Cetera Financial Group

About Cetera Financial Group

Cetera Financial Group is a premier wealth hub dedicated to helping financial professionals and institutions empower everyday people with greater financial well-being. They focus on providing market research, investment guidance, technology, platforms, and programs to support advisors and clients in achieving their goals.

Products & Services

Solutions for Financial Advisors:Technology, tools, and teams designed to drive growth for financial advisors.

Solutions for Financial Institutions:Programs designed for outsized success in financial institutions.

AdviceWorks Platform:A proprietary platform to enhance client collaboration and demonstrate the value of advice.

MarketingCentral:Customized marketing plans and content to strengthen brand, deepen client engagement, and support organic growth.

Growth Guarantee Program:A unique program that helps advisors grow their businesses 50% more than peers not using it.

Onboarding Experience:A white-glove onboarding service ensuring 95% AUM transition in 45-60 days.

Research and Insights:Investment guidance and market analysis to provide clarity on market trajectories and investor behavior.

Specialties

Wealth Management Investment Advisory Services Brokerage Services Financial Technology Advisor Support and Growth Programs

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Equity Reinvestment T: - FT: Equity Reinvestment	A: 13500000000 MR: - FA: 13.5 billion FAN: 13500000000	D: 2023-12-22 FD: 2023-12-22	1 investors
2	RT: Funding Round T: - FT: N/A	A: 13000000000 MR: - FA: more than $13 billion FAN: 13000000000	D: 2023-02-01 FD: 2023-02-01	-

Equity Reinvestment Latest

2023-12-22

$13.5B

1 investor (Pro only)

Funding Round 2023-02-01

$13.0B

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

M

Michael Durbin

Chief Executive Officer

J

Jeffrey Buchheister

Chief Financial Officer

L

Lisa Gok

Chief Legal Officer

T

Tom Gooley

Chief Operating Officer

J

Jenifer Kerr

Chief Human Resources Officer

T

Todd Mackay

President of Cetera Wealth Management

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