1st Global

Dallas, United States Founded: 1995 • Age: 31 yrs Acquired By Blucora
Diversified asset management services are provided to various clients.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors 10 Brand Intelligence

About 1st Global

1st Global is a company based in Dallas (United States) founded in 1995 was acquired by Blucora in March 2019. 1st Global operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Dallas, United States
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    Blucora

    (Mar 19, 2019)

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People of 1st Global

Headcount 200-500
Employee Profiles 8
Employee Profiles
People
Sarah Merrill
WIN Event Planner
People
John Mims
Business Development Research Analyst; Business Development Marketing Director
People
Trent Lujin
Relationship Manager
People
Robert Jackson Cfp®
Vice President, Advisory Solutions

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Funding Insights of 1st Global

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Detailed funding history for 1st Global

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Investors in 1st Global

1st Global has secured backing from 1 investor. Prominent investors backing the company include Blucora.

All
Investor Description Founded Year Domain Location
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Investor details for 1st Global

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Investments & Acquisitions by 1st Global

Investments
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Investment portfolio details for 1st Global

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Financial Statements - 1st Global

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Detailed financials for 1st Global

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1St Global Comparisons

1st Global Primary company
Description
Diversified asset management services are provided to variou...
Location
Dallas, United States
Founded Year
1995
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for 1st Global

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Competitors of 1st Global

1st Global operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
Locked Locked Locked
Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
Locked Locked Locked
Retirement, investment, and insurance products and services are provided.
Locked Locked Locked
Asset management and investment advisory services are provided to clients.
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Detailed competitors of 1st Global

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Latest news on 1St Global

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Complete news archive for 1st Global

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Frequently Asked Questions about 1st Global

1st Global was founded in 1995.

1st Global is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.

Avantax was established in 1995 as a diversified asset management firm based in Dallas, United States. Operations focus on asset management within the financial services sector, where investment advisory and wealth management solutions are delivered to individual and institutional clients. Services encompass portfolio management, retirement planning, and risk assessment, primarily conducted through digital and advisory platforms. Geographic presence centers on the U.S. market, with oversight from the Dallas headquarters.

1st Global's top competitors include Fidelity Investments, Investec and S&P Global.

1st Global has 1 investor. Key investors include Blucora.

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