Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Location: United States
Employees: 201-500
Phone: +1 888-242-6766
Founded date: 1993
Investors 4
| Date | Name | Website |
| 10.07.2026 | Penfund | penfund.co... |
| - | Parthenon ... | parthenonc... |
| 15.01.2021 | Lightyear ... | lycap.com |
| 21.08.2026 | Audax Priv... | audaxpriva... |
Mentions in press and media 13
| Date | Title | Description |
| 18.07.2026 | Feathery Secures $30 Million to Revolutionize Financial Services AI | Feathery, an advanced AI platform, secured $30 million in Series A funding. Portage Ventures spearheaded the investment. The capital will significantly expand its operating and decisioning system for financial services. Feathery streamlines... |
| 14.07.2026 | Feathery Closes Series A Funding; $30M in Total | Feathery, a San Francisco, CA-based provider of an AI operating and decisioning system for financial services, raised $30M in total funding, including its recently completed Series A. Backers included Portage Ventures, Index Ventures, Allst... |
| 14.07.2026 | Feathery Raises $30 Million In Series A To Scale AI Operating And Decisioning System For Financial Services | Feathery, the AI operating and decisioning system for financial services, announced that it has raised $30 million in total funding, including its recently completed Series A, from Portage Ventures, Index Ventures, Allstate Strategic Ventur... |
| 14.07.2026 | Feathery Raises $30M to Expand AI Platform for Financial Services | Feathery Raises $30M to Scale AI for Financial Services Feathery is $30 Million Closer to Being the Operating System for All Finance, Raised by Portage VenturesFeathery has closed a $30 million round led by Portage Ventures to further devel... |
| 01.05.2026 | Allworth Financial Announces New Strategic Investment Partnership | Allworth Financial, a national full-service registered investment advisory firm with approximately $35 billion in assets under management and administration, has entered a new strategic investment partnership co-led by Integrum Holdings, Li... |
| 14.02.2024 | Allworth Financial Announces New Partnership, Adds $300M in Client Assets | - |
| 14.02.2024 | Allworth Financial Announces New Partnership, Adds $300M in Client Assets | 16th California office is Allworth’s 41st nationwide Folsom, California, Feb. 14, 2024 (GLOBE NEWSWIRE) -- Allworth Financial, the 9th fastest growing RIA in America[1] - has just today reported the completion of a new partnership agreement... |
| 01.09.2021 | Allworth Financial Announces $385 Million Partnership with Novak Financial Planning | Bel Air, MD., September 1, 2021 – Allworth Financial, the 4th fastest growing RIA in America , has acquired Novak Financial Planning (NFP) of Bel Air, Maryland. Founded in 1987 by husband-and-wife team Dan and Carol Novak, NFP specializes... |
| 27.10.2020 | Allworth Financial Announces the Acquisition of Pathways Financial Partners of Tucson, Arizona | SACRAMENTO, Calif. – Allworth Financial (“Allworth”) has entered into a definitive agreement to acquire Pathways Financial Partners (“Pathways”) of Tucson, Arizona. With roughly $158 million in assets under management, Pathways becomes Allw... |
| 20.10.2020 | Parthenon Capital Agrees to Sell its Stake in Allworth Financial | SACRAMENTO, CA and SAN FRANCISCO, CA – Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced today it has signed a definitive agreement to sell its position in Allworth Financial (“Allworth” or the “Compa... |
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