About Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors is a company based in New Haven (United States). It operates as a Professional Services. Knights of Columbus Asset Advisors offers products and services including Mutual Funds, Separate Accounts, Model Portfolios, Target Date Portfolios, and Donor-Advised Funds. Knights of Columbus Asset Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter New Haven, 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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Social
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- Legal Name Boston Advisors Llc
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Annual Revenue
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Products & Services of Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors offers a comprehensive portfolio of products and services, including Mutual Funds, Separate Accounts, Model Portfolios, Target Date Portfolios, and Donor-Advised Funds. 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.
Investment funds are managed for diversified client portfolios.
Customized investment accounts are provided for individual clients.
Pre-designed portfolios are offered for various investment goals.
Retirement-focused portfolios are adjusted based on target dates.
Charitable giving funds are managed for faith-based investors.
Funding Insights of Knights of Columbus Asset Advisors
| 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 |
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Investments & Acquisitions by Knights of Columbus Asset 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 - Knights of Columbus Asset Advisors
| 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 |
Knights Of Columbus Asset Advisors Comparisons
Competitors of Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors 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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| 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 Knights Of Columbus Asset Advisors
Frequently Asked Questions about Knights of Columbus Asset Advisors
Where is Knights of Columbus Asset Advisors located?
Knights of Columbus Asset Advisors is headquartered in New Haven, United States. It is registered at New Haven, Connecticut, United States.
What does Knights of Columbus Asset Advisors do?
Investment products aligned with Catholic values are offered by Knights of Columbus Asset Advisors. Services including mutual funds, separate accounts, model portfolios, target date portfolios, and donor-advised funds are managed for clients. The firm operates with a portfolio worth over 29.5 billion and adheres to guidelines set by the United States Conference of Catholic Bishops. Sectors served include individual and institutional investors seeking faith-based financial solutions.
Who are the top competitors of Knights of Columbus Asset Advisors?
Knights of Columbus Asset Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Knights of Columbus Asset Advisors offer?
Knights of Columbus Asset Advisors offers Mutual Funds, Separate Accounts, Model Portfolios, Target Date Portfolios, and Donor-Advised Funds.