About BerganKDV
BerganKDV is a company based in Cedar Rapids (United States) founded in 1945 was acquired by Creative Planning in June 2023.. The company has 529 employees as of December 31, 2022. BerganKDV has completed 1 acquisition, including Carlson Hartsock & Guither.
- Headquarter Cedar Rapids, United States
- Employees 529 as on 31 Dec, 2022
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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, Kes, Darling & Associates
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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
529
as on Dec 31, 2022
- Investments & Acquisitions
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Acquired by
Creative Planning
(Jun 05, 2023)
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Funding Insights of BerganKDV
| 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 BerganKDV
BerganKDV has secured backing from 1 investor. Prominent investors backing the company include Creative Planning. 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 wealth management 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 BerganKDV
BerganKDV has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Carlson Hartsock & Guither. 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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Tax, audit, accounting, and related services are provided to clients.
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2008 |
| 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 - BerganKDV
| 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 |
Bergankdv Comparisons
Competitors of BerganKDV
| 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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| 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 Bergankdv
Frequently Asked Questions about BerganKDV
When was BerganKDV founded?
BerganKDV was founded in 1945.
Where is BerganKDV located?
BerganKDV is headquartered in Cedar Rapids, United States. It is registered at Cedar Rapids, Iowa, United States.
Who is the current CEO of BerganKDV?
Dave Hinnenkamp is the current CEO of BerganKDV.
How many employees does BerganKDV have?
As of Dec 31, 2022, the latest employee count at BerganKDV is 529.
What does BerganKDV do?
BerganKDV was established in 1945 and is headquartered in Cedar Rapids, United States. Financial services are provided, encompassing investment advisory, wealth management, and accounting solutions. Operations focus on supporting clients in these areas within the professional services sector. The company is led by CEO Dave Hinnenkamp, with activities centered in the U.S. market to address business and personal financial needs.
How many acquisitions has BerganKDV made?
BerganKDV has made 1 acquisition, including Carlson Hartsock & Guither.
Who are BerganKDV's investors?
BerganKDV has 1 investor. Key investors include Creative Planning.
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