About Blue Chip Partners
Blue Chip Partners is a company based in Farmington Hills (United States) founded in 2004 by Robert Steinberg was acquired by NueHealth in March 2016.. Blue Chip Partners offers products and services including Financial Planning, Investment Management, Tax Planning, Estate Planning, and Retirement Planning. Blue Chip Partners operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Farmington Hills, United States
- Founders Robert Steinberg
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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 Blue Chip Partners, Llc
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Products & Services of Blue Chip Partners
Blue Chip Partners offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, Estate Planning, and Retirement 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 plans for client financial goals.
Manages portfolios to optimize returns and risks.
Offers strategies for tax efficiency and compliance.
Assists with asset distribution and legacy planning.
Guides clients on retirement savings and strategies.
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Funding Insights of Blue Chip Partners
| 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 |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Blue Chip Partners
Blue Chip Partners has secured backing from 1 investor. Prominent investors backing the company include NueHealth. 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 care management platform for surgical facilities and practitioners
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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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Investments & Acquisitions by Blue Chip Partners
| 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 - Blue Chip Partners
| 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 |
Blue Chip Partners Comparisons
Competitors of Blue Chip Partners
Blue Chip Partners 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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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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| domain | founded_year | HQ Location |
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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Latest news on Blue Chip Partners
Frequently Asked Questions about Blue Chip Partners
When was Blue Chip Partners founded?
Blue Chip Partners was founded in 2004.
Where is Blue Chip Partners located?
Blue Chip Partners is headquartered in Farmington Hills, United States. It is registered at Farmington Hills, Michigan, United States.
Who is the current CEO of Blue Chip Partners?
Robert Steinberg is the current CEO of Blue Chip Partners. They have also founded this company.
What does Blue Chip Partners do?
Blue Chip Partners was established in 2004 in Farmington Hills, United States, by Robert Steinberg, who serves as founder and CEO. Operations focus on the financial services sector, with core offerings encompassing investment management, tax planning, estate planning, and retirement planning. These services are delivered to clients seeking comprehensive financial guidance, primarily within the domestic market. The firm maintains a professional approach to asset management and advisory needs.
Who are the top competitors of Blue Chip Partners?
Blue Chip Partners's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Blue Chip Partners offer?
Blue Chip Partners offers Financial Planning, Investment Management, Tax Planning, Estate Planning, and Retirement Planning.
Who are Blue Chip Partners's investors?
Blue Chip Partners has 1 investor. Key investors include NueHealth.