Baird

Indianapolis, United States Founded: 1995 • Age: 31 yrs Acquired By Baird
Baird is recognized for providing private wealth management services.
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About Baird

Baird is a company based in Indianapolis (United States) founded in 1995 was acquired by Baird in November 2018. It operates as a Professional Services. Baird has completed 1 acquisition, including Avondale Partners. Baird offers products and services including Private Wealth Management and Retirement Planning. Baird operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.

  • Headquarter Indianapolis, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Robert W. Baird & Co. Incorporated
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
    PNC

    & 1 more

  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    Baird

    & 1 more

    (Nov 29, 2018)

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Products & Services of Baird

Baird offers a comprehensive portfolio of products and services, including Private Wealth Management and Retirement 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.

Primary

Wealth management services are provided for personal finance.

Retirement planning solutions are offered for future security.

Funding Insights of Baird

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

Investors in Baird

Baird has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include PNC and Baird. 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.

All
Institutional
Investor Description Founded Year Domain Location
Financial services including wealth management and investment banking are offered by Baird.
Founded Year Domain Location
Commercial banking and financing services are provided by PNC.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Baird

Baird has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Avondale Partners. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Investment banking advisory is provided to the healthcare sector.
2001
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Baird

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

Baird Comparisons

Employees
+
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Competitors of Baird

Baird 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 Choice, 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
Business consulting services are provided to banks and lending institutions.
domain founded_year HQ Location
HR, insurance, and liability services are provided by Alera Group.
domain founded_year HQ Location
Bank offering diversified financial services
domain founded_year HQ Location
Provider of wealth management services
domain founded_year HQ Location
A full-service stockbroker offering diverse investment options in India.
domain founded_year HQ Location
M&A advisory, capital markets, and wealth management services are offered.
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 Baird

Frequently Asked Questions about Baird

When was Baird founded?

Baird was founded in 1995.

Where is Baird located?

Baird is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.

Who is the current CEO of Baird?

James R Allen is the current CEO of Baird.

What does Baird do?

Baird, through Robert W. Baird Co. Incorporated, is engaged in offering private wealth management and financial advisory services. Expertise is provided in areas such as building wealth, preparing for retirement, and ensuring financial stability across life stages. Solutions are tailored to individual client needs with a focus on personalized planning and high-touch client service. The company operates within the financial sector, emphasizing employee ownership and integrity in client relationships.

Who are the top competitors of Baird?

Baird's top competitors include Focus Financial Partners, Alera Group and Raymond James.

What products or services does Baird offer?

Baird offers Private Wealth Management and Retirement Planning.

How many acquisitions has Baird made?

Baird has made 1 acquisition, including Avondale Partners.

Who are Baird's investors?

Baird has 2 investors. Key investors include PNC, and Baird.

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