About A Plus Capital
A Plus Capital is a company based in New York (United States) founded in 2017 by Ruben Lerner and Manuel Uranga. It operates as a B2C. A Plus Capital offers products and services including Portfolio Management, Lending Solutions, Cash Management, and Trustee Services. A Plus Capital operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter New York, United States
- Founders Ruben Lerner, Manuel Uranga
- SectorsFinancial Services
- Email••••••••
- Website apluscapital.com
- Legal Name A Plus Capital Llc
Products & Services of A Plus Capital
A Plus Capital offers a comprehensive portfolio of products and services, including Portfolio Management, Lending Solutions, Cash Management, and Trustee Services.
Manages investment portfolios to optimize returns and minimize risks.
Offers lending options to support client financial needs and goals.
Handles cash flow for efficient liquidity and investment opportunities.
Provides trustee support for estate and trust administration services.
People of A Plus Capital
4 people are tracked at A Plus Capital (4 in leadership).
| Name | Role | Group |
|---|---|---|
Ruben Lerner | Co-Founder, Managing Partner | Leadership |
Manuel Uranga | Co-Founder | Leadership |
Ariel Materin | Director of Sales | Leadership |
Maria Judith Dib | VP of Client Relations | Leadership |
Complete people profiles for A Plus Capital
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Competitors of A Plus Capital
A Plus Capital 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | $15.66M | 97 | Provider of wealth management services | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed competitors of A Plus Capital
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Latest news on A Plus Capital
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Similar companies to A Plus Capital
10 companies that operate in the same segment as A Plus Capital (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about A Plus Capital
A Plus Capital was founded in 2017.
A Plus Capital is headquartered in New York, United States. It is registered at New York, New York, United States.
A Plus Capital is an independent firm delivering global wealth management solutions through services like portfolio management, lending, cash management, and trustee services. It focuses on managing investment risks, meeting clients liquidity needs and financial goals. Based in New York, the firm serves investment clients worldwide with personalized advisory approaches.
A Plus Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.
A Plus Capital offers Portfolio Management, Lending Solutions, Cash Management, and Trustee Services.
A Plus Capital operates through A Plus Capital Llc.