Annex

Provider of investment management, retirement planning, tax preparation, and other services

placeWaukesha, Wisconsin, United States calendar_todayFounded 2010 groups121 employees language annexwealth.com

Registered entities

Social engagement

Social engagement: 4.3K social following, 9 posts in the last 12 months — below the industry typical range.

Recent activity

2 Jul 2026
Event
Navigating The Markets
30 Jun 2026
Event
Point Taken on WTMJ
26 Jun 2026
Event
Navigating The Markets
Coming soon