About Cherry Bekaert Wealth Management
Cherry Bekaert Wealth Management is a company based in Albany (United States) founded in 1998 was acquired by Choreo in November 2022.. Cherry Bekaert Wealth Management offers products and services including Financial Planning, Tax Planning, Insurance Planning, and Estate Planning. Cherry Bekaert Wealth Management operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Albany, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Products & Services of Cherry Bekaert Wealth Management
Cherry Bekaert Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Tax Planning, Insurance Planning, and Estate 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.
Offers personalized financial strategies for individuals and businesses.
Provides tax optimization and planning for various client needs.
Delivers insurance advice to protect financial assets.
Assists with estate management and legacy planning services.
Funding Insights of Cherry Bekaert Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Cherry Bekaert Wealth Management
Cherry Bekaert Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Choreo. 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 financial planning & advisory and wealth management services for investment industries
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Cherry Bekaert Wealth Management
| 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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Cherry Bekaert 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 |
investors |
Cherry Bekaert Wealth Management Comparisons
Competitors of Cherry Bekaert Wealth Management
Cherry Bekaert 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 Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, 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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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cherry Bekaert Wealth Management
Frequently Asked Questions about Cherry Bekaert Wealth Management
When was Cherry Bekaert Wealth Management founded?
Cherry Bekaert Wealth Management was founded in 1998.
Where is Cherry Bekaert Wealth Management located?
Cherry Bekaert Wealth Management is headquartered in Albany, United States.
What does Cherry Bekaert Wealth Management do?
Cherry Bekaert Wealth Management was established in 1998 and is headquartered in Albany, United States. Operations center on delivering wealth management solutions within the financial services sector. Services encompass investment advisory, financial planning, and portfolio management for individuals and organizations. The firm is led by Managing Director Wesley H. Watkins, with activities conducted primarily in the domestic market.
Who are the top competitors of Cherry Bekaert Wealth Management?
Cherry Bekaert Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Cherry Bekaert Wealth Management offer?
Cherry Bekaert Wealth Management offers Financial Planning, Tax Planning, Insurance Planning, and Estate Planning.
Who are Cherry Bekaert Wealth Management's investors?
Cherry Bekaert Wealth Management has 1 investor. Key investors include Choreo.