About Choreo
Choreo is a company based in Chicago (United States) founded in 2021 was acquired by Parthenon Capital in February 2022. Choreo has completed 3 acquisitions, including BDO, Cherry Bekaert Wealth Management and Enso Wealth Management. Choreo offers products and services including Financial Planning, Tax Planning, Investment Services, and Estate Planning. Choreo operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter Chicago, 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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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
Not available
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Investments & Acquisitions
BDO
& 2 more
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Acquired by
Parthenon Capital
(Feb 22, 2022)
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Products & Services of Choreo
Choreo offers a comprehensive portfolio of products and services, including Financial Planning, Tax Planning, Investment Services, and Estate Planning.
Provides personalized strategies for financial goals and risk management
Offers guidance on tax strategies for individuals and businesses
Delivers advice on public and private investments for wealth growth
Assists with estate and dynastic wealth planning services
People of Choreo
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Funding Insights of Choreo
Detailed funding history for Choreo
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Investors in Choreo
Choreo has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Parthenon Capital.
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Multiple sectors are invested in by this private equity fund.
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Investor details for Choreo
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Investments & Acquisitions by Choreo
Choreo has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include BDO, Cherry Bekaert Wealth Management and Enso Wealth Management.
Investment portfolio details for Choreo
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Professional football club management and operations are provided.
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Provider of wealth management services
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Business advisory, finance, and accounting services are provided to clients.
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Complete acquisition details for Choreo
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Verified entity values are shown only after access is granted.
Financial Statements - Choreo
Detailed financials for Choreo
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Choreo Comparisons
Peer comparison for Choreo
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Competitors of Choreo
Choreo 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, Guggenheim Partners and S&P Global, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Asset management and investment advisory services are provided to clients.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Wealth management solutions are delivered for asset managers.
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Detailed competitors of Choreo
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Latest news on Choreo
Complete news archive for Choreo
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Frequently Asked Questions about Choreo
Choreo was founded in 2021.
Choreo is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Larry Miles is the current CEO of Choreo.
Choreo was founded in 2021 and is headquartered in Chicago, United States. Financial planning and advisory services, along with wealth management, are offered to clients in the investment sector. Operations focus on supporting investment industries through tailored financial strategies. Leadership includes Larry Miles as CEO and Tracey Richardson as Senior Director, ensuring structured oversight of advisory activities.
Choreo's top competitors include Fidelity Investments, Investec and S&P Global.
Choreo offers Financial Planning, Tax Planning, Investment Services, and Estate Planning.
Choreo has made 3 acquisitions, including BDO, Cherry Bekaert Wealth Management, and Enso Wealth Management.
Choreo has 1 investor. Key investors include Parthenon Capital.