About Chung Wu Investment Group
Chung Wu Investment Group is a company based in Sugar Land (United States) founded in 2014. It operates as a B2C. Chung Wu Investment Group offers products and services including Portfolio Management, Wealth Management, and Financial Planning. Chung Wu Investment Group operates in a competitive market with competitors including PineBridge Investments, Merrill Edge, SPDG Ventures, Advisors Preferred and SRN Advisors, among others.
- Headquarter Sugar Land, United States
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Sectors
Financial Services
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Phone
*********
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Website
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- Legal Name Chung Wu Investment Group, Llc
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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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Products & Services of Chung Wu Investment Group
Chung Wu Investment Group offers a comprehensive portfolio of products and services, including Portfolio Management, Wealth 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.
Service for managing client investment portfolios effectively.
Advisory for financial goals and risk management strategies.
Guidance on wealth strategies and investment opportunities.
Funding Insights of Chung Wu Investment Group
| 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 |
Investments & Acquisitions by Chung Wu Investment Group
| 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 |
Financial Statements - Chung Wu Investment Group
| 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 |
Chung Wu Investment Group Comparisons
Competitors of Chung Wu Investment Group
Chung Wu Investment Group 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 PineBridge Investments, Merrill Edge, SPDG Ventures, Advisors Preferred and SRN Advisors, 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 |
Diversified investment management in multi-asset and fixed income is conducted.
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| domain | founded_year | HQ Location |
Operates as an investment management and trading firm offering financial solutions.
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| domain | founded_year | HQ Location |
Operates as a diversified portfolio management firm for clients.
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| domain | founded_year | HQ Location |
Offers investment management strategies for clients.
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| domain | founded_year | HQ Location |
Provides portfolio management, education, and construction for ETFs and investors.
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| domain | founded_year | HQ Location |
Delivers comprehensive portfolio management services for investors.
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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 Chung Wu Investment Group
Frequently Asked Questions about Chung Wu Investment Group
When was Chung Wu Investment Group founded?
Chung Wu Investment Group was founded in 2014.
Where is Chung Wu Investment Group located?
Chung Wu Investment Group is headquartered in Sugar Land, United States. It is registered at Sugar Land, Texas, United States.
What does Chung Wu Investment Group do?
Chung Wu Investment Group, LLC specializes in financial planning and wealth management, focusing on families and individuals through personalized advisory services. They offer portfolio management and resources for investment opportunities, emphasizing ethical standards and professional expertise. Based in Sugar Land, Texas, they help clients pursue financial goals with a pragmatic approach, supported by affiliations like Raymond James.
Who are the top competitors of Chung Wu Investment Group?
Chung Wu Investment Group's top competitors include PineBridge Investments, Merrill Edge and SPDG Ventures.
What products or services does Chung Wu Investment Group offer?
Chung Wu Investment Group offers Portfolio Management, Wealth Management, and Financial Planning.
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