Arete Wealth
Finance · Illinois, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
1115 W Fulton Market Fl 3, Chicago, Illi...Phone Number
(312) 940-3684Website
www.aretewealth.comRevenue
$28.5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
3
2
2
About Arete Wealth
Arete Wealth is a full-service financial firm that provides Broker Dealer, Registered Investment Advisory, and Insurance services. With over 15 years of experience, the company specializes in a diverse range of investments, meticulously curated by a skilled team. Their sophisticated approach to wealth management appeals to both individual investors and financial advisors seeking guidance in wealth planning. Arete Wealth is recognized as a leading firm in financial management, prioritizing client-centered and independent service.Explore more
Arete Wealth Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Arete Wealth your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Arete Wealth had a recent Job posting/layoffs
Product Launch: Get notified when Arete Wealth launches new products
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check if Arete Wealth has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at Arete Wealth
Funding: Get notified immidiatlly once Arete Wealth has new funding data
Website visits: Recent activity has been detected on your website
Earning: See what the market has to say on Arete Wealth recently announced quarterly report
Arete Wealth, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Arete Wealth is spiking on competitors!
Recommended Actions
Find VP level buyers at Arete Wealth
Find more new buyers
Compare Similar Companies to Arete Wealth
Compare insights from companies similar to Arete Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Arete Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Arete Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Arete Wealth.
Arete Wealth Tech Stack
A closer look at the technologies used by Arete Wealth
See more technologies
Most Recent Scoops
Left Company
Executive Move
Executive Moves, Left Company, Board of Directors
Lateral Move
Executive Move
Executive Moves, Lateral Move
Executive Move
Executive Moves, Board of Directors
Promotion
Executive Move
Executive Moves, Promotion
Promotion
Executive Move
Executive Moves, Promotion
Arete Wealth News & Media
$7B Arete Wealth's Founder Steps Down as CEO
Arete COO David Levine will succeed founder Joshua Rogers as CEO of the holding company.Arete Wealth Announces Strategic C-Suite Leadership Transitions to Support Next Phase of Growth
CHICAGO, Feb. 6, 2026 /PRNewswire/ -- Arete Wealth, Inc. ("AWI"), the parent holding company of Arete Wealth Management, LLC ("AWM"), a FINRA-registered broker-dealer; Arete Wealth Advisors, LLC ("AWA"), an SEC-registered investment adviser; and Arete Insurance Agency, LLC ("AIA"), a...Sycamore to Provide Arete Wealth with Tech Platform to Drive Efficiencies
Cloud-based platform built on Salesforce includes solutions for data management, compliance, compensation management and more BUFFALO, N.Y., May 20, 2025 /PRNewswire/ -- Leading wealthtech firm The Sycamore Company (Sycamore) today announced that it has signed an agreement with Arete...Arete Wealth Announces Partnership with Envestnet to Enhance Advisory Platform
Top Broker-Dealer Continues Technology Expansion to Elevate Advisory Solutions CHICAGO, April 9, 2025 /PRNewswire/ -- Arete Wealth, a leading broker-dealer and registered investment advisory firm, is pleased to announce the execution of a new long-term contract with Envestnet, a...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Frequently Asked Questions Regarding Arete Wealth
Sign Up For FreeTo access detailed company insights
Arete Wealth is a full-service financial firm that provides Broker Dealer, Registered Investment Advisory, and Insurance services. With over 15 years of experience, the company specializes in a diverse range of investments, meticulously curated by a skilled team. Their sophisticated approach to wealth management appeals to both individual investors... Read More
