a wealth management and online investing platform offering personalized investing strategies, financial advice, and guiSan Mateo, California201-1000
Lincoln Financiallincolnfinancial.com
Lincoln Financial (NYSE: LNC) is a financial services company with a 120-year track record that helps customers plan for financialRadnor, Pennsylvania5000+
Datanyzedatanyze.com
Datanyze is a B2B prospecting tool that supplies actionable contact information — email addresses, direct dial, and mobile numbersDurham, North Carolina1-10
InsideViewinsideview.com
InsideView is a B2B go-to-market intelligence platform that helps business leaders make faster go-to-market decisions by identifyiSan Francisco, California51-200
Sun Lifesunlife.com
Sun Life is a global financial services company offering insurance, investments, financial advice, and asset management products t
John Hancockjohnhancock.com
John Hancock is a financial services company with a 160+ year history, headquartered in Boston, Massachusetts, whose stated missioBoston, Massachusetts5000+
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49 Financial is a values-based financial planning firm operating from Austin, Texas, that partners clients with a team of advisors to build comprehensive, tailored financial plans
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Frequently asked questions about 49 Financial

What does 49 Financial do?

49 Financial is a values-based financial planning firm operating from Austin, Texas, that partners clients with a team of advisors to build comprehensive, tailored financial plans covering investments, retirement, and estate goals.

Who are 49 Financial's competitors?

Companies like 49 Financial include Northwestern Mutual, Edward Jones, Raymond James, Creative Planning, Fisher Investments. See the full list of 24 competitors and alternatives above.

How many employees does 49 Financial have?

49 Financial has approximately 201-1000 employees and is in the Financial Services industry.

Where is 49 Financial headquartered?

49 Financial is headquartered in Austin, Texas.

What industry is 49 Financial in?

49 Financial operates in the Financial Services industry.

Who are the decision-makers at 49 Financial?

Key decision-makers and buying contacts at 49 Financial are listed above, including leaders across executive, finance, sales and operations.