About Bartlett
Bartlett is a company based in Cincinnati (United States) founded in 2012 was acquired by Focus Financial Partners in February 2018. It operates as a Professional Services. Bartlett has completed 1 acquisition, including Lodestar Investment Counsel. Bartlett offers products and services including Wealth Management, Financial Planning, Investment Management, Family Office Services, and Business Owner Services. Bartlett operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Cincinnati, 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 Bartlett Wealth Management
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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
- Investments & Acquisitions
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Acquired by
Focus Financial Partners
(Feb 01, 2018)
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Products & Services of Bartlett
Bartlett offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, Investment Management, Family Office Services, and Business Owner Services. 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.
Wealth is managed through customized holistic financial plans.
Financial plans are created to meet unique client needs.
Investments are managed to align with client goals.
Family wealth is organized for generational continuity plans.
Business and personal wealth are integrated for value.
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Funding Insights of Bartlett
| 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 Bartlett
Bartlett has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Focus Financial Partners. 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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Business consulting services are provided to banks and lending institutions.
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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 Bartlett
Bartlett has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Lodestar Investment Counsel. 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.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Investment and wealth management services with financial planning are provided.
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Bartlett
| 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 |
Bartlett Comparisons
Competitors of Bartlett
Bartlett 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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 |
M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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| domain | founded_year | HQ Location |
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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| 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 Bartlett
Frequently Asked Questions about Bartlett
When was Bartlett founded?
Bartlett was founded in 2012.
Where is Bartlett located?
Bartlett is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
Who is the current CEO of Bartlett?
Kelley Downing is the current CEO of Bartlett.
What does Bartlett do?
Bartlett Wealth Management is engaged in delivering comprehensive financial services. Wealth management, financial planning, and investment management are offered to individuals, families, business owners, institutions, and nonprofits. Solutions are tailored to meet unique client needs through a dedicated team approach. The firm operates in the financial sector, emphasizing continuity and care in client relationships. Services are designed to simplify complex financial situations and provide actionable advice. A multigenerational perspective is maintained to support clients across generations.
Who are the top competitors of Bartlett?
Bartlett's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Bartlett offer?
Bartlett offers Wealth Management, Financial Planning, Investment Management, Family Office Services, and Business Owner Services.
How many acquisitions has Bartlett made?
Bartlett has made 1 acquisition, including Lodestar Investment Counsel.
Who are Bartlett's investors?
Bartlett has 1 investor. Key investors include Focus Financial Partners.