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
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Sectors
Financial Services
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Phone
*********
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$880 K (USD)
in 1 rounds
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Latest Funding Round
$880 K (USD), Unspecified
Mar 02, 2012
- Investors
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Employee Count
Employee Count
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Acquired by
Cerity Partners
(Dec 15, 2020)
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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 Total Funding
- Total Rounds 1
- Last Round Unspecified — $880,000
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First Round
First Round
(02 Mar 2012)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2012 | Amount | Unspecified - Algonquin Advisors | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Algonquin Advisors
Algonquin Advisors has secured backing from 1 investor. Prominent investors backing the company include Cerity Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Wealth management and planning services are provided online.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Algonquin Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Algonquin Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Algonquin Advisors Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Algonquin Advisors
When was Algonquin Advisors founded?
Algonquin Advisors was founded in 1998 and raised its 1st funding round 14 years after it was founded.
Where is Algonquin Advisors located?
Algonquin Advisors is headquartered in Greenwich, United States. It is registered at Greenwich, Connecticut, United States.
Who is the current CEO of Algonquin Advisors?
John Hyman is the current CEO of Algonquin Advisors.
Is Algonquin Advisors a funded company?
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 02, 2012.
What does Algonquin Advisors do?
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.
Who are the top competitors of Algonquin Advisors?
Algonquin Advisors's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Algonquin Advisors offer?
Algonquin Advisors offers Wealth Management, Investment Solutions, Tax Planning, and Estate Planning.
Who are Algonquin Advisors's investors?
Algonquin Advisors has 1 investor. Key investors include Cerity Partners.