About Burgundy
Burgundy is a company based in Toronto (Canada) founded in 1990 by Richard Rooney and Tony Arrell was acquired by BMO in June 2025.. The company has 1 employees as of December 31, 2021. Burgundy offers products and services including Equity Approach, Credit Approach, and Sustainable Investing. Burgundy operates in a competitive market with competitors including Investec, S&P Global, Bank of America, State Street and FIS, among others.
- Headquarter Toronto, Canada
- Employees 1 as on 31 Dec, 2021
- Founders Richard Rooney, Tony Arrell
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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 Burgundy Asset Management (Us) Llc
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Products & Services of Burgundy
Burgundy offers a comprehensive portfolio of products and services, including Equity Approach, Credit Approach, and Sustainable Investing. 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.
Strategy for investing in quality companies at value prices.
Focuses on income generation through bond investments.
Integrates ESG factors into long-term portfolio management.
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Funding Insights of Burgundy
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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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 Burgundy
Burgundy has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include BMO. 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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BMO is recognized as a leading financial services provider in Canada.
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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 Burgundy
| 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 - Burgundy
| 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 |
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Burgundy Comparisons
Competitors of Burgundy
Burgundy 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 Investec, S&P Global, Bank of America, State Street and FIS, 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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Global banking, investment, and wealth management services are offered worldwide.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Software suites for banks and financial institutions are provided.
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Insurance and asset management services are offered to diverse clients.
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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 Burgundy
Frequently Asked Questions about Burgundy
When was Burgundy founded?
Burgundy was founded in 1990.
Where is Burgundy located?
Burgundy is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Who is the current CEO of Burgundy?
Tony Arrell is the current CEO of Burgundy. They have also founded this company.
How many employees does Burgundy have?
As of Dec 31, 2021, the latest employee count at Burgundy is 1.
What does Burgundy do?
Founded in 1990 in Toronto, Canada, Burgundy functions as a diversified asset management firm. A disciplined, research-driven, bottom-up approach is applied to select strong companies trading below intrinsic value. Client wealth is protected and expanded over extended periods. Long-term client relationships are fostered, with asset allocation customized to specific needs. Operations prioritize adherence to clients interests within the financial sector.
Who are the top competitors of Burgundy?
Burgundy's top competitors include Investec, S&P Global and Bank of America.
What products or services does Burgundy offer?
Burgundy offers Equity Approach, Credit Approach, and Sustainable Investing.
Who are Burgundy's investors?
Burgundy has 1 investor. Key investors include BMO.
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