Insights

Strong Industry Presence Arete Wealth manages over 6.8 billion dollars in assets and is recognized as a top independent broker-dealer, indicating a substantial and reputable client base that values high-performance and industry recognition.

Recent Strategic Partnerships The firm’s collaborations with Envestnet, Luma Financial Technologies, and Pershing demonstrate an openness to integrating advanced technology solutions and expanding operational capabilities, creating opportunities for tech vendors and service providers.

Expanding Geographic Footprint Recent office expansions into California suggest a focus on growth in key markets, which may present opportunities for local service providers, recruiting platforms, or regional financial technology services.

Recognition and Awards Being named a top independent broker-dealer in 2024 and ranking highly for advisor productivity in 2026 showcase the firm’s competitive edge and the potential for partnerships that enhance operational efficiency and advisor performance.

Technology Usage & Compliance Employing diverse tech tools like Open Graph, Yoast SEO, and reCAPTCHA, alongside recent compliance challenges, indicates an ongoing need for advanced compliance solutions, cybersecurity services, and digital marketing enhancements to support growth and mitigate risks.

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 FormatsExamplePercentage
First.Last@aretewealth.comJohn.Doe@aretewealth.com
93%
FLast@aretewealth.comJDoe@aretewealth.com
6%
F.Last@aretewealth.comJ.Doe@aretewealth.com
1%

Frequently Asked Questions

Where is Arete Wealth's headquarters located?

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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?

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You can contact Arete Wealth's main corporate office by phone at . 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 official website and social media links?

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

What is Arete Wealth's SIC code NAICS code?

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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?

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As of April 2026, Arete Wealth has approximately 79 employees across 1 continents, including North America. Key team members include Chief Executive Officer: D. L.Chief Financial Officer: D. H.Chief Financial Officer: G. W.. Explore Arete Wealth's employee directory with LeadIQ.

What industry does Arete Wealth belong to?

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Arete Wealth operates in the Financial Services industry.

What technology does Arete Wealth use?

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

What is Arete Wealth's email format?

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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?

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Arete Wealth was founded in 2007.

Arete Wealth

Financial ServicesIllinois, United States51-200 Employees

Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management. Founded in 2007, the firm and its family of companies provide full-service Broker-Dealer, Registered Investment Advisory, and Insurance solutions to advisors and the investors they serve.

A recognized independent Broker-Dealer and Registered Investment Advisor, Arete integrates disciplined wealth management with structured access to alternative investments and private market opportunities. The firm’s capabilities span wealth management, alternative investments, capital markets, investment banking, and specialty advisory services.

Known for its selective approach and rigorous due diligence, Arete evaluates opportunities across public and private markets to determine what may be appropriate for its advisors and their clients. Through thoughtful structuring and independent judgment, the firm supports long-term portfolio construction—advancing wealth through disciplined, intentional growth.

Section iconCompany Overview

Headquarters
1115 West Fulton Market Chicago, Illinois 60607 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Arete Wealth's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Arete Wealth's revenue is estimated to be in the range of $100M$250M

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