Axia Advisory Corporation
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Axia Advisory Corporation - overview
Established
1992
Location
Indianapolis, IN, US
Primary Industry
Financial Services
About
Axia Advisory Corporation, headquartered in Indianapolis, US, specializes in retirement plan consulting and investment management, providing tailored advisory services to various businesses across the United States. Founded in 1992, Axia Advisory Corporation operates as a retirement plan consulting firm assisting plan sponsors with complex retirement strategies. The firm does not have any known subsidiaries or parent companies. As of April 14, 2026, Axia was acquired by Fiducient Advisors LLC, a portfolio company of Wealthspire Advisors.
The details of the financial terms remain undisclosed. The founder's history and any prior ventures are not publicly available. Axia Advisory specializes in comprehensive retirement plan consulting, investment management consulting, and private wealth management. They assist plan sponsors in navigating both qualified and non-qualified retirement plans through a structured fiduciary process, ensuring effective management of retirement programs and investment strategies for a diverse clientele, including small businesses and large corporations across various industries in the United States.
Axia Advisory generates revenue primarily through a fee-only advisory model. This includes consulting services related to retirement plan management and investment strategies, with revenue derived from advisory fees that may encompass set fees for consulting projects, ongoing management fees, and performance-based fees. Specific pricing plans are not disclosed, but the firm's fiduciary responsibility positions it as a trusted partner for businesses. Following the acquisition by Fiducient Advisors LLC in April 2026, Axia Advisory plans to leverage its new partnership to enhance its service offerings and expand into new markets.
While specific new products or services have not been detailed for release, the firm is expected to focus on growing its footprint in additional geographical regions across the United States to meet the unique retirement needs of clients. The recent acquisition will support these initiatives, although specific funding allocations have not been disclosed.
Current Investors
Fiducient Advisors LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services
Website
www.axiaadvisory.com
Total Amount Raised
Subscriber access only
Axia Advisory Corporation - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, LP Direct | Completed | Axia Advisory Corporation | - |
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