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
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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
Employee Count
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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. 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.
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
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Funding Insights of Choreo
| 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 Choreo
Choreo has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Parthenon Capital. 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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Multiple sectors are invested in by this private equity fund.
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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 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. 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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Professional football club management and operations are provided.
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2014 | ||||
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Provider of wealth management services
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1998 | ||||
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Business advisory, finance, and accounting services are provided to clients.
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1910 |
| 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.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Choreo
| 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 |
Choreo Comparisons
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. 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 |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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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 Choreo
Frequently Asked Questions about Choreo
When was Choreo founded?
Choreo was founded in 2021.
Where is Choreo located?
Choreo is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Who is the current CEO of Choreo?
Larry Miles is the current CEO of Choreo.
What does Choreo do?
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.
Who are the top competitors of Choreo?
Choreo's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Choreo offer?
Choreo offers Financial Planning, Tax Planning, Investment Services, and Estate Planning.
How many acquisitions has Choreo made?
Choreo has made 3 acquisitions, including BDO, Cherry Bekaert Wealth Management, and Enso Wealth Management.
Who are Choreo's investors?
Choreo has 1 investor. Key investors include Parthenon Capital.
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