Cadaret Grant

Syracuse, United States Founded: 1985 • Age: 41 yrs Acquired By Atria Wealth Solutions
Stock brokerage services are provided to clients nationwide.
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About Cadaret Grant

Cadaret Grant is a company based in Syracuse (United States) founded in 1985 was acquired by Atria Wealth Solutions in April 2018.. The company has 92 employees as of December 31, 2022.

  • Headquarter Syracuse, United States
  • Employees 92 as on 31 Dec, 2022
  • Sectors
    Professional & Legal Services
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
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Operational Areas
Professional & Legal Services → Legal & Advisory Services
Financial Services → Capital Markets & Trading
Key Metrics
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People of Cadaret Grant
Headcount 50-200
Employee Profiles 7
Employee Profiles
People
Emily Clark
Manager Of Cashiering At Cadaret, Grant & Co., Inc.
People
Wade Wiers
Vice President, Controller
People
Sherrie Destevens
Vice President Human Resources
People
Matthew O'Connor
Vice President, Accounting Manager

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Funding Insights of Cadaret Grant

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Cadaret Grant

Cadaret Grant has secured backing from 1 investor. Prominent investors backing the company include Atria Wealth Solutions. 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.

All
Investor Description Founded Year Domain Location
Wealth management services are provided to clients nationwide.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Cadaret Grant

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Cadaret Grant

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Cadaret Grant Comparisons

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Competitors of Cadaret Grant

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Cadaret Grant

Frequently Asked Questions about Cadaret Grant

When was Cadaret Grant founded?

Cadaret Grant was founded in 1985.

Where is Cadaret Grant located?

Cadaret Grant is headquartered in Syracuse, United States. It is registered at Syracuse, New York, United States.

How many employees does Cadaret Grant have?

As of Dec 31, 2022, the latest employee count at Cadaret Grant is 92.

What does Cadaret Grant do?

Cadaret Grant was established in 1985 in Syracuse, United States, within the financial services sector. Stock brokerage services are offered to individual and institutional clients. Operations focus on facilitating trades, investment advice, and related financial transactions. The company maintains its headquarters in Syracuse and extends services across the United States. Online access is available through cadaretgrant.com.

Who are Cadaret Grant's investors?

Cadaret Grant has 1 investor. Key investors include Atria Wealth Solutions.

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