Company profile

Annex Wealth Management

Annex Wealth Management appears in the Funded Baby acquisition ledger as an acquirer.

Location: Not listed
Website: Not listed

Funding

No round listed

This company does not appear in the current investment-round dataset.

Acquisition activity

Companies acquired

Marietta Investment PartnersUndisclosed

Hiring

10 open roles

See in the job index

Associate Wealth Manager - Whitefish Bay, WINew
Whitefish Bay, WI
Other
Client Service ManagerNew
Wisconsin (Multiple Locations)
Other
Estate Planning Attorney - Brookfield, WINew
Brookfield, WI
Other
Insurance Planning Associate - Brookfield, WINew
Brookfield, WI
Other
Senior Tax Manager - Brookfield, WINew
Brookfield, WI
Finance
Summer 2027 Internship ProgramNew
Brookfield, WI
Other
Supervisor of Client Service - Delafield, WINew
Delafield, WI
Other
Talent Acquisition Specialist - Brookfield, WINew
Brookfield, WI
People & recruiting
Tax Associate - Brookfield, WI or Libertyville, ILNew
Brookfield, WI
Finance
Wealth ManagerNew
Wisconsin (Multiple Locations)
Other