About Buchanan Capital
Buchanan Capital is a company based in Billings (United States) founded in 2002. It operates as a B2B, and B2C. The company has 4 employees as of December 31, 2022. Buchanan Capital has completed 1 acquisition, including time:matters. Buchanan Capital offers products and services including Wealth Management, Retirement Planning, Investment and Asset Management, Business Services, and Client Advising. Buchanan Capital operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Billings, United States
- Employees 4 as on 31 Dec, 2022
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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 Buchanan Capital, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
4
as on Dec 31, 2022
- Investments & Acquisitions
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Products & Services of Buchanan Capital
Buchanan Capital offers a comprehensive portfolio of products and services, including Wealth Management, Retirement Planning, Investment and Asset Management, Business Services, and Client Advising. 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.
Customized planning for financial growth and estate strategies.
Guidance on 401ks, IRAs, and pensions for secure futures.
Tailored portfolios for individuals and institutional clients.
Advice on employee benefits and key business decisions.
Insights on life decisions impacting financial strategies.
Funding Insights of Buchanan Capital
| 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 |
Investments & Acquisitions by Buchanan Capital
Buchanan Capital has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include time:matters. 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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Provider of time-critical global logistics solutions
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2002 |
| 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 - Buchanan Capital
| 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 |
Buchanan Capital Comparisons
Competitors of Buchanan Capital
Buchanan Capital 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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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 |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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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 |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Buchanan Capital
When was Buchanan Capital founded?
Buchanan Capital was founded in 2002.
Where is Buchanan Capital located?
Buchanan Capital is headquartered in Billings, United States. It is registered at Billings, Montana, United States.
How many employees does Buchanan Capital have?
As of Dec 31, 2022, the latest employee count at Buchanan Capital is 4.
What does Buchanan Capital do?
Buchanan Capital, Inc. is an independent investment advisory firm that delivers personalized financial services to individuals and institutions. They focus on conservative strategies, market research, and custom portfolios to build wealth. Services include estate planning, retirement accounts, and business advising. Based in Montana, they prioritize ongoing client relationships for long-term financial security and generational planning.
Who are the top competitors of Buchanan Capital?
Buchanan Capital's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Buchanan Capital offer?
Buchanan Capital offers Wealth Management, Retirement Planning, Investment and Asset Management, Business Services, and Client Advising.
How many acquisitions has Buchanan Capital made?
Buchanan Capital has made 1 acquisition, including time:matters.