About Claremont Capital Management
Claremont Capital Management is a Financial Services company based in Phoenix (United States) founded in 2004. It provides SEC-registered advisory for tax-efficient, risk-adjusted investment portfolios. It operates on a B2B and B2C model. Claremont Capital Management offers products and services including Portfolio Management Service. Its focus areas include FinTech, Investment Tech, Risk Management and Advisory Services. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
Claremont Capital Management operates as an SEC registered investment advisor, focusing on tax-efficient and risk-adjusted portfolio management to help clients optimize returns. They emphasize strategies that minimize taxes and risks, drawing from philosophies like those of Charlie Munger on market realities. While specific locations are not detailed, their services likely target individual or institutional investors seeking professional financial advice. No explicit client or operational details are provided beyond core activities.
- Headquarters Phoenix, United States
- SectorsFinancial Services
- Email••••••••
- Website claremontcapital.com
- Legal Name Claremont Capital Management
Products & Services of Claremont Capital Management
Claremont Capital Management offers a comprehensive portfolio of products and services, including Portfolio Management Service.
Delivers tax-efficient, risk-adjusted strategies for client portfolios.
Competitors of Claremont Capital Management
Claremont Capital Management has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Claremont Capital Management
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Top companies in Insurance Technology & Support Services
3 companies that operate in the same segment as Claremont Capital Management (Insurance Technology & Support Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | USD 1.48 B | 226 | ||
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | |||
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | 699 |
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Frequently Asked Questions about Claremont Capital Management
Claremont Capital Management was founded in 2004.
Claremont Capital Management is headquartered in Phoenix, United States. It is registered at Phoenix, Arizona, United States.
Claremont Capital Management operates as an SEC registered investment advisor, focusing on tax-efficient and risk-adjusted portfolio management to help clients optimize returns. They emphasize strategies that minimize taxes and risks, drawing from philosophies like those of Charlie Munger on market realities. While specific locations are not detailed, their services likely target individual or institutional investors seeking professional financial advice. No explicit client or operational details are provided beyond core activities.
Claremont Capital Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Claremont Capital Management offers Portfolio Management Service.
Claremont Capital Management operates through Claremont Capital Management.