About BNY Mellon Wealth
BNY Mellon Wealth is a company based in New York (United States) founded in 1784 by Alexander Hamilton was acquired by Guardian Capital in March 2021.. BNY Mellon Wealth operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter New York, United States
- Founders Alexander Hamilton
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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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Annual Revenue
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Net Profit
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Guardian Capital
(Mar 01, 2021)
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Leadership Team
297 people
Software Development Team
163 people
Product Management Team
39 people
Finance and Accounting
29 people
Data Analysis and Operations Team
23 people
Legal and Compliance
19 people
Senior Team
18 people
Sales and Marketing
14 people
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Funding Insights of BNY Mellon Wealth
| 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 BNY Mellon Wealth
BNY Mellon Wealth has secured backing from 1 investor. Prominent investors backing the company include Guardian 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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Diversified investment management services are provided across various assets.
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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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Investments & Acquisitions by BNY Mellon Wealth
| 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 - BNY Mellon Wealth
| 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 |
Bny Mellon Wealth Comparisons
Competitors of BNY Mellon Wealth
BNY Mellon Wealth 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 Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, 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 |
M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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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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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Bny Mellon Wealth
Frequently Asked Questions about BNY Mellon Wealth
When was BNY Mellon Wealth founded?
BNY Mellon Wealth was founded in 1784.
Where is BNY Mellon Wealth located?
BNY Mellon Wealth is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of BNY Mellon Wealth?
Catherine Keating is the current CEO of BNY Mellon Wealth.
What does BNY Mellon Wealth do?
The firm was established in 1784 in New York, United States, as a wealth management entity within the financial sector. Operations focus on asset management, investment advisory, and estate planning for affluent individuals and institutions. Services are delivered through a network centered in the U.S., with leadership provided by CEO Catherine Keating. Historical roots trace back to founder Alexander Hamilton, emphasizing long-term financial strategies.
Who are the top competitors of BNY Mellon Wealth?
BNY Mellon Wealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Who are BNY Mellon Wealth's investors?
BNY Mellon Wealth has 1 investor. Key investors include Guardian Capital.