American Financial Systems

Waltham, United States Founded: 1984 • Age: 42 yrs Acquired By Morgan Stanley
Financial advisory and retirement planning services are provided to clients.
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About American Financial Systems

American Financial Systems is a company based in Waltham (United States) founded in 1984 was acquired by Morgan Stanley in June 2022.. American Financial Systems operates in a competitive market with competitors including MetLife, Voya Financial, Pacific Life, Jackson and Athene, among others.

  • Headquarter Waltham, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Morgan Stanley

    (Jun 22, 2022)

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People of American Financial Systems
Headcount 10-50
Employee Profiles 4
Employee Profiles
People
Ricardo A. Rodriguez
Chief Information Technology Officer
People
Megan Roschen
SVP
People
Jeff McCarthy
EVP
People
Sumit Nag
SVP

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Teams

Funding Insights of American Financial Systems

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

Investors in American Financial Systems

American Financial Systems has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Morgan Stanley. 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.

All
Institutional
Investor Description Founded Year Domain Location
Wealth management, investment advisory, and financial services are provided.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by American Financial Systems

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 - American Financial Systems

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

American Financial Systems Comparisons

Employees
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Competitors of American Financial Systems

American Financial Systems 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 MetLife, Voya Financial, Pacific Life, Jackson and Athene, 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
domain founded_year HQ Location
Internet-based life, health, auto, home, and pet insurance is offered.
domain founded_year HQ Location
Provider of pension fund for the employees based out of the US
domain founded_year HQ Location
Insurance company
domain founded_year HQ Location
Retirement-focused investment management services are provided by the firm.
domain founded_year HQ Location
Retirement services provider
domain founded_year HQ Location
Provider of retirement planning services
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 American Financial Systems

Frequently Asked Questions about American Financial Systems

When was American Financial Systems founded?

American Financial Systems was founded in 1984.

Where is American Financial Systems located?

American Financial Systems is headquartered in Waltham, United States. It is registered at Waltham, Massachusetts, United States.

What does American Financial Systems do?

American Financial Systems was founded in 1984 and is headquartered in Waltham, United States. Operations are centered in the financial services sector, where advisory support for investments and comprehensive retirement planning are offered. Services include personalized financial strategies and long-term wealth management solutions. The company maintains a focus on client needs within the domestic market, with resources accessible via its domain afs-link.com.

Who are the top competitors of American Financial Systems?

American Financial Systems's top competitors include Pacific Life, MetLife and Jackson.

Who are American Financial Systems's investors?

American Financial Systems has 1 investor. Key investors include Morgan Stanley.

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