About Clarfeld
Clarfeld is a company based in Tarrytown (United States) founded in 1981 by Rob Clarfeld was acquired by Citizens Bank in November 2018.. Clarfeld operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Rockefeller Capital Management, Silvercrest Asset Management Group, Pathstone Federal Street and Cresset Capital Management, among others.
- Headquarter Tarrytown, United States
- Founders Rob Clarfeld
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
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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
Citizens Bank
& 1 more
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Employee Count
Employee Count
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Acquired by
Citizens Bank
(Nov 05, 2018)
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Funding Insights of Clarfeld
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug, 2013 | Amount | Private Equity Round - Clarfeld | Valuation |
investors |
| 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 |
Investors in Clarfeld
Clarfeld has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Citizens Bank and Affiliated Managers Group. 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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Asset management services and investment products are provided globally.
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Founded Year | Domain | Location | |
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Commercial banking services are provided to individuals and businesses.
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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 Clarfeld
| 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 - Clarfeld
| 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 |
Clarfeld Comparisons
Competitors of Clarfeld
Clarfeld 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 Stonehage Fleming Family & Partners, Rockefeller Capital Management, Silvercrest Asset Management Group, Pathstone Federal Street and Cresset Capital Management, 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 |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
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| domain | founded_year | HQ Location |
Provider of multi family office services
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| domain | founded_year | HQ Location |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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| domain | founded_year | HQ Location |
Provides equity capital and strategic advice to growth-oriented companies across sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Clarfeld
Frequently Asked Questions about Clarfeld
When was Clarfeld founded?
Clarfeld was founded in 1981 and raised its 1st funding round 32 years after it was founded.
Where is Clarfeld located?
Clarfeld is headquartered in Tarrytown, United States. It is registered at Tarrytown, New York, United States.
Who is the current CEO of Clarfeld?
Rob Clarfeld is the current CEO of Clarfeld. They have also founded this company.
What does Clarfeld do?
Clarfeld was founded in 1981 as a multi-family office based in Tarrytown, United States. Comprehensive financial services, including investment management and estate planning, are offered to high-net-worth individuals and families. Operations focus on personalized wealth strategies, tax optimization, and philanthropy advisory. The firm is led by founder Rob Clarfeld as CEO, serving clients across the region through its established platform.
Who are the top competitors of Clarfeld?
Clarfeld's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
Who are Clarfeld's investors?
Clarfeld has 2 investors. Key investors include Citizens Bank, and Affiliated Managers Group.
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