About American Portfolios
American Portfolios is a company based in Holbrook (United States) founded in 2001 by Lon T Dolber was acquired by Advisor Group in June 2022.. American Portfolios has raised $4.09 million across 1 funding round from investors including Advisor Group. The company has 123 employees as of December 31, 2021.
- Headquarter Holbrook, United States
- Employees 123 as on 31 Dec, 2021
- Founders Lon T Dolber
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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
$00as on Nov 05, 2018
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Net Profit
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EBITDA
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Total Equity Funding
$4.09 M (USD)
in 1 rounds
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Latest Funding Round
$4.09 M (USD), Series A
Jul 14, 2009
- Investors
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Employee Count
123
as on Dec 31, 2021
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Acquired by
Advisor Group
(Jun 22, 2022)
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Leadership Team
3 people
Software Development Team
1 people
Sales and Marketing
1 people
Investment Team
1 people
Unlock access to complete
Funding Insights of American Portfolios
American Portfolios has successfully raised a total of $4.09M through 1 strategic funding round. The most recent funding activity was a Series A round of $4.09 million completed in July 2009. 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 Series A — $4.1M
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First Round
First Round
(14 Jul 2009)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2009 | Amount | Series A - American Portfolios | 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 American Portfolios
American Portfolios has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Advisor Group. 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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Provider of securities and investment advisory services
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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 American Portfolios
| 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 - American Portfolios
| 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 |
American Portfolios Comparisons
Competitors of American Portfolios
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 American Portfolios
When was American Portfolios founded?
American Portfolios was founded in 2001 and raised its 1st funding round 8 years after it was founded.
Where is American Portfolios located?
American Portfolios is headquartered in Holbrook, United States.
Who is the current CEO of American Portfolios?
Lon T Dolber is the current CEO of American Portfolios. They have also founded this company.
Is American Portfolios a funded company?
American Portfolios is a funded company, having raised a total of $4.09M across 1 funding round to date. The company's 1st funding round was a Series A of $4.09M, raised on Jul 14, 2009.
How many employees does American Portfolios have?
As of Dec 31, 2021, the latest employee count at American Portfolios is 123.
What does American Portfolios do?
American Portfolios was established in 2001 in Holbrook, United States, as a stock brokerage firm within the financial sector. Brokerage services for equities and securities are handled, with operations centered on trade execution and client account management. The firm is led by Founder and CEO Lon T Dolber. Activities are conducted primarily in the United States, supporting individual and institutional investors through standard brokerage functions.
Who are American Portfolios's investors?
American Portfolios has 1 investor. Key investors include Advisor Group.
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