About Cambridge
Cambridge is a company based in Fairfield (United States) founded in 1981 by Eric Schwartz. It operates as a Brokerage / Intermediation, and Professional Services. Cambridge has raised $6.31 million across 1 funding round. Cambridge has completed 1 acquisition, including FCG Advisors. Cambridge offers products and services including Asset Management Solutions, Business Tools and Growth, Investment Solutions, and Technology Solutions.
- Headquarter Fairfield, United States
- Founders Eric Schwartz
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Cambridge Investment Research, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$6.31 M (USD)
in 1 rounds
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Latest Funding Round
$6.31 M (USD), Unspecified
Dec 31, 2023
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Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of Cambridge
Cambridge offers a comprehensive portfolio of products and services, including Asset Management Solutions, Business Tools and Growth, Investment Solutions, and Technology Solutions. 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.
Flexible investment solutions are provided for tailored business needs.
Expert resources are offered to support business success growth.
Holistic advice is delivered with broad product offerings available.
Client value is enhanced through innovative technology platforms provided.
Funding Insights of Cambridge
Cambridge has successfully raised a total of $6.31M through 1 strategic funding round. The most recent funding activity was a Unspecified round of $6.31 million completed in December 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Unspecified — $6.3M
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First Round
First Round
(31 Dec 2023)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec, 2023 | Amount | Unspecified - Cambridge | Valuation |
investors |
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| 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 |
Investments & Acquisitions by Cambridge
Cambridge has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include FCG Advisors. 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
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Investment and wealth management services are provided to clients.
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1994 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
|
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.
|
2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Cambridge
| 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 |
Cambridge Comparisons
Competitors of Cambridge
| 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 Cambridge
When was Cambridge founded?
Cambridge was founded in 1981 and raised its 1st funding round 42 years after it was founded.
Where is Cambridge located?
Cambridge is headquartered in Fairfield, United States.
Who is the current CEO of Cambridge?
Eric Schwartz is the current CEO of Cambridge. They have also founded this company.
Is Cambridge a funded company?
Cambridge is a funded company, having raised a total of $6.31M across 1 funding round to date. The company's 1st funding round was a Unspecified of $6.31M, raised on Dec 31, 2023.
What does Cambridge do?
Cambridge is established as an independent broker-dealer and registered investment advisor (RIA) firm, serving independent financial advisors for over 40 years. Support is provided through asset management solutions, business tools, investment solutions, and technology platforms. The firm operates in the financial services sector, focusing on empowering advisors, broker-dealers, and financial institutions with tailored resources. Scalability and autonomy are facilitated through robust infrastructure and customizable programs. A strong emphasis is placed on independence, allowing advisors to manage client relationships effectively. Community engagement and inclusion are prioritized to drive innovation and cultural impact.
What products or services does Cambridge offer?
Cambridge offers Asset Management Solutions, Business Tools and Growth, Investment Solutions, and Technology Solutions.
How many acquisitions has Cambridge made?
Cambridge has made 1 acquisition, including FCG Advisors.
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