About Bard Financial Services
Bard Financial Services is a company based in Branford (United States) founded in 1989. It operates as a B2C, and Investment Advisory. The company has 5 employees as of December 31, 2022. Bard Financial Services offers products and services including Investment Advisory, Newsletters, and Calculators. Bard Financial Services operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Branford, United States
- Employees 5 as on 31 Dec, 2022
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
- Legal Name Bard Financial Services, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
5
as on Dec 31, 2022
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Products & Services of Bard Financial Services
Bard Financial Services offers a comprehensive portfolio of products and services, including Investment Advisory, Newsletters, and Calculators. 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.
Offers advice on investments and financial planning
Provides updates on wealth and market trends
Tools for estimating retirement and college costs
Funding Insights of Bard Financial Services
| 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 |
Investments & Acquisitions by Bard Financial Services
| 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 - Bard Financial Services
| 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 |
Bard Financial Services Comparisons
Competitors of Bard Financial Services
Bard Financial Services 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
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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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Latest news on Bard Financial Services
Frequently Asked Questions about Bard Financial Services
When was Bard Financial Services founded?
Bard Financial Services was founded in 1989.
Where is Bard Financial Services located?
Bard Financial Services is headquartered in Branford, United States. It is registered at Branford, Connecticut, United States.
How many employees does Bard Financial Services have?
As of Dec 31, 2022, the latest employee count at Bard Financial Services is 5.
What does Bard Financial Services do?
Bard Financial Services, Inc. is a full-service investment advisory firm based in Branford, Connecticut, USA. It helps clients achieve financial goals through knowledgeable and objective advice, including newsletters on wealth management and online calculators for retirement and education planning. The firm serves individuals in specific states, focusing on opportunities and pitfalls in investments while complying with regulations.
Who are the top competitors of Bard Financial Services?
Bard Financial Services's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Bard Financial Services offer?
Bard Financial Services offers Investment Advisory, Newsletters, and Calculators.
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