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
Locked
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Website
Locked
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Social
Locked
- Legal Name Cambridge Investment Research, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
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Employee Count
Not available
- 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.
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.
Investments & Acquisitions by Cambridge
Cambridge has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include FCG Advisors.
Investment portfolio details for Cambridge
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Investment and wealth management services are provided to clients.
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Locked | Locked | 1994 | Locked |
Complete acquisition details for Cambridge
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Financial Statements - Cambridge
Detailed financials for Cambridge
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Cambridge Comparisons
Peer comparison for Cambridge
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Competitors of Cambridge
Detailed competitors of Cambridge
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Latest news on Cambridge
Complete news archive for Cambridge
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Frequently Asked Questions about Cambridge
Cambridge was founded in 1981 and raised its 1st funding round 42 years after it was founded.
Cambridge is headquartered in Fairfield, United States.
Eric Schwartz is the current CEO of Cambridge. They have also founded this company.
Cambridge is a funded company, having raised a total of $6.31M across 1 funding round to date.
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.
Cambridge offers Asset Management Solutions, Business Tools and Growth, Investment Solutions, and Technology Solutions.
Cambridge has made 1 acquisition, including FCG Advisors.