1 Followers on Owler
Soundmark is a Washington-based financial consulting firm that provides services such as investment management and retirement planning for individuals and businesses... Read more
OverviewCompetitorsFundingNews & Insights
Soundmark is a Washington-based financial consulting firm that provides services such as investment management and retirement planning for individuals and businesses... Read more
Soundmark Wealth Management Principal: Bill Schultheis

Principal

Bill Schultheis

CEO Approval Rating

90/100

2008

PrivateAcquired by Edelman Financial Engines, LLC

Banking, Financial Services and Insurance
Asset & Investment Management
61996282 NAICS listing

Est. Annual Revenue
$5.0-25M
Agree?
Est. Employees
25-100
Agree?
Funding
$150K

News

Acquisition
May 13, 2024
Business Wire
Soundmark Wealth Management Was acquired by Edelman Financial Engines, LLC for undisclosed amounted

Soundmark Wealth Management Competitors

1Adage Capital Management
2Nonantum Capital Partners
3GHK
Unlock more competitors

Trending Companies