About Anchor Bay Capital
Anchor Bay Capital is a Financial Services company based in Carlsbad (United States) founded in 1992. It offers personalized financial planning and investment management services. It operates on a B2B and B2C model. Anchor Bay Capital offers products and services including Financial Planning, Tax Planning, Investment Management, and Retirement Plans. Its focus areas include FinTech, Investment Tech, Retirement Planning and Plan Sponsor Solutions. Its legal entity is Anchor Bay Capital, Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Anchor Bay Capital, Inc. is a registered investment advisor operating in Carlsbad and Tustin, California. They deliver tailored financial services including budgeting, insurance planning, retirement strategies, and estate planning. Their approach involves understanding clients goals to create personalized plans, serving individuals and plan sponsors through advisory and portfolio reviews.
- Headquarters Carlsbad, United States
- SectorsFinancial Services
- Email••••••••
- Website anchorbaycapital.com
- Social LinkedIn X Facebook YouTube
- Legal Name Anchor Bay Capital, Inc.
Products & Services of Anchor Bay Capital
Anchor Bay Capital offers a comprehensive portfolio of products and services, including Financial Planning, Tax Planning, Investment Management, and Retirement Plans.
Provides personalized strategies for budgeting and investments
Offers preparation and strategies for tax compliance
Manages portfolios with reviews and optimization
Assists with workplace retirement planning solutions
Apps and channels of Anchor Bay Capital
its YouTube channel Anchor Bay Capital has 31 subscribers and 30 videos.
Videos from Anchor Bay Capital
The most watched videos on Anchor Bay Capital's YouTube channel, Anchor Bay Capital (31 subscribers). Click a video to play it here.
More on Anchor Bay Capital.
Competitors of Anchor Bay Capital
Anchor Bay Capital has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| 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 | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Anchor Bay Capital
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- Operating metrics
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Web traffic of Anchor Bay Capital
The website of Anchor Bay Capital (anchorbaycapital.com) receives about 2.1K visits a month.
- Monthly visits2.1K
▲ 83.7% vs previous month
Websites whose visitors overlap most with Anchor Bay Capital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| americancapitalmanagement.com | 98% | 1.2K | #13,404,603 | View details | |
| anchorcapital.com | 89% | 3.5K | #5,147,566 | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Anchor Bay Capital (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Anchor Bay Capital
Anchor Bay Capital was founded in 1992.
Anchor Bay Capital is headquartered in Carlsbad, United States. It is registered at Carlsbad, California, United States.
Anchor Bay Capital, Inc. is a registered investment advisor operating in Carlsbad and Tustin, California. They deliver tailored financial services including budgeting, insurance planning, retirement strategies, and estate planning. Their approach involves understanding clients goals to create personalized plans, serving individuals and plan sponsors through advisory and portfolio reviews.
Anchor Bay Capital's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Anchor Bay Capital offers Financial Planning, Tax Planning, Investment Management, and Retirement Plans.
Anchor Bay Capital operates through Anchor Bay Capital, Inc..