About Cercano Management
Cercano Management is a Financial Services company based in Bellevue (United States) founded in 2021. It provides investment advisory services to ultra-high-net-worth individuals and families. It operates on a B2B model. Its website cercanolp.com draws about 681 thousand monthly visits. Cercano Management offers products and services including Investment Advisory Services. Its focus areas include FinTech, Investment Tech, Wealth Management and Advisory Services. Its legal entity is Cercano Management LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Cercano Management LLC, based in Bellevue, Washington, is an SEC-registered investment adviser. It offers investment advisory and related services to ultra-high-net-worth individuals, their families, family foundations, charitable organizations, and other entities. The company operates from offices in Atlanta, Georgia; Singapore; and Wayzata, Minnesota, focusing on personalized financial guidance.
- Headquarters Bellevue, United States
- SectorsFinancial Services
- Website cercanolp.com
- Legal Name Cercano Management Llc
Products & Services of Cercano Management
Cercano Management offers a comprehensive portfolio of products and services, including Investment Advisory Services.
Offers personalized investment advice for high-net-worth clients and entities
People of Cercano Management
55 people are tracked at Cercano Management (27 in leadership, 28 in team).
| Name | Role | Group |
|---|---|---|
Chris Orndorff | CEO & Chief Investment Officer | Leadership |
Tommy Teo | Managing Director & Head of Southeast Asia | Leadership |
David Seeberan | Partner | Leadership |
Joel Shoop | CFO | Leadership |
Reilly F. | Associate Director | Leadership |
Jim Carlisle | Director | Leadership |
Colton Wieck | Associate Director | Leadership |
Andrew Foster | Director Of Treasury | Leadership |
Rick Roberts | Partner - Investor | Leadership |
Kathy Goodwin | Director | Leadership |
Jason Kissell | Associate Director, Reporting & Analytics | Leadership |
Laurie Matthews | Associate Director - Fund Accounting | Leadership |
Steve Hall | Venture Partner | Leadership |
Alex Frink | Head Of Equity Trading | Leadership |
Afroza Ahmed | Head Of Information Technology | Leadership |
Danika Ariadna | Vice President | Leadership |
Courtney Hughes | Director, Compliance | Leadership |
Minjie Yu | Managing Director | Leadership |
Ryan Gochenaur | Director - Reporting & Analytics | Leadership |
Elizabeth Bernstein | Partner/portfolio Manager | Leadership |
35 more people are available in the full profile.
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Competitors of Cercano Management
Cercano Management has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| 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. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Cercano Management
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Web traffic of Cercano Management
The website of Cercano Management (cercanolp.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Cercano Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Cercano Management
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- Audience overlap
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Cercano Management (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Cercano Management
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Frequently Asked Questions about Cercano Management
Cercano Management was founded in 2021.
Cercano Management is headquartered in Bellevue, United States. It is registered at Bellevue, Washington, United States.
Cercano Management LLC, based in Bellevue, Washington, is an SEC-registered investment adviser. It offers investment advisory and related services to ultra-high-net-worth individuals, their families, family foundations, charitable organizations, and other entities. The company operates from offices in Atlanta, Georgia; Singapore; and Wayzata, Minnesota, focusing on personalized financial guidance.
Cercano Management's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Cercano Management offers Investment Advisory Services.
Cercano Management operates through Cercano Management Llc.
The website of Cercano Management receives about 681 thousand visits a month.