About Congress Asset Management
Congress Asset Management is a company based in Boston (United States) founded in 1985. It operates as a B2B. Congress Asset Management has completed 2 acquisitions, including Century Capital Management and Prelude Capital. Congress Asset Management offers products and services including Large Cap Growth, Mid Cap Growth, Core Fixed, and Intermediate Fixed Income. Congress Asset Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Boston, United States
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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 Congress Asset Management Company, Llp
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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
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Employee Count
Employee Count
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Investments & Acquisitions
Century Capital Management
& 1 more
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Products & Services of Congress Asset Management
Congress Asset Management offers a comprehensive portfolio of products and services, including Large Cap Growth, Mid Cap Growth, Core Fixed, and Intermediate Fixed Income. 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.
Investment strategy for large cap growth companies
Strategy targeting mid cap growth investments
Fixed income approach for core bond investments
Strategy for intermediate-term fixed income securities
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Funding Insights of Congress Asset 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 |
Investments & Acquisitions by Congress Asset Management
Congress Asset Management has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Century Capital Management and Prelude Capital. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Multi-strategy focused hedge fund
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2004 | ||||
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Diversified investment management is handled by an employee-owned firm.
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1928 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Congress Asset Management
| 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 |
Congress Asset Management Comparisons
Competitors of Congress Asset Management
Congress Asset Management 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 Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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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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Latest news on Congress Asset Management
Frequently Asked Questions about Congress Asset Management
When was Congress Asset Management founded?
Congress Asset Management was founded in 1985.
Where is Congress Asset Management located?
Congress Asset Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
What does Congress Asset Management do?
Congress Asset Management is a privately owned boutique firm founded in 1985, specializing in equity and fixed income portfolios. It focuses on long-term capital growth through style-pure strategies, serving investors via various vehicles. Based in Boston, the firm employs experienced professionals to ensure disciplined decision-making and organizational stability.
Who are the top competitors of Congress Asset Management?
Congress Asset Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Congress Asset Management offer?
Congress Asset Management offers Large Cap Growth, Mid Cap Growth, Core Fixed, and Intermediate Fixed Income.
How many acquisitions has Congress Asset Management made?
Congress Asset Management has made 2 acquisitions, including Century Capital Management, and Prelude Capital.