Almanack

Wayne, United States
Wealth management and advisory services are provided by Almanack.
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About Almanack

Almanack is a company based in Wayne (United States). It operates as a Professional Services. Almanack offers products and services including Wealth Management Solutions, Risk Managed Model Portfolios, and Alternative Investments.

  • Headquarter Wayne, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Almanack

Almanack offers a comprehensive portfolio of products and services, including Wealth Management Solutions, Risk Managed Model Portfolios, and Alternative Investments. 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.

Primary

Tailored portfolios are offered for individual investor needs.

Model portfolios are designed with integrated risk management.

Private fund options are provided for qualified investors.

People of Almanack
Headcount 10-50
Employee Profiles 4
Board Members and Advisors 8
Employee Profiles
People
James W. Judge
Senior Director
People
Kevin Harper
Co-Founder, Chief Investment Officer
People
Athanasios Tsirukis
Director of Research
People
Megen Reilly-Hemdal
Operations & Compliance

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Board Members and Advisors
people
Jeff Wrabel
Advisor
people
Scott Pulsifer
Advisor
people
Dania Tanguis
Advisor
people
Jake Stull
Advisor

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Funding Insights of Almanack

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Almanack

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Almanack

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Almanack Comparisons

Employees
+
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Competitors of Almanack

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Almanack

Frequently Asked Questions about Almanack

Where is Almanack located?

Almanack is headquartered in Wayne, United States.

What does Almanack do?

Wealth management and advisory services are offered by Almanack to individuals, financial advisors, family offices, and institutional investors. A tailored framework is designed to combine successful investment practices for a broader audience. Support is provided through bespoke portfolio analysis, risk management, and investment education. Solutions are customized to optimize investor experience across various sectors, with a focus on cost efficiency, risk-managed portfolios, and alternative investments. A balanced investment philosophy is emphasized, prioritizing growth and downside protection.

What products or services does Almanack offer?

Almanack offers Wealth Management Solutions, Risk Managed Model Portfolios, and Alternative Investments.

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