World Trend Financial is an Iowa-based financial firm that provides services including wealth management, tax and retirement planning for individuals and businesses...

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OverviewCompetitorsNews & Insights

World Trend Financial is an Iowa-based financial firm that provides services including wealth management, tax and retirement planning for individuals and businesses...

Read more
World Trend Financial President: Tory Meiborg

President

Tory Meiborg

CEO Approval Rating

90/100

1991

PrivateAcquired by Savant Wealth Management

Banking, Financial Services and Insurance
Asset & Investment Management

Est. Annual Revenue
$5.0-25M
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Est. Employees
25-100
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News

Acquisition
Oct 04, 2022
InvestmentNews
World Trend Financial Was acquired by Savant Wealth Management for undisclosed amounted

World Trend Financial Competitors

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World Trend Financial Headquarters

221 Third Ave SE Suite 215

Cedar Rapids, Iowa52401

319-364-3041

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World Trend Financial Summary

ABOUT

Overview

World Trend Financial is an Iowa-based financial firm that provides services including wealth management, tax and retirement planning for individuals and businesses. World Trend Financial was founded in 1991. World Trend Financial's headquarters is lo...

CEO

World Trend Financial's President, Tory Meiborg, currently has an approval rating of 90%. World Trend Financial's primary competitors are Eplp, EP Wealth & Avior Wealth Management.

Website

worldtrendfps.com

Competitors

View 3 World Trend Financial competitors here.

Acquisitions

There have been no acquisitions found related to World Trend Financial

Funding

Funding data cannot be found related to World Trend Financial

Investments

Recent investment data cannot be found related to World Trend Financial

Frequently Asked Questions about World Trend Financial

  1. When was World Trend Financial founded?

    World Trend Financial was founded in 1991

  2. Who is World Trend Financial's CEO?

    World Trend Financial's CEO is Tory Meiborg

  3. How much revenue does World Trend Financial generate?

    World Trend Financial generates $15M in revenue

  4. How much funding does World Trend Financial have?

    World Trend Financial has historically raised $0 in funding

  1. Where is World Trend Financial's headquarters?

    World Trend Financial's headquarters is in Cedar Rapids Iowa, USA

  2. How many employees does World Trend Financial have?

    World Trend Financial has 50 employees

  3. What sector does World Trend Financial operate in?

    World Trend Financial is in Asset & Investment Management

  4. Who are World Trend Financial's competitors?

    World Trend Financial's top competitors are Eplp, EP Wealth, Avior Wealth Management
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