About Accord Group
Accord Group is a company based in San Francisco (United States) founded in 2009 by Desi Co, Jeff Sobczynski, and Jack Berquist. Accord Group has raised $6.77 million across 3 funding rounds. The company has 13 employees as of December 31, 2022. Accord Group offers products and services including Strategic Investment and Capital Advisory. Accord Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter San Francisco, United States
- Employees 13 as on 31 Dec, 2022
- Founders Desi Co, Jeff Sobczynski, Jack Berquist
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Sectors
Financial Services
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Email
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Phone
Locked
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Website
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Social
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- Legal Name Accord Group Holdings
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$6.77 M (USD)
in 3 rounds
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Latest Funding Round
$3.95 M (USD), Series A
Dec 14, 2020
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Investors
Not available
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Employee Count
13
as on Dec 31, 2022
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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.
Investments & Acquisitions by Accord Group
Investment portfolio details for Accord Group
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Financial Statements - Accord Group
Detailed financials for Accord Group
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Accord Group Comparisons
Peer comparison for Accord Group
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Competitors of Accord Group
Accord Group 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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Accord Group
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Latest news on Accord Group
Complete news archive for Accord Group
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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.
As of Dec 31, 2022, the latest employee count at Accord Group is 13.
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, Investec and S&P Global.
Accord Group offers Strategic Investment and Capital Advisory.