Concentric Wealth Management
About Concentric Wealth Management
Concentric Wealth Management is a company founded in 2008 was acquired by MAI Capital Management in January 2025. It operates as a Professional Services. Concentric Wealth Management offers products and services including Wealth Management, Family Office, Business Solutions, MAI Retirement, and MAI Sports and Entertainment.
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Sectors
Financial Services
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Phone
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Website
*********
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Social
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- Legal Name Mai Capital Management, Llc
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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
Employee Count
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Acquired by
MAI Capital Management
(Jan 13, 2025)
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Products & Services of Concentric Wealth Management
Concentric Wealth Management offers a comprehensive portfolio of products and services, including Wealth Management, Family Office, Business Solutions, MAI Retirement, and MAI Sports and Entertainment. 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.
Wealth management services are provided for individual clients.
Family office solutions are offered for high-net-worth families.
Business financial solutions are delivered to corporate clients.
Retirement planning services are tailored for future security.
Advisory services are provided for athletes and entertainers.
Funding Insights of Concentric Wealth Management
| 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 Concentric Wealth Management
Concentric Wealth Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include MAI Capital Management. 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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Financial advisory services are provided by MAI Capital Management.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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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 Concentric Wealth Management
| 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 - Concentric Wealth Management
| 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 |
Concentric Wealth Management Comparisons
Competitors of Concentric Wealth Management
| 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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Latest news on Concentric Wealth Management
Frequently Asked Questions about Concentric Wealth Management
When was Concentric Wealth Management founded?
Concentric Wealth Management was founded in 2008.
What does Concentric Wealth Management do?
Concentric Wealth Management is now a part of MAI Capital Management, a firm with a 50-year history in financial advisory services. Wealth management, family office solutions, and business financial planning are provided to individuals, families, and corporate clients. Specialized services for athletes and entertainers are also offered through MAI Sports and Entertainment. Retirement planning is facilitated under MAI Retirement. The firm operates across multiple sectors within financial services, supported by an extensive team and resources to meet diverse client needs in the United States.
What products or services does Concentric Wealth Management offer?
Concentric Wealth Management offers Wealth Management, Family Office, Business Solutions, MAI Retirement, and MAI Sports and Entertainment.
Who are Concentric Wealth Management's investors?
Concentric Wealth Management has 1 investor. Key investors include MAI Capital Management.
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