ANNEX WEALTH MANAGEMENT

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served14+2 YoYRank #1167 of mapped providers

Assets under administration$13.2B0.0%Market share · rank #1078

Fees received$475,446Median $38,989/planSum across Schedule C direct + indirect

Net wins YoY+02 won · 2 lostPlan-level switch detection

See full ANNEX WEALTH MANAGEMENT analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.