About Algonquin Advisors
Algonquin Advisors is a company based in Greenwich (United States) founded in 1998 by George Hubbard was acquired by Cerity Partners in December 2020. Algonquin Advisors has raised $880 thousand across 1 funding round from investors including Cerity Partners. Algonquin Advisors offers products and services including Wealth Management, Investment Solutions, Tax Planning, and Estate Planning. Algonquin Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Greenwich, United States
- Founders George Hubbard
-
Sectors
Financial Services
-
Phone
Locked
-
Website
Locked
-
Social
Locked
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Total Equity Funding
$880 K (USD)
in 1 rounds
-
Latest Funding Round
$880 K (USD), Unspecified
Mar 02, 2012
- Investors
-
Employee Count
Not available
-
Acquired by
Cerity Partners
(Dec 15, 2020)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Algonquin Advisors
Algonquin Advisors offers a comprehensive portfolio of products and services, including Wealth Management, Investment Solutions, Tax Planning, and Estate Planning.
Provides integrated planning for personal and professional finances.
Offers strategies to grow and safeguard client portfolios.
Delivers optimization and preparation for tax obligations.
Assists in preserving legacies and minimizing tax burdens.
Funding Insights of Algonquin Advisors
Algonquin Advisors has successfully raised a total of $880K through 1 strategic funding round. The most recent funding activity was a Unspecified round of $880 thousand completed in March 2012. 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.
Investors in Algonquin Advisors
Algonquin Advisors has secured backing from 1 investor. Prominent investors backing the company include Cerity Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Wealth management and planning services are provided online.
|
Locked | Locked | Locked |
Investor details for Algonquin Advisors
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Algonquin Advisors
Investment portfolio details for Algonquin Advisors
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Algonquin Advisors
Detailed financials for Algonquin Advisors
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Algonquin Advisors Comparisons
Peer comparison for Algonquin Advisors
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Algonquin Advisors
Algonquin 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 Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Wealth management, investment advisory, and financial services are provided.
|
|
| Locked | Locked | Locked |
Wealth management solutions are delivered for asset managers.
|
|
| Locked | Locked | Locked |
Northwestern Mutual is engaged in financial planning and insurance services.
|
|
| Locked | Locked | Locked |
Mutual life insurance and asset management services are provided.
|
Detailed competitors of Algonquin Advisors
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Algonquin Advisors
Complete news archive for Algonquin Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Algonquin Advisors
Algonquin Advisors was founded in 1998 and raised its 1st funding round 14 years after it was founded.
Algonquin Advisors is headquartered in Greenwich, United States. It is registered at Greenwich, Connecticut, United States.
John Hyman is the current CEO of Algonquin Advisors.
Algonquin Advisors is a funded company, having raised a total of $880K across 1 funding round to date.
Algonquin Advisors was established in 1998 as a diversified investment management firm based in Greenwich, United States. Operations focus on managing investment portfolios across multiple asset classes for institutional and private clients. Services encompass asset allocation, risk assessment, and portfolio optimization within the financial sector. Geographic emphasis remains on the U.S. market, with key leadership including founder George Hubbard and CEO John Hyman.
Algonquin Advisors's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
Algonquin Advisors offers Wealth Management, Investment Solutions, Tax Planning, and Estate Planning.
Algonquin Advisors has 1 investor. Key investors include Cerity Partners.