About Benchmark Financial Planning
Benchmark Financial Planning is a company based in United States founded in 2003 was acquired by Benchmark Capital in December 2023. It operates as a Professional Services. Benchmark Financial Planning offers products and services including Financial Planning, Investment Management, Pensions, Mortgages, and Protection and Insurance. Benchmark Financial Planning operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Sussex, 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 Benchmark Financial Planning
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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
Benchmark Capital
(Dec 12, 2023)
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Products & Services of Benchmark Financial Planning
Benchmark Financial Planning offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Pensions, Mortgages, and Protection and Insurance. 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.
Tailored financial strategies are provided for individual clients.
Investment portfolios are managed for optimal client returns.
Retirement planning solutions are offered to secure futures.
Mortgage advice is given for property purchase needs.
Insurance solutions are provided for family and asset protection.
Funding Insights of Benchmark Financial Planning
| 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 Benchmark Financial Planning
Benchmark Financial Planning has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Benchmark Capital. 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 financial 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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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 Benchmark Financial Planning
| 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 - Benchmark Financial Planning
| 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 |
Benchmark Financial Planning Comparisons
Competitors of Benchmark Financial Planning
Benchmark Financial Planning 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, Investec, Morgan Stanley, Northwestern Mutual and Principal, 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 |
Global banking, investment, and wealth management services are offered worldwide.
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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 |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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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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Frequently Asked Questions about Benchmark Financial Planning
When was Benchmark Financial Planning founded?
Benchmark Financial Planning was founded in 2003.
Where is Benchmark Financial Planning located?
Benchmark Financial Planning is headquartered in United States.
What does Benchmark Financial Planning do?
Benchmark Financial Planning is engaged in providing comprehensive financial planning and wealth management services. Clients including individuals, business owners, trustees, and professionals are supported through tailored solutions. Services encompass investment management, pensions, mortgages, and insurance protection. The company operates within the financial sector, focusing on retirement planning, wealth transfer, and family protection. A wide range of corporate services is also provided to businesses. Based in the UK, Benchmark is committed to delivering high-quality advice and client outcomes.
Who are the top competitors of Benchmark Financial Planning?
Benchmark Financial Planning's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Benchmark Financial Planning offer?
Benchmark Financial Planning offers Financial Planning, Investment Management, Pensions, Mortgages, and Protection and Insurance.
Who are Benchmark Financial Planning's investors?
Benchmark Financial Planning has 1 investor. Key investors include Benchmark Capital.
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