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Cetera Financial Group company logo
Corporation
FINANCIAL | Asset/Financial Management
cetera.com

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Competitors

1

Business Relationships

10

Cetera Financial Group Competitors & Alternatives

1 Competitor

Cetera Financial Group has 1 competitor. Cetera Financial Group's competitor is LPL Financial.

Latest Funding

Companies

Investment Stage

Total Funding

Mosaic
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

Location

11/18/2010

IPO

California

Latest Funding

11/18/2010

Companies

Investment Stage

IPO

Total Funding

Mosaic

Location

California

Cetera Financial Group Partners & Customers

10 Partners and customers

Cetera Financial Group has 10 strategic partners and customers. Cetera Financial Group recently partnered with AdvicePay, and Docupace on May 5, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

5/18/2021

Partner

AdvicePay, and Docupace

United States

Docupace and AdvicePay Launch a New API with Cetera.

Initially built and launched to provide Cetera Investment Services LLC 's nearly 8,000 financial advisors with access to AdvicePay via Docupace , the integration is available to all Docupace clients upon request .

1

2/25/2021

Vendor

SIMON Markets

United States

SIMON and Cetera Launch Innovative Access To Annuity Solutions

SIMON and Cetera have announced a new collaboration that delivers SIMON 's award-winning insurtech platform for annuities to all Cetera financial professional s .

1

2/12/2021

Vendor

Envestnet

United States

Envestnet : & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

CHICAGO , Feb. 12 , 2021 / PRNewswire / -- Envestnet , Inc. has renewed its agreement with Cetera Investment Services LLC , providing Cetera Investment Services LLC 's network of over 8,000 independent financial professionals with the full range of technology , data , and solutions available on Envestnet , Inc. 's unified advice platform .

4

2/12/2021

Licensor

Envestnet

United States

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10

1/19/2021

Vendor

Riskalyze

United States

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10

Date

5/18/2021

2/25/2021

2/12/2021

2/12/2021

1/19/2021

Type

Partner

Vendor

Vendor

Licensor

Vendor

Business Partner

AdvicePay, and Docupace

SIMON Markets

Envestnet

Envestnet

Riskalyze

Country

United States

United States

United States

United States

United States

News Snippet

Docupace and AdvicePay Launch a New API with Cetera.

Initially built and launched to provide Cetera Investment Services LLC 's nearly 8,000 financial advisors with access to AdvicePay via Docupace , the integration is available to all Docupace clients upon request .

SIMON and Cetera Launch Innovative Access To Annuity Solutions

SIMON and Cetera have announced a new collaboration that delivers SIMON 's award-winning insurtech platform for annuities to all Cetera financial professional s .

Envestnet : & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

CHICAGO , Feb. 12 , 2021 / PRNewswire / -- Envestnet , Inc. has renewed its agreement with Cetera Investment Services LLC , providing Cetera Investment Services LLC 's network of over 8,000 independent financial professionals with the full range of technology , data , and solutions available on Envestnet , Inc. 's unified advice platform .

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Sources

1

1

4

10

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