About 20/20 Financial Advisers
20/20 Financial Advisers is a company based in Houston (United States) founded in 2004 by Samir Thakkar was acquired by Prime Capital Investment Advisors in December 2021.. 20/20 Financial Advisers has raised $400 thousand across 1 funding round from investors including Prime Capital Investment Advisors. 20/20 Financial Advisers offers products and services including Holistic Financial Planning, Wealth Management, and Retirement Planning. 20/20 Financial Advisers operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Houston, United States
- Founders Samir Thakkar
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Prime Capital Investment Advisors, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$400 K (USD)
in 1 rounds
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Latest Funding Round
$400 K (USD), Seed
Oct 28, 2015
- Investors
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Employee Count
Employee Count
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Acquired by
Prime Capital Investment Advisors
(Dec 02, 2021)
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Products & Services of 20/20 Financial Advisers
20/20 Financial Advisers offers a comprehensive portfolio of products and services, including Holistic Financial Planning, Wealth Management, and Retirement Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Customized planning for budgets, insurance, and estate needs.
Balancing and managing investment portfolios for growth.
Strategies to reduce taxes and maximize retirement income.
Funding Insights of 20/20 Financial Advisers
20/20 Financial Advisers has successfully raised a total of $400K through 1 strategic funding round. The most recent funding activity was a Seed round of $400 thousand completed in October 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Seed — $400,000
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First Round
First Round
(28 Oct 2015)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2015 | Amount | Seed - 20/20 Financial Advisers | Valuation |
investors |
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| 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 |
Investors in 20/20 Financial Advisers
20/20 Financial Advisers has secured backing from 1 investor. Prominent investors backing the company include Prime Capital Investment Advisors. 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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Provider of asset & wealth management, investment advisory, and financial planning services
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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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Founded Year | Domain | Location | |
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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 20/20 Financial Advisers
| 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 - 2020 Financial Advisers
| 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 |
20/20 Financial Advisers Comparisons
Competitors of 20/20 Financial Advisers
20/20 Financial Advisers 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
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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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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Frequently Asked Questions about 20/20 Financial Advisers
When was 20/20 Financial Advisers founded?
20/20 Financial Advisers was founded in 2004 and raised its 1st funding round 11 years after it was founded.
Where is 20/20 Financial Advisers located?
20/20 Financial Advisers is headquartered in Houston, United States. It is registered at Houston, Texas, United States.
Who is the current CEO of 20/20 Financial Advisers?
Samir Thakkar is the current CEO of 20/20 Financial Advisers. They have also founded this company.
Is 20/20 Financial Advisers a funded company?
20/20 Financial Advisers is a funded company, having raised a total of $400K across 1 funding round to date. The company's 1st funding round was a Seed of $400K, raised on Oct 28, 2015.
What does 20/20 Financial Advisers do?
2020 Financial Advisers was established in 2004 in Houston, United States, with Samir Thakkar serving as founder and CEO. Operations center on the financial services sector, where investment advisory and wealth management are delivered to individual and institutional clients. Personalized strategies are developed to address portfolio optimization and long-term financial planning needs. The firm maintains a focus on domestic markets from its Texas base.
Who are the top competitors of 20/20 Financial Advisers?
20/20 Financial Advisers's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does 20/20 Financial Advisers offer?
20/20 Financial Advisers offers Holistic Financial Planning, Wealth Management, and Retirement Planning.
Who are 20/20 Financial Advisers's investors?
20/20 Financial Advisers has 1 investor. Key investors include Prime Capital Investment Advisors.