About 1st Portfolio Wealth Advisors
1st Portfolio Wealth Advisors is a company based in Fairfax (United States) founded in 2005 was acquired by Sandy Spring Bank in November 2017.. 1st Portfolio Wealth Advisors operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Fairfax, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Sandy Spring Bank
(Nov 22, 2017)
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Funding Insights of 1st Portfolio Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in 1st Portfolio Wealth Advisors
1st Portfolio Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Sandy Spring Bank. 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.
| Investor | Description | Founded Year | Domain | Location |
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Commercial bank
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by 1st Portfolio Wealth Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - 1st Portfolio Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
1St Portfolio Wealth Advisors Comparisons
Competitors of 1st Portfolio Wealth Advisors
1st Portfolio Wealth Advisors 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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 |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on 1St Portfolio Wealth Advisors
Frequently Asked Questions about 1st Portfolio Wealth Advisors
When was 1st Portfolio Wealth Advisors founded?
1st Portfolio Wealth Advisors was founded in 2005.
Where is 1st Portfolio Wealth Advisors located?
1st Portfolio Wealth Advisors is headquartered in Fairfax, United States. It is registered at Fairfax, Virginia, United States.
What does 1st Portfolio Wealth Advisors do?
1st Portfolio Wealth Advisors was established in 2005 in Fairfax, United States, within the financial services sector. Wealth management operations are centered on advisory services for portfolios, investment planning, and financial strategies. Tailored solutions are offered to individuals and families, with a focus on long-term asset growth and risk assessment. The firm maintains its primary location in Fairfax, supporting regional clients through comprehensive wealth advisory practices.
Who are the top competitors of 1st Portfolio Wealth Advisors?
1st Portfolio Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Who are 1st Portfolio Wealth Advisors's investors?
1st Portfolio Wealth Advisors has 1 investor. Key investors include Sandy Spring Bank.