About Arbor Wealth
Arbor Wealth is a company based in Miramar (United States) founded in 2010 was acquired by Mariner Wealth Advisors in February 2022.. Arbor Wealth offers products and services including Wealth Planning, Investment Management, and Tax Planning. Arbor Wealth operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Miramar, United States
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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 Mariner Wealth Advisors
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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
Employee Count
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Acquired by
Mariner Wealth Advisors
(Feb 16, 2022)
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Products & Services of Arbor Wealth
Arbor Wealth offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, and Tax Planning. 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.
Service for designing integrated wealth strategies for individuals.
Manages investments to optimize returns and minimize risks.
Provides strategies for tax preparation and compliance.
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Funding Insights of Arbor Wealth
| 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 Arbor Wealth
Arbor Wealth has secured backing from 1 investor. Prominent investors backing the company include Mariner. 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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Wealth management services are provided to clients nationwide.
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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 Arbor Wealth
| 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 |
Financial Statements - Arbor Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Arbor Wealth Comparisons
Competitors of Arbor Wealth
Arbor Wealth 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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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Frequently Asked Questions about Arbor Wealth
When was Arbor Wealth founded?
Arbor Wealth was founded in 2010.
Where is Arbor Wealth located?
Arbor Wealth is headquartered in Miramar, United States. It is registered at Miramar, Florida, United States.
What does Arbor Wealth do?
Arbor Wealth was founded in 2010 and is based in Miramar, United States. Operations focus on the financial services sector, where wealth management and advisory services are delivered to individuals and organizations. Core activities include portfolio management, investment planning, and financial consultations, all conducted within a regulatory framework. The company serves clients primarily in the domestic market, emphasizing tailored strategies for asset growth and risk assessment.
Who are the top competitors of Arbor Wealth?
Arbor Wealth's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Arbor Wealth offer?
Arbor Wealth offers Wealth Planning, Investment Management, and Tax Planning.
Who are Arbor Wealth's investors?
Arbor Wealth has 1 investor. Key investors include Mariner.