About Beltz Ianni & Associates
Beltz Ianni & Associates is a company based in Rochester (United States) founded in 2001 was acquired by Modern Wealth Management in March 2024.. Beltz Ianni & Associates offers products and services including Retirement Services, Investment Services, Tax Services, Estate Planning, and Insurance Services. Beltz Ianni & Associates operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, Northwestern Mutual and FNZ, among others.
- Headquarter Rochester, 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 Beltz Ianni & Associates, 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
Modern Wealth Management
(Mar 06, 2024)
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Products & Services of Beltz Ianni & Associates
Beltz Ianni & Associates offers a comprehensive portfolio of products and services, including Retirement Services, Investment Services, Tax Services, Estate Planning, and Insurance 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.
Assists with retirement planning and management for long-term financial security.
Offers strategies for investments to build and protect client wealth.
Provides guidance on taxes and financial planning to minimize liabilities.
Helps with estate planning to secure assets for future generations.
Advises on insurance options for financial protection and stability.
Funding Insights of Beltz Ianni & Associates
| 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 Beltz Ianni & Associates
Beltz Ianni & Associates has secured backing from 1 investor. Prominent investors backing the company include Modern Wealth Management. 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 services are provided to clients by the firm.
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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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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 Beltz Ianni & Associates
| 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 - Beltz Ianni Associates
| 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 |
Beltz Ianni & Associates Comparisons
Competitors of Beltz Ianni & Associates
Beltz Ianni & Associates 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, Northwestern Mutual and FNZ, 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 |
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 |
Northwestern Mutual is engaged in financial planning and insurance services.
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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 |
Financial services are provided to consumers and corporations worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
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 Beltz Ianni & Associates
Frequently Asked Questions about Beltz Ianni & Associates
When was Beltz Ianni & Associates founded?
Beltz Ianni & Associates was founded in 2001.
Where is Beltz Ianni & Associates located?
Beltz Ianni & Associates is headquartered in Rochester, United States.
What does Beltz Ianni & Associates do?
Beltz Ianni Associates was established in 2001 in Rochester, United States. Investment management is handled across diversified portfolios, including equities, fixed income, and alternative assets. Services encompass wealth advisory, retirement planning, and risk assessment for individual and institutional clients. Operations are centered in the financial services sector, with a focus on long-term strategies tailored to regional and national markets.
Who are the top competitors of Beltz Ianni & Associates?
Beltz Ianni & Associates's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Beltz Ianni & Associates offer?
Beltz Ianni & Associates offers Retirement Services, Investment Services, Tax Services, Estate Planning, and Insurance Services.
Who are Beltz Ianni & Associates's investors?
Beltz Ianni & Associates has 1 investor. Key investors include Modern Wealth Management.
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