About Avidity Capital
Avidity Capital is a company based in San Diego (United States) founded in 2021. It operates as a B2C. Avidity Capital offers products and services including Asset Management, Financial Planning, and Intergenerational Planning. Avidity Capital operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter San Diego, 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 Avidity Capital Inc
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Annual Revenue
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Products & Services of Avidity Capital
Avidity Capital offers a comprehensive portfolio of products and services, including Asset Management, Financial Planning, and Intergenerational 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 managing and growing client investments.
Advisory for creating personalized financial strategies.
Planning to transfer wealth across family generations.
Funding Insights of Avidity Capital
| 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 |
Investments & Acquisitions by Avidity Capital
| 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 - Avidity Capital
| 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 |
Avidity Capital Comparisons
Competitors of Avidity Capital
Avidity Capital 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, 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 |
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Avidity Capital
Frequently Asked Questions about Avidity Capital
When was Avidity Capital founded?
Avidity Capital was founded in 2021.
Where is Avidity Capital located?
Avidity Capital is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
What does Avidity Capital do?
Avidity Capital is a financial advisory firm based in Hanford, California, specializing in tailored wealth management. They deliver services like asset management, financial planning, and intergenerational planning to help clients secure their familys financial future. By fostering a community of enthusiastic individuals, they focus on preparing next generations for success through strategic advice and tools.
Who are the top competitors of Avidity Capital?
Avidity Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Avidity Capital offer?
Avidity Capital offers Asset Management, Financial Planning, and Intergenerational Planning.