Ancora

Mayfield Heights, United States
Ancora is recognized as a private wealth advisor and institutional asset manager.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 10 Brand Intelligence

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
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  • Website
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  • Social
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Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
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  • 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.

Product name locked
Category locked
Primary

Wealth planning and investment solutions are provided for individuals.

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Investment and benefits management are offered to businesses.

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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

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Detailed funding history for Ancora

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Ancora

Investments
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Investment portfolio details for Ancora

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  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Ancora

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Detailed financials for Ancora

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  • Historical revenue
  • Profit trends
  • Statement rows
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Ancora Comparisons

Ancora Primary company
Description
Ancora is recognized as a private wealth advisor and institu...
Location
Mayfield Heights, United States
Founded Year
-
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Ancora

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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.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Ancora

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  • Domains and locations
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Latest news on Ancora

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Complete news archive for 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, Investec and S&P Global.

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

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