About Balasa Dinverno Foltz
Balasa Dinverno Foltz is a company based in Itasca (United States) founded in 1986 by Michael Foltz and Armond Dinverno was acquired by CI Financial in August 2020.. Balasa Dinverno Foltz offers products and services including Wealth Management, Family Office Services, Tax Services, and Investment Management. Balasa Dinverno Foltz operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter Itasca, United States
- Founders Michael Foltz, Armond Dinverno
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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 Corient Private Wealth Llc
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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
CI Financial
(Aug 04, 2020)
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Products & Services of Balasa Dinverno Foltz
Balasa Dinverno Foltz offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, Tax Services, and Investment Management. 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.
Services for managing investments and wealth growth for clients.
Comprehensive support for high-net-worth family financial needs.
Expert assistance in tax planning and compliance for individuals.
Strategies for portfolio optimization and risk management.
Funding Insights of Balasa Dinverno Foltz
| 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 Balasa Dinverno Foltz
Balasa Dinverno Foltz has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial. 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 and asset management advisory services are provided.
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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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Venture capital is directed toward companies in multiple sectors.
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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 Balasa Dinverno Foltz
| 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 - Balasa Dinverno Foltz
| 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 |
Balasa Dinverno Foltz Comparisons
Competitors of Balasa Dinverno Foltz
Balasa Dinverno Foltz 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 |
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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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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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Balasa Dinverno Foltz
Frequently Asked Questions about Balasa Dinverno Foltz
When was Balasa Dinverno Foltz founded?
Balasa Dinverno Foltz was founded in 1986.
Where is Balasa Dinverno Foltz located?
Balasa Dinverno Foltz is headquartered in Itasca, United States. It is registered at Itasca, Illinois, United States.
What does Balasa Dinverno Foltz do?
Balasa Dinverno Foltz wealth management firm through offering financial products and advice, managing assets, and managing wealth portfolios. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Balasa Dinverno Foltz?
Balasa Dinverno Foltz's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Balasa Dinverno Foltz offer?
Balasa Dinverno Foltz offers Wealth Management, Family Office Services, Tax Services, and Investment Management.
Who are Balasa Dinverno Foltz's investors?
Balasa Dinverno Foltz has 1 investor. Key investors include CI Financial.