About Ancora
Ancora is a Financial Services company based in Mayfield Heights (United States). Ancora is recognized as a private wealth advisor and institutional asset manager. It operates on a Professional Services model. Ancora offers products and services including Private Wealth Management, Corporate Solutions, and Asset Management. Its focus areas include Financials, Asset Management and Wealth Management. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Ancora is established as a private wealth advisor and institutional asset manager based in the United States. Services are provided across private wealth management, including estate and wealth planning, investment management, and insurance solutions for individuals. Corporate solutions are offered to businesses, covering investment management, retirement plans, employee benefits, and commercial insurance. Asset management services are extended to institutions with strategies in equity, fixed income, mutual funds, and alternatives. The focus is placed on building distinctive investment strategies and robust wealth and risk management solutions across various sectors.
- Headquarters Mayfield Heights, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website ancora.net
- Social LinkedIn X
Products & Services of Ancora
Ancora offers a comprehensive portfolio of products and services, including Private Wealth Management, Corporate Solutions, and Asset Management.
Wealth planning and investment solutions are provided for individuals.
Investment and benefits management are offered to businesses.
Equity and fixed income strategies are managed for institutions.
People of Ancora
39 people are tracked at Ancora (33 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Matthew Scullen | Vice President, Portfolio Manager | Leadership |
Ryan Bartels | Vice President, Family Wealth Advisor | Leadership |
Laura Lawless | Executive Assistant To Chief Executive Officer | Leadership |
Stephanie Stadler | Senior Vice President - Property & Casualty | Leadership |
Fredrick D. DiSanto | Chief Executive Officer & Chairman | Leadership |
Sonia Mintun | Managing Director And Portfolio Manager | Leadership |
Kevin Gale | Managing Director, Head Of Fixed Income | Leadership |
Thomas J. Kennedy | Managing Director, Portfolio Manager | Leadership |
Peter Hyland | Vice President, Equity Trader | Leadership |
Brad Zucker | Chief Administrative Officer | Leadership |
Dante Iacozili | Head Equity Trader | Leadership |
John Micklitsch | Chief Investment Officer | Leadership |
Brian Joseph | Vice President | Leadership |
Scott Misischia | Vice President Corporate Development | Leadership |
Richard Renner | President, Family Wealth | Leadership |
Nick Jacobs | Senior Vice President, Equity Analyst | Leadership |
Michelle Hruska (Lee) | Vice President Of Human Resources | Leadership |
John Bartels | President Family Wealth | Leadership |
Cindy Flynn | Chief Experience Officer | Leadership |
Michael Santelli | Director, Portfolio Manager | Leadership |
19 more people are available in the full profile.
Complete people profiles for Ancora
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Competitors of Ancora
Ancora 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 Ancora
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Web traffic of Ancora
Websites that share an audience with Ancora (ancora.net).
Websites whose visitors overlap most with Ancora. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| oakwoodcap.com | 100% | View details | |||
| barodapioneer.in | 93% | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Ancora (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Ancora
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Frequently Asked Questions about Ancora
Ancora is headquartered in Mayfield Heights, United States. It is registered at Mayfield Heights, Ohio, United States.
Ancora is established as a private wealth advisor and institutional asset manager based in the United States. Services are provided across private wealth management, including estate and wealth planning, investment management, and insurance solutions for individuals. Corporate solutions are offered to businesses, covering investment management, retirement plans, employee benefits, and commercial insurance. Asset management services are extended to institutions with strategies in equity, fixed income, mutual funds, and alternatives. The focus is placed on building distinctive investment strategies and robust wealth and risk management solutions across various sectors.
Ancora's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Ancora offers Private Wealth Management, Corporate Solutions, and Asset Management.