About Capital Management Group
Capital Management Group is a company based in Pearl River (United States) founded in 1992 by Thomas Mingone was acquired by High Tower in January 2024.. The company has 12 employees as of December 31, 2022. Capital Management Group offers products and services including Financial Planning, Asset Management, Estate Planning, and Risk Management. Capital Management Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Pearl River, United States
- Employees 12 as on 31 Dec, 2022
- Founders Thomas Mingone
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Capital Management Group, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
12
as on Dec 31, 2022
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Acquired by
High Tower
(Jan 09, 2024)
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Products & Services of Capital Management Group
Capital Management Group offers a comprehensive portfolio of products and services, including Financial Planning, Asset Management, Estate Planning, and Risk Management. 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.
Service for integrating financial and personal goals for individuals.
Helps evaluate and manage financial assets amid market conditions.
Assists in planning to avoid financial burdens for heirs.
Protects clients from various financial risks and uncertainties.
Funding Insights of Capital Management Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Investors in Capital Management Group
Capital Management Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include High Tower. 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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Provider of wealth management services
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Capital Management Group
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Capital Management Group
| 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 |
Capital Management Group Comparisons
Competitors of Capital Management Group
Capital Management Group 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
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| 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 Capital Management Group
When was Capital Management Group founded?
Capital Management Group was founded in 1992.
Where is Capital Management Group located?
Capital Management Group is headquartered in Pearl River, United States. It is registered at Pearl River, New York, United States.
How many employees does Capital Management Group have?
As of Dec 31, 2022, the latest employee count at Capital Management Group is 12.
What does Capital Management Group do?
Capital Management Group was founded in 1992 and is based in Pearl River, United States. Operations focus on the financial services sector, where a holistic approach is applied to client management. Services include financial planning, asset and risk management, and personalized consultations, extending beyond traditional wealth protection to encompass family needs. The company operates via cmgnewyork.com.
Who are the top competitors of Capital Management Group?
Capital Management Group's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Capital Management Group offer?
Capital Management Group offers Financial Planning, Asset Management, Estate Planning, and Risk Management.
Who are Capital Management Group's investors?
Capital Management Group has 1 investor. Key investors include High Tower.
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