About Circa Capital
Circa Capital is a company based in Alpharetta (United States) founded in 2011. It operates as a B2B and B2C. Circa Capital offers products and services including Investment Management, Outsourced Chief Investment Officer, and Concentrated Stock Management. Circa Capital operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Alpharetta, United States
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Sectors
Financial Services
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Phone
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Website
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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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Employee Count
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Products & Services of Circa Capital
Circa Capital offers a comprehensive portfolio of products and services, including Investment Management, Outsourced Chief Investment Officer, and Concentrated Stock Management.
Manages stock and fixed income portfolios for clients
Provides expertise to advisory firms for portfolio reviews
Uses options to mitigate risks in large stock holdings
Funding Insights of Circa Capital
Detailed funding history for Circa Capital
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Investments & Acquisitions by Circa Capital
Investment portfolio details for Circa Capital
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Financial Statements - Circa Capital
Detailed financials for Circa Capital
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Circa Capital Comparisons
Peer comparison for Circa Capital
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Competitors of Circa Capital
Circa Capital 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Financial services are provided to consumers and corporations worldwide.
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Detailed competitors of Circa Capital
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Latest news on Circa Capital
Complete news archive for Circa Capital
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Frequently Asked Questions about Circa Capital
Circa Capital was founded in 2011.
Circa Capital is headquartered in Alpharetta, United States. It is registered at Alpharetta, Georgia, United States.
Circa Capital is an investment management firm that delivers services such as portfolio management, outsourced Chief Investment Officer support, and risk management for concentrated stocks. It serves individuals, businesses, and advisory firms across North America through experienced CFA charterholders. Based in Alpharetta, Georgia, the firm focuses on high-quality investments and customized strategies to help clients achieve their financial goals while balancing risk and return.
Circa Capital's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
Circa Capital offers Investment Management, Outsourced Chief Investment Officer, and Concentrated Stock Management.