About Blue Zone Wealth Advisors
Blue Zone Wealth Advisors is a company based in Los Angeles (United States). It operates as a Professional Services. Blue Zone Wealth Advisors offers products and services including Wealth Management and Family Office Services.
- Headquarter Los Angeles, 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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Annual Revenue
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Net Profit
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Latest Funding Round
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Products & Services of Blue Zone Wealth Advisors
Blue Zone Wealth Advisors offers a comprehensive portfolio of products and services, including Wealth Management and Family Office 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.
Wealth management services are provided for financial security.
Integrated family office services are offered for clients.
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Funding Insights of Blue Zone Wealth Advisors
| 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 |
Investments & Acquisitions by Blue Zone Wealth Advisors
| 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 Zone Wealth Advisors
| 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 Zone Wealth Advisors Comparisons
Competitors of Blue Zone Wealth Advisors
| 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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Frequently Asked Questions about Blue Zone Wealth Advisors
Where is Blue Zone Wealth Advisors located?
Blue Zone Wealth Advisors is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
What does Blue Zone Wealth Advisors do?
Blue Zone Wealth Advisors is focused on delivering integrated wealth management and family office services to clients. The company operates in the financial sector, offering tailored strategies for asset protection, growth, and multi-generational estate planning. Solutions are designed to align with clients values, fostering clarity and long-term financial success through collaboration and transparency.
What products or services does Blue Zone Wealth Advisors offer?
Blue Zone Wealth Advisors offers Wealth Management and Family Office Services.