About Anchor Capital Advisors
Anchor Capital Advisors is a company based in Boston (United States) founded in 1983 was acquired by Lincoln Peak Capital in April 2018. It operates as a Professional Services. The company has 46 employees as of December 31, 2023. Anchor Capital Advisors has completed 1 acquisition, including Rocket Air Supply. Anchor Capital Advisors offers products and services including Investment Strategies, Managed Accounts, and Private Client Services. Anchor Capital Advisors operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Boston, United States
- Employees 46 as on 31 Dec, 2023
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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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- Legal Name Anchor Capital Advisors, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
46
as on Dec 31, 2023
- Investments & Acquisitions
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Acquired by
Lincoln Peak Capital
(Apr 17, 2018)
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Products & Services of Anchor Capital Advisors
Anchor Capital Advisors offers a comprehensive portfolio of products and services, including Investment Strategies, Managed Accounts, and Private Client Services. 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.
Investment strategies are offered for various client types.
Managed accounts are provided for financial intermediaries.
Services are tailored for individuals and families.
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Funding Insights of Anchor Capital Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 Anchor Capital Advisors
Anchor Capital Advisors has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Lincoln Peak Capital. 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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Lincoln Peak Capital is engaged in providing equity partnerships for asset management firms.
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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 Anchor Capital Advisors
Anchor Capital Advisors has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Rocket Air Supply. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Aircraft parts and subcomponents are manufactured and supplied.
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1963 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Anchor Capital Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Anchor Capital Advisors Comparisons
Competitors of Anchor Capital Advisors
Anchor Capital 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 Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, 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 |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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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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Latest news on Anchor Capital Advisors
Frequently Asked Questions about Anchor Capital Advisors
When was Anchor Capital Advisors founded?
Anchor Capital Advisors was founded in 1983.
Where is Anchor Capital Advisors located?
Anchor Capital Advisors is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Who is the current CEO of Anchor Capital Advisors?
William Rice is the current CEO of Anchor Capital Advisors.
How many employees does Anchor Capital Advisors have?
As of Dec 31, 2023, the latest employee count at Anchor Capital Advisors is 46.
What does Anchor Capital Advisors do?
Anchor Capital Advisors is focused on delivering investment advisory services to institutions, managed accounts for financial intermediaries, and private clients including individuals and families. The company operates in the financial sector, emphasizing active, prudent, and disciplined investment processes. Solutions are tailored to meet the needs of retirement plans, non-profits, financial advisors, and personal foundations. Insights and market perspectives are regularly published through their platform, The Value Observer.
Who are the top competitors of Anchor Capital Advisors?
Anchor Capital Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Anchor Capital Advisors offer?
Anchor Capital Advisors offers Investment Strategies, Managed Accounts, and Private Client Services.
How many acquisitions has Anchor Capital Advisors made?
Anchor Capital Advisors has made 1 acquisition, including Rocket Air Supply.
Who are Anchor Capital Advisors's investors?
Anchor Capital Advisors has 1 investor. Key investors include Lincoln Peak Capital.
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