1st Global

Dallas, United States Founded: 1995 • Age: 31 yrs Acquired By Blucora
Diversified asset management services are provided to various clients.
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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
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • 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

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in 1st Global

1st Global has secured backing from 1 investor. Prominent investors backing the company include Blucora. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
-
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by 1st Global

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - 1st Global

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

1St Global Comparisons

Employees
+
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on 1St Global

Frequently Asked Questions about 1st Global

When was 1st Global founded?

1st Global was founded in 1995.

Where is 1st Global located?

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

What does 1st Global do?

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.

Who are the top competitors of 1st Global?

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

Who are 1st Global's investors?

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

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