About Bastoni Financial Services
Bastoni Financial Services is a company based in Folsom (United States) founded in 2002 was acquired by Allworth Financial in December 2020.. Bastoni Financial Services offers products and services including Wealth Management, Investment Management, Tax Planning, and Estate Planning. Bastoni Financial Services operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Folsom, United States
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Allworth Financial
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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
Allworth Financial
(Dec 08, 2020)
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Products & Services of Bastoni Financial Services
Bastoni Financial Services offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, Tax Planning, and Estate 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.
Provides personalized investment and asset management for clients.
Offers portfolio oversight and retirement planning strategies.
Assists with tax preparation and optimization for individuals.
Guides clients on estate and inheritance management.
Funding Insights of Bastoni Financial Services
| 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 Bastoni Financial Services
Bastoni Financial Services has secured backing from 1 investor. Prominent investors backing the company include Allworth 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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Provider of retirement planning services
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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 Bastoni 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 - Bastoni 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 |
Bastoni Financial Services Comparisons
Competitors of Bastoni Financial Services
Bastoni 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 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
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 |
|---|---|---|---|---|
| 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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Frequently Asked Questions about Bastoni Financial Services
When was Bastoni Financial Services founded?
Bastoni Financial Services was founded in 2002.
Where is Bastoni Financial Services located?
Bastoni Financial Services is headquartered in Folsom, United States. It is registered at Folsom, California, United States.
What does Bastoni Financial Services do?
Bastoni Financial Services was established in 2002 and is based in Folsom, United States. Operations are conducted in the financial services sector, with a focus on wealth management for individuals and families. Core activities include investment advisory, portfolio oversight, and financial planning. The firm is owned by David Bastoni, and services are delivered primarily within the domestic market.
Who are the top competitors of Bastoni Financial Services?
Bastoni Financial Services's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Bastoni Financial Services offer?
Bastoni Financial Services offers Wealth Management, Investment Management, Tax Planning, and Estate Planning.
Who are Bastoni Financial Services's investors?
Bastoni Financial Services has 1 investor. Key investors include Allworth Financial.
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