About Algonquin Advisors
Algonquin Advisors is a Financial Services company based in Greenwich (United States) founded in 1998 by George Hubbard, and was acquired by Cerity Partners in December 2020. It operates as a diversified investment management services are provided to various clients. Algonquin Advisors has raised $880 thousand across 1 funding round from investors including Cerity Partners. Its chief executive is John Hyman. Algonquin Advisors offers products and services including Wealth Management, Investment Solutions, Tax Planning, and Estate Planning. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual and 5 more; 4 of its 10 listed competitors have raised funding.
Company details
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.
- Headquarters Greenwich, United States
- Founders George Hubbard
- SectorsFinancial Services
- Phone•••• ••••
- Website algonquinadvisors.com
- Social LinkedIn
- Acquired by Cerity Partners (Dec 2020)
- Total Equity Funding$880K (USD)
in 1 rounds
- Latest Funding Round$880K (USD), Unspecified
Mar 2012
- Investors
- Acquired byCerity Partners
(Dec 2020)
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.
- Total Funding $880,000
- Total Rounds 1
- Last Round Unspecified — $880,000
- First Round $880,000
(Mar 2012)
All 1 funding rounds of Algonquin Advisors 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 |
|---|---|---|---|---|---|
| Mar 2012 | $880,000 | Unspecified | – | – | – |
1 investors in total: 1 institutional.
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. | 2011 | ceritypartners.com | New York, United States |
Investor details for Algonquin Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Algonquin Advisors
2 people are tracked at Algonquin Advisors (2 in leadership).
| Name | Role | Group |
|---|---|---|
George Hubbard | Founder | Leadership |
John Hyman | CEO | Leadership |
Complete people profiles for Algonquin Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Algonquin Advisors
3 dated milestones of Algonquin Advisors across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Algonquin Advisors is founded.
- Funding First funding round of $880K.
- Exit Acquired by Cerity Partners.
Competitors of Algonquin Advisors
Algonquin Advisors has 10 listed competitors in our database, 4 of them funded. They include Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
| 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 | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors |
Detailed competitors of Algonquin Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
10 companies that operate in the same segment as Algonquin Advisors (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 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. The company's 1st funding round was a Unspecified of $880K, raised on Mar 2012.
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.
Yes. Algonquin Advisors was acquired by Cerity Partners in December 2020.