About Chatham Wealth Management
Chatham Wealth Management is a company based in Chatham (United States) founded in 2000. It operates as a Professional Services. Chatham Wealth Management has completed 2 acquisitions, including McClatchy and RRD. Chatham Wealth Management offers products and services including Investment Management and Financial Planning. Chatham Wealth Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Nordea, Investec and BNP Paribas, among others.
- Headquarter Chatham, United States
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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
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- Legal Name Chatham Wealth Management
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Investments & Acquisitions
McClatchy
& 1 more
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Products & Services of Chatham Wealth Management
Chatham Wealth Management offers a comprehensive portfolio of products and services, including Investment Management and Financial Planning. 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.
Investment portfolios are managed for client wealth growth.
Future financial plans are crafted for client security.
Funding Insights of Chatham Wealth Management
| 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 |
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Investments & Acquisitions by Chatham Wealth Management
Chatham Wealth Management has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include McClatchy and RRD. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Multi-channel platform for marketing business communication
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1864 | ||||
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Provider of local news and information services
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1857 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Chatham Wealth Management
| 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 |
Chatham Wealth Management Comparisons
Competitors of Chatham Wealth Management
Chatham Wealth Management 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, Morgan Stanley, Nordea, Investec and BNP Paribas, 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 |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Nordea is recognized as a leading Nordic universal bank.
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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 |
Banking & financial service provider
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| domain | founded_year | HQ Location |
Diversified insurance and asset management services are offered globally.
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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 Chatham Wealth Management
When was Chatham Wealth Management founded?
Chatham Wealth Management was founded in 2000.
Where is Chatham Wealth Management located?
Chatham Wealth Management is headquartered in Chatham, United States.
What does Chatham Wealth Management do?
Chatham Wealth Management is focused on delivering customized financial planning and investment management services. Based in Chatham, New Jersey, the firm serves a select group of high net worth clients with fiduciary advice. Solutions are tailored to individual needs, covering retirement, estate, and tax planning. Wealth preservation and personalized client attention are prioritized in all offerings. The firm operates as a fee-only organization to avoid conflicts of interest. Sectors served include personal finance and wealth management for individuals seeking dedicated support.
Who are the top competitors of Chatham Wealth Management?
Chatham Wealth Management's top competitors include Fidelity Investments, Investec and Aviva.
What products or services does Chatham Wealth Management offer?
Chatham Wealth Management offers Investment Management and Financial Planning.