About ClientWise
ClientWise is a company based in Mount Kisco (United States) founded in 2005 by Ray Sclafanni was acquired by Northwestern Mutual in January 2018.. The company has 4 employees as of December 31, 2021.
- Headquarter Mount Kisco, United States
- Employees 4 as on 31 Dec, 2021
- Founders Ray Sclafanni
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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
- Investors
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Employee Count
4
as on Dec 31, 2021
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Acquired by
Northwestern Mutual
(Jan 02, 2018)
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Funding Insights of ClientWise
| 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 ClientWise
ClientWise has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Northwestern Mutual. 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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Northwestern Mutual is engaged in financial planning and insurance 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 ClientWise
| 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 - ClientWise
| 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 |
Clientwise Comparisons
Competitors of ClientWise
| 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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Frequently Asked Questions about ClientWise
When was ClientWise founded?
ClientWise was founded in 2005.
Where is ClientWise located?
ClientWise is headquartered in Mount Kisco, United States. It is registered at Mount Kisco, New York, United States.
Who is the current CEO of ClientWise?
Ray Sclafanni is the current CEO of ClientWise. They have also founded this company.
How many employees does ClientWise have?
As of Dec 31, 2021, the latest employee count at ClientWise is 4.
What does ClientWise do?
ClientWise was founded in 2005 and is based in Mount Kisco, United States. Operations focus on the financial services sector, where coaching programs and consulting services are delivered to support profitability, team growth, and enterprise value enhancement. Key offerings include business valuations, leadership development, and succession planning. A research-driven approach is employed by certified coaches from the International Coaching Federation, who follow a strict ethical code to achieve measurable outcomes.
Who are ClientWise's investors?
ClientWise has 1 investor. Key investors include Northwestern Mutual.
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