Insights

Strategic Technology Partnerships Arete Wealth's recent collaborations with Envestnet and Luma Financial Technologies highlight their active pursuit of cutting-edge wealth management technology, presenting opportunities to offer innovative financial tools, platform integrations, or consulting services.

Expansion Initiatives The firm's expansion into California and acquisition of Portsmouth Financial Services suggest a growth trajectory that could benefit from tailored products or services to support their regional scale-up and client onboarding processes.

Market Recognition Being recognized as a top independent broker-dealer in 2024 positions Arete Wealth as a prestigious partner, making it a promising target for premium service offerings such as advanced compliance solutions, marketing support, or executive benefits programs.

Asset Investment Activity Arete Wealth's recent investment into Prospect Capital indicates an active asset management approach, creating potential sales opportunities in alternative investments, private equity platforms, and specialized financial advisory services.

Industry Challenges Recent SEC charges related to illegal securities offerings highlight a need for enhanced compliance and risk management solutions, offering chances to provide regulatory technology, audit services, or advisory support.

Similar companies to Arete Wealth

Arete Wealth Tech Stack

Arete Wealth uses 8 technology products and services including Open Graph, particles.js, Lightbox, and more. Explore Arete Wealth's tech stack below.

Open Graph
Content Management System
particles.js
Javascript Graphics
Lightbox
Javascript Libraries
Instafeed.js
Javascript Libraries
Google Code Prettify
Miscellaneous
Yoast SEO
Search Engines
reCAPTCHA
Security
Apache HTTP Server
Web Servers

Media & News

Arete Wealth's Email Address Formats

Arete Wealth uses at least 1 format(s):

Arete Wealth Email Formats	Example	Percentage
First.Last@aretewealth.com	John.Doe@aretewealth.com	48%
FLast@aretewealth.com	JDoe@aretewealth.com	3%
F.Last@aretewealth.com	J.Doe@aretewealth.com	1%
First.Last@aretewealth.com	John.Doe@aretewealth.com	48%

Frequently Asked Questions

Where is Arete Wealth's headquarters located?

Arete Wealth's main headquarters is located at 1115 West Fulton Market Chicago, Illinois 60607 United States. The company has employees across 1 continents, including North America.

What is Arete Wealth's phone number?

You can contact Arete Wealth's main corporate office by phone at

+1-847-658-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Arete Wealth's stock symbol?

Arete Wealth is a publicly traded company; the company's stock symbol is N/A.

What is Arete Wealth's official website and social media links?

Arete Wealth's official website is aretewealth.com and has social profiles on LinkedIn.

What is Arete Wealth's SIC code NAICS code?

Arete Wealth's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Arete Wealth have currently?

As of February 2026, Arete Wealth has approximately 78 employees across 1 continents, including North America. Key team members include Chief Executive Officer: D. L.Chief Financial Officer: D. H.Chief Compliance Officer And General Counsel: B. C.. Explore Arete Wealth's employee directory with LeadIQ.

What industry does Arete Wealth belong to?

Arete Wealth operates in the Financial Services industry.

What technology does Arete Wealth use?

Arete Wealth's tech stack includes Open Graphparticles.jsLightboxInstafeed.jsGoogle Code PrettifyYoast SEOreCAPTCHAApache HTTP Server.

What is Arete Wealth's email format?

Arete Wealth's email format typically follows the pattern of First.Last@aretewealth.com. Find more Arete Wealth email formats with LeadIQ.

When was Arete Wealth founded?

Arete Wealth was founded in 2007.

Arete Wealth

Q: What is Arete Wealth's official website and social media links?

Arete Wealth's official website is aretewealth.com. Arete Wealth has social profiles on LinkedIn.

Q: How many employees does Arete Wealth have currently?

Arete Wealth has approximately 78 employees.

Q: What technology does Arete Wealth use?

Arete Wealth's tech stack includes RSS, X-UA-Compatible, OceanWP, WordPress, Google Code Prettify.

Financial ServicesIllinois, United States51-200 Employees

Arete Wealth is a family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm’s asset management for high-net worth individuals and institutions comes through investment banking, alternative investment access and private equity programs. Annually, the firm ranks as one of the top Independent Broker-Dealers in alternative investment revenues from InvestmentNews. Headquartered in Chicago, Arete Wealth investments and services are offered through 50 offices and 230 registered advisors nationwide. Find out more at www.aretewealth.com.