About Capital Growth Planning
Capital Growth Planning is a company based in El Cajon (United States) founded in 1969. It operates as a B2B. Capital Growth Planning has raised $1.35 million across 5 funding rounds. Capital Growth Planning operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter El Cajon, United States
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Total Equity Funding
$1.35 M (USD)
in 5 rounds
-
Latest Funding Round
$50 K (USD), Unspecified
Aug 31, 2011
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Funding Insights of Capital Growth Planning
Capital Growth Planning has successfully raised a total of $1.35M across 5 strategic funding rounds. The most recent funding activity was a Unspecified round of $50 thousand completed in August 2011. 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 5
- Last Round Unspecified — $50,000
-
First Round
First Round
(29 Dec 2009)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug, 2011 | Amount | Unspecified - Capital Growth Planning | Valuation |
investors |
|
| Aug, 2011 | Amount | Unspecified - Capital Growth Planning | Valuation |
investors |
|
| Jul, 2011 | Amount | Unspecified - Capital Growth Planning | Valuation |
investors |
|
| 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 |
Investments & Acquisitions by Capital Growth Planning
| 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 - Capital Growth Planning
| 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 |
Capital Growth Planning Comparisons
Competitors of Capital Growth Planning
Capital Growth Planning 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 Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
|
|
| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
|
|
| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
|
| 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.
|
Frequently Asked Questions about Capital Growth Planning
When was Capital Growth Planning founded?
Capital Growth Planning was founded in 1969 and raised its 1st funding round 40 years after it was founded.
Where is Capital Growth Planning located?
Capital Growth Planning is headquartered in El Cajon, United States. It is registered at El Cajon, California, United States.
Is Capital Growth Planning a funded company?
Capital Growth Planning is a funded company, having raised a total of $1.35M across 5 funding rounds to date. The company's 1st funding round was a Unspecified of $85K, raised on Dec 29, 2009.
What does Capital Growth Planning do?
Capital Growth Planning, established in 1969, excels in finance, investment management, managing funds, and portfolio diversification. Specializes in investment management for diversified funds and portfolios. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.
Who are the top competitors of Capital Growth Planning?
Capital Growth Planning's top competitors include Fidelity Investments, Investec and Guggenheim Partners.