About Candide Group
Candide Group is a Financial Services company based in Oakland (United States) founded in 2017. Diversified assets are managed for clients by the firm. Candide Group offers products and services including Investment Advisory and Portfolio Management. Its focus areas include Asset Management and Diversified. Its competitors include AlphaSense, Fidelity Investments and Morgan Stanley; 2 of its 3 listed competitors have raised funding.
Company details
Candide Group was established in 2017 and is based in Oakland, United States. Asset management activities are diversified across various investment types. Services encompass portfolio oversight and strategic allocation for institutional and individual clients. Operations are centered in the financial sector, with a focus on long-term value preservation. The firms online presence is maintained through candidegroup.com.
- Headquarters Oakland, United States
- SectorsFinancial Services
- Website candidegroup.com
- Social LinkedIn X
- Latest Funding Round$206.5K (USD), Grant
Jul 2024
- Investors
Products & Services of Candide Group
Candide Group offers a comprehensive portfolio of products and services, including Investment Advisory and Portfolio Management.
Offers guidance for aligning investments with social justice values
Manages funds focused on social justice and new economy initiatives
Funding Insights of Candide Group
- Total Rounds 1
- Last Round Grant — $206,500
- First Round $206,500
(Jul 2024)
- Investors Count 1
All 1 funding rounds of Candide Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2024 | $206,500 | Grant | – | – |
1 investors in total: 1 institutional.
Investors in Candide Group
Candide Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include OSTI.GOV.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Scientific and technical information is managed and disseminated by OSTI.GOV. | osti.gov | Oak Ridge, United States |
Investor details for Candide Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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Timeline of Candide Group
2 dated milestones of Candide Group across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Candide Group is founded.
- Funding First funding round of $206K.
Competitors of Candide Group
Candide Group has 3 listed competitors in our database, 2 of them funded. They include AlphaSense, Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Candide Group
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Verified entity values are shown only after access is granted.
Web traffic of Candide Group
The website of Candide Group (candidegroup.com) receives about 2.5K visits a month.
- Monthly visits2.5K
▼ 13.5% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Candide Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Candide Group
Candide Group was founded in 2017 and raised its 1st funding round 7 years after it was founded.
Candide Group is headquartered in Oakland, United States. It is registered at Oakland, California, United States.
Candide Group was established in 2017 and is based in Oakland, United States. Asset management activities are diversified across various investment types. Services encompass portfolio oversight and strategic allocation for institutional and individual clients. Operations are centered in the financial sector, with a focus on long-term value preservation. The firms online presence is maintained through candidegroup.com.
Candide Group's top competitors include Fidelity Investments, AlphaSense and Morgan Stanley.
Candide Group offers Investment Advisory and Portfolio Management.
Candide Group has 1 investor. Key investors include OSTI.GOV.