About Astute Wealth Management
Astute Wealth Management is a company based in Cameron Park (United States) founded in 2009 by Ben Young was acquired by Sanlam Investments in June 2019. It operates as a Professional Services. Astute Wealth Management offers products and services including Comprehensive Financial Planning, Investment Management, Income Planning, and Advanced Tax Planning.
- Headquarter Cameron Park, United States
- Founders Ben Young
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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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
Sanlam Investments
(Jun 01, 2019)
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Products & Services of Astute Wealth Management
Astute Wealth Management offers a comprehensive portfolio of products and services, including Comprehensive Financial Planning, Investment Management, Income Planning, and Advanced 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.
Financial planning is provided for long-term wealth success.
Personalized investment strategies are crafted for wealth growth.
Customized income strategies are developed for retirement stability.
Tax efficiency is optimized through sophisticated strategic planning.
Funding Insights of Astute Wealth Management
| 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 Astute Wealth Management
Astute Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Sanlam Investments. 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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Diversified investment management and wealth management firm
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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 Astute Wealth Management
| 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 - Astute Wealth Management
| 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 |
Astute Wealth Management Comparisons
Competitors of Astute Wealth Management
| Company Name | Domain | Founded year | HQ Location | Description |
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| 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 Astute Wealth Management
When was Astute Wealth Management founded?
Astute Wealth Management was founded in 2009.
Where is Astute Wealth Management located?
Astute Wealth Management is headquartered in Cameron Park, United States. It is registered at Cameron Park, California, United States.
What does Astute Wealth Management do?
Astute Wealth Management is focused on delivering comprehensive financial planning, investment management, income planning, and advanced tax planning. Services are tailored to individual financial goals, retirement needs, and tax efficiency. The company operates in the wealth management sector, assisting clients across the United States with wealth growth and protection strategies. Personalized solutions are developed to ensure long-term financial success and stability for clients.
What products or services does Astute Wealth Management offer?
Astute Wealth Management offers Comprehensive Financial Planning, Investment Management, Income Planning, and Advanced Tax Planning.
Who are Astute Wealth Management's investors?
Astute Wealth Management has 1 investor. Key investors include Sanlam Investments.