About Accord Group
Accord Group is a Financial Services company based in San Francisco (United States) founded in 2009 by Desi Co, Jeff Sobczynski, and Jack Berquist. Diversified investment management services are provided to clients. Accord Group has raised $6.77 million across 3 funding rounds. The company has 13 employees. Accord Group offers products and services including Strategic Investment and Capital Advisory. Its focus areas include Asset Management and Diversified. Its legal entity is Accord Group Holdings. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Accord Group diversified investment management firm, focusing on offering financial products and advice, managing assets, and diversified. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters San Francisco, United States
- Employees 13
- Founders Desi Co, Jeff Sobczynski, Jack Berquist
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website accord-group.net
- Social LinkedIn
- Legal Name Accord Group Holdings
- Total Equity Funding$6.77M (USD)
in 3 rounds
- Latest Funding Round$3.95M (USD), Series A
Dec 2020
- Employee Count13
Products & Services of Accord Group
Accord Group offers a comprehensive portfolio of products and services, including Strategic Investment and Capital Advisory.
Direct capital investment through co-investment with clients.
Provides expertise in structuring and investor relationships globally.
Funding Insights of Accord Group
Accord Group has successfully raised a total of $6.77M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $3.95 million completed in December 2020. 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 $6.77M
- Total Rounds 3
- Last Round Series A — $3.95M
- First Round $2.82M
(Apr 2014)
All 3 funding rounds of Accord Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2020 | $3.95M | Series A | – | – | – |
| Mar 2017 | $2.23M | Debt – Conventional | – | – | – |
| Apr 2014 | $2.82M | Seed | – | – | – |
People of Accord Group
4 people are tracked at Accord Group (4 in leadership); the tracked headcount is 13.
| Name | Role | Group |
|---|---|---|
Desi Co | Co-Founder & Managing Partner | Leadership |
Jeff Sobczynski | Co-Founder & Managing Partner | Leadership |
Jack Berquist | Co-Founder & Managing Partner | Leadership |
Alexander Kerscher | Managing Director | Leadership |
Complete people profiles for Accord Group
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Timeline of Accord Group
3 dated milestones of Accord Group across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Accord Group is founded.
- Funding First funding round of $2.8M.
- Funding Latest funding round, Series A, of $4.0M.
Competitors of Accord Group
Accord Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Accord Group
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Web traffic of Accord Group
The website of Accord Group (accord-group.net) receives about 1.6K visits a month.
- Monthly visits1.6K
▲ 13.1% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Accord Group (Asset Management) in United States, 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 | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Accord Group
Accord Group was founded in 2009 and raised its 1st funding round 5 years after it was founded.
Accord Group is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Accord Group is a funded company, having raised a total of $6.77M across 3 funding rounds to date. The company's 1st funding round was a Seed of $2.82M, raised on Apr 2014.
Accord Group has 13 employees.
Accord Group diversified investment management firm, focusing on offering financial products and advice, managing assets, and diversified. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
Accord Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Accord Group offers Strategic Investment and Capital Advisory.
Accord Group operates through Accord Group Holdings.