Ancora

Mayfield Heights, United States
Ancora is recognized as a private wealth advisor and institutional asset manager.
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About Ancora

Ancora is a company based in Mayfield Heights (United States). It operates as a Professional Services. Ancora offers products and services including Private Wealth Management, Corporate Solutions, and Asset Management. Ancora operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Mayfield Heights, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Ancora

Ancora offers a comprehensive portfolio of products and services, including Private Wealth Management, Corporate Solutions, and Asset Management. 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.

Primary

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
Headcount 50-200
Employee Profiles 39
Employee Profiles
People
Matthew Scullen
Vice President, Portfolio Manager
People
Ryan Bartels
Vice President, Family Wealth Advisor
People
Margaret Ebner
Senior Account Manager
People
Thomas J. Kennedy
Managing Director, Portfolio Manager

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Funding Insights of Ancora

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

Investments & Acquisitions by Ancora

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 - Ancora

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

Ancora Comparisons

Employees
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Competitors of Ancora

Ancora 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 Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, 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
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
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 Ancora

Frequently Asked Questions about Ancora

Where is Ancora located?

Ancora is headquartered in Mayfield Heights, United States. It is registered at Mayfield Heights, Ohio, United States.

What does Ancora do?

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.

Who are the top competitors of Ancora?

Ancora's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Ancora offer?

Ancora offers Private Wealth Management, Corporate Solutions, and Asset Management.

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