About Cascade Investment Group
Cascade Investment Group is a company based in Colorado Springs (United States) founded in 1985 was acquired by Eastern Colorado Bank in March 2020.. The company has 9 employees as of December 31, 2022. Cascade Investment Group offers products and services including Wealth Management, Investment Advice, Financial Planning, Retirement Planning, and Nonprofit Asset Management. Cascade Investment Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Colorado Springs, United States
- Employees 9 as on 31 Dec, 2022
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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 Cascade Investment 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
9
as on Dec 31, 2022
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Acquired by
Eastern Colorado Bank
(Mar 27, 2020)
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Products & Services of Cascade Investment Group
Cascade Investment Group offers a comprehensive portfolio of products and services, including Wealth Management, Investment Advice, Financial Planning, Retirement Planning, and Nonprofit Asset 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.
Personalized management of client assets and investments
Custom recommendations for investment strategies
Strategic planning for personal and retirement finances
Guidance on retirement savings and social security
Specialized services for nonprofit organizations
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Funding Insights of Cascade Investment 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 Cascade Investment Group
Cascade Investment Group has secured backing from 1 investor. Prominent investors backing the company include Eastern Colorado Bank. 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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Operates as a commercial bank providing deposit accounts, loans, and payment services to individual and business customers.
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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 Cascade Investment 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 - Cascade Investment 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 |
Cascade Investment Group Comparisons
Competitors of Cascade Investment Group
Cascade Investment 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, Northwestern Mutual and Principal, 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 |
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| 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 |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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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Latest news on Cascade Investment Group
Frequently Asked Questions about Cascade Investment Group
When was Cascade Investment Group founded?
Cascade Investment Group was founded in 1985.
Where is Cascade Investment Group located?
Cascade Investment Group is headquartered in Colorado Springs, United States. It is registered at Colorado Springs, Colorado, United States.
How many employees does Cascade Investment Group have?
As of Dec 31, 2022, the latest employee count at Cascade Investment Group is 9.
What does Cascade Investment Group do?
Cascade Investment Group, established in 1985, excels in offering financial products and advice, managing assets, and diversified. Provider of investment wealth management services. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Cascade Investment Group?
Cascade Investment Group's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Cascade Investment Group offer?
Cascade Investment Group offers Wealth Management, Investment Advice, Financial Planning, Retirement Planning, and Nonprofit Asset Management.
Who are Cascade Investment Group's investors?
Cascade Investment Group has 1 investor. Key investors include Eastern Colorado Bank.