About City Fiduciary Group
City Fiduciary Group is a company based in Vancouver (United States) founded in 2020 was acquired by Allworth Financial in November 2024.. City Fiduciary Group offers products and services including Financial Planning, Investment Management, Tax Planning, Estate Planning, and Insurance Services. City Fiduciary Group operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
- Headquarter Vancouver, United States
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Allworth Financial
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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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Acquired by
Allworth Financial
(Nov 12, 2024)
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Products & Services of City Fiduciary Group
City Fiduciary Group offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, Estate Planning, and Insurance Services. 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.
Personalized planning for wealth and retirement goals
Management of investments for financial growth
Strategies for tax optimization and compliance
Assistance with estate and inheritance planning
Provision of insurance options for protection
Funding Insights of City Fiduciary Group
| 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 City Fiduciary Group
City Fiduciary Group has secured backing from 1 investor. Prominent investors backing the company include Allworth Financial. 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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Provider of retirement planning services
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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 City Fiduciary 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 - City Fiduciary Group
| 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 |
City Fiduciary Group Comparisons
Competitors of City Fiduciary Group
City Fiduciary 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 The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, 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 |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial planning and advisory platform
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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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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Frequently Asked Questions about City Fiduciary Group
When was City Fiduciary Group founded?
City Fiduciary Group was founded in 2020.
Where is City Fiduciary Group located?
City Fiduciary Group is headquartered in Vancouver, United States. It is registered at Vancouver, Washington, United States.
What does City Fiduciary Group do?
City Fiduciary Group was founded in 2020 and is based in Vancouver, United States. Operations focus on the financial services sector, where a variety of advisory and planning solutions are delivered. Services encompass retirement planning, investment management, tax preparation, CPA support, estate planning, and general financial guidance. These offerings are tailored for individual and business clients in the region.
Who are the top competitors of City Fiduciary Group?
City Fiduciary Group's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does City Fiduciary Group offer?
City Fiduciary Group offers Financial Planning, Investment Management, Tax Planning, Estate Planning, and Insurance Services.
Who are City Fiduciary Group's investors?
City Fiduciary Group has 1 investor. Key investors include Allworth Financial.
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