Churchill Management

Founded: 1999 • Age: 27 yrs Acquired By Focus Financial Partners
Wealth management and financial planning are provided by Churchill Management.
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About Churchill Management

Churchill Management is a company founded in 1999 was acquired by Focus Financial Partners in May 2025.. The company has 113 employees as of December 31, 2022. Churchill Management offers products and services including Investment Management and Financial Planning. Churchill Management operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Prudent and Thrivent, among others.

  • Employees 113 as on 31 Dec, 2022
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Churchill Management Corporation
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Products & Services of Churchill Management

Churchill 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.

Primary

Customizable plans to manage investments across market conditions

Personalized advice for long-term financial objectives and risk analysis

People of Churchill Management
Headcount 50-200
Employee Profiles 32
Employee Profiles
People
Connor Renley
Relationship Associate
People
Steve Tyrrell
Vice President
People
Jeffrey Darien
Vice President
People
Bryan Turnbow
Vice President

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Funding Insights of Churchill Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Churchill Management

Churchill Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Focus Financial Partners. 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.

All
Institutional
Investor Description Founded Year Domain Location
Business consulting services are provided to banks and lending institutions.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Churchill Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Churchill Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Churchill Management Comparisons

Employees
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Competitors of Churchill Management

Churchill 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 MassMutual, American Family Insurance, Point Digital Finance, Prudent and Thrivent, 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
domain founded_year HQ Location
Mutual life insurance company
domain founded_year HQ Location
Personal and business insurance products are provided nationwide.
domain founded_year HQ Location
Fractional home equity is sold online for interest-free loans.
domain founded_year HQ Location
Provider of financial products and investment services
domain founded_year HQ Location
Financial services are offered by Thrivent as a not-for-profit entity.
domain founded_year HQ Location
Synechron is recognized as a global technology and AI consulting firm.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Churchill Management

Frequently Asked Questions about Churchill Management

When was Churchill Management founded?

Churchill Management was founded in 1999.

How many employees does Churchill Management have?

As of Dec 31, 2022, the latest employee count at Churchill Management is 113.

What does Churchill Management do?

Churchill Management Group was founded in 1999 as a wealth management firm. Investment management and financial planning solutions are offered to clients. Operations center on sophisticated strategies within the financial services sector. Services encompass portfolio management and advisory support. The firm maintains an online presence through churchillmanagement.com, with activities primarily conducted in the United States.

Who are the top competitors of Churchill Management?

Churchill Management's top competitors include MassMutual, Point Digital Finance and Prudent.

What products or services does Churchill Management offer?

Churchill Management offers Investment Management and Financial Planning.

Who are Churchill Management's investors?

Churchill Management has 1 investor. Key investors include Focus Financial Partners.

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