Arnerich Massena

Portland, United States Founded: 1991 • Age: 35 yrs
Offers wealth management, investment banking, and strategic advisory services to clients.
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About Arnerich Massena

Arnerich Massena is a company based in Portland (United States) founded in 1991 by Tony Arnerich. It operates as a B2B, and B2C. The company has 28 employees as of December 31, 2022. Arnerich Massena offers products and services including Wealth Management, Investment Banking, Risk Management, and Tax Consulting. Arnerich Massena operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Portland, United States
  • Employees 28 as on 31 Dec, 2022
  • Founders Tony Arnerich
  • Sectors
    Financial Services
    Business Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Arnerich Massena, Inc.
Operational Areas
Financial Services → Capital Markets & Trading
Business Services → Financial, Accounting & Compliance Services
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    28

    as on Dec 31, 2022

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Products & Services of Arnerich Massena

Arnerich Massena offers a comprehensive portfolio of products and services, including Wealth Management, Investment Banking, Risk Management, and Tax Consulting. 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

Provides tailored investment portfolios and retirement planning for clients.

Offers strategic advisory and fund management for institutions.

Delivers insurance and risk assessment solutions for families.

Assists with tax planning and compliance for individuals.

People of Arnerich Massena
Headcount 50-200
Employee Profiles 2
Employee Profiles
People
Reegan Rae
Co-CEO
People
David Vaughan
CIO, Principal

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Teams

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Funding Insights of Arnerich Massena

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 Arnerich Massena

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 - Arnerich Massena

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

Arnerich Massena Comparisons

Employees
+
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Competitors of Arnerich Massena

Arnerich Massena 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
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
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 Arnerich Massena

Coldstream Merges with Arnerich Massena
Prnewswire1 year ago
Arnerich Massena Names Reegan Rae as Co-CEO
Prnewswire4 years ago

Frequently Asked Questions about Arnerich Massena

When was Arnerich Massena founded?

Arnerich Massena was founded in 1991.

Where is Arnerich Massena located?

Arnerich Massena is headquartered in Portland, United States. It is registered at Portland, Oregon, United States.

Who is the current CEO of Arnerich Massena?

Tony Arnerich is the current CEO of Arnerich Massena. They have also founded this company.

How many employees does Arnerich Massena have?

As of Dec 31, 2022, the latest employee count at Arnerich Massena is 28.

What does Arnerich Massena do?

Coldstream Holdings, Inc. delivers personalized financial solutions including wealth management, risk management, and tax consulting. It operates through subsidiaries like Coldstream Wealth Management, serving individuals, families, and institutions. Based in various U.S. locations, the company focuses on tailored strategies for retirement planning, estate management, and investment portfolios. Clients include families and endowments, emphasizing long-term relationships and financial goals.

Who are the top competitors of Arnerich Massena?

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

What products or services does Arnerich Massena offer?

Arnerich Massena offers Wealth Management, Investment Banking, Risk Management, and Tax Consulting.

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