About Conning
Conning is a company based in Hartford (United States) founded in 1912 was acquired by Generali in July 2023. Conning has raised $1.21 million across 2 funding rounds from investors including Generali, KeyBank and Cathay Financial Holdings. Conning has completed 3 acquisitions, including MGG Investment Group, Octagon Credit Investors and Pearlmark. Conning offers products and services including Asset Management, Risk Management Software, Insurance Research, and Consulting Services. Conning operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Hartford, United States
- SectorsFinancial Services
- Website category Finance · Accounting and Auditing
- Email••••••••
- Phone•••• ••••
- Website conning.com
- Social LinkedIn X
- Acquired by Generali (Jul 2023)
- Legal Name Conning Holdings Limited
- Total Equity Funding$1.21M (USD)
in 2 rounds
- Latest Funding Round$1.21M (USD), Unspecified
Dec 2009
- InvestorsGenerali
& 3 more
- Investments & AcquisitionsMGG Investment Group
& 2 more
- Acquired by
Products & Services of Conning
Conning offers a comprehensive portfolio of products and services, including Asset Management, Risk Management Software, Insurance Research, and Consulting Services.
Customized solutions for institutional investors and insurers.
Tools for asset allocation and enterprise risk modeling.
Analysis and reports for insurance industry strategies.
Expert guidance on investment and risk strategies.
Funding Insights of Conning
Conning has successfully raised a total of $1.21M across 2 strategic funding rounds. The most recent funding activity was a Unspecified round of $1.21 million completed in December 2009. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $1.21M
- Total Rounds 2
- Last Round Unspecified — $1.21M
- Investors Count 1
All 2 funding rounds of Conning with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2009 | $1.21M | Unspecified | – | – | – |
| Jun 2009 | – | Private Equity Round | – | – |
4 investors in total: 4 institutional.
Investors in Conning
Conning has secured backing from 4 investors, including venture fund and institutional investors. Prominent investors backing the company include Generali, KeyBank and Cathay Financial Holdings.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity and debt investments are directed toward financial sectors. | 2005 | aquiline.com | New York, United States | |
Regional bank | 1849 | key.com | Cleveland, United States | |
Diversified insurance and asset management services are offered globally. | 1831 | generali.com | Trieste, Italy | |
Life and health insurance company | 1990 | cathayholdings.com | Daan, Taiwan |
Investor details for Conning
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Conning
151 people are tracked at Conning (114 in leadership, 7 in board & advisors, 30 in team).
| Name | Role | Group |
|---|---|---|
Andy Pace | Managing Director | Leadership |
Jeremy Lachtrupp | Managing Director, Institutional Solutions | Leadership |
Tom Forella | Director Of Corporate Finance | Leadership |
Keith Mason | Director, Application Platform & Quality Engineering | Leadership |
Lauren Forando | Assistant Vice President | Leadership |
Paul Sellier | Director - Asset Management | Leadership |
David Rogan | Managing Director - Portfolio Management | Leadership |
Richard S. | Director | Leadership |
Woody E. Bradford | CEO & Chair | Leadership |
Ruby Yang | CEO, Conning Asia Pacific | Leadership |
Joe Kennedy | Managing Director, Head Of Global Trading | Leadership |
Jon Rappaport | Director, Portfolio Management | Leadership |
Michael Vogel | Client Portfolio Manager - Managing Director | Leadership |
Alyssa Gittleman | Director, Insurance Research | Leadership |
Briana Prescott | Assistant Vice President, Investment Applications | Leadership |
Russell Büsst | CEO & CIO, Conning Europe | Leadership |
David D. Motill | Head of Consultant Relations | Leadership |
Lorraine Hritcko | Head of Risk Solutions | Leadership |
Torben Schytt | Chief Operating Officer & Chief Financial Officer, Global Evolution | Leadership |
Michael Nechamkin | Senior Portfolio Manager & Chief Investment Officer, Octagon Credit Investors | Leadership |
131 more people are available in the full profile.
Complete people profiles for Conning
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Conning
Conning has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include MGG Investment Group, Octagon Credit Investors and Pearlmark.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Senior secured loans are provided to lower middle-market companies. | mgginv.com | New York, United States | 2014 | Jan 2025 | $320M | |
Private equity real estate investment firm | pearlmark.com | Chicago, United States | 1996 | Nov 2022 | •••• | |
Credit investment consulting services are provided to financial clients. | octagoncredit.com | New York, United States | 1994 | Nov 2015 | •••• |
Complete acquisition details for Conning
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Conning
10 dated milestones of Conning across 113 years, from founding to its latest funding, stage changes and deals.
- Founded Conning is founded.
- Exit Acquired by KeyBank.
- Funding First funding round.
- Exit Acquired by Aquiline Capital Partners.
- Funding Latest funding round, Unspecified, of $1.2M.
- Exit Acquired by Cathay Financial Holdings.
- Acquisition Acquires Octagon Credit Investors.
- Acquisition Acquires Pearlmark.
- Exit Acquired by Generali.
- Acquisition Acquires MGG Investment Group.
Competitors of Conning
Conning 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, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| wealthenhancement.com | 1997 | Minneapolis, United States | $1.91M | 1,277 | Diversified investment management services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| principal.com | 1879 | Des Moines, United States | – | 19,800 | Retirement, investment, and insurance products and services are provided. |
Detailed competitors of Conning
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Conning
The website of Conning (conning.com) receives about 9.9K visits a month and ranks #2,406,363 among all websites worldwide, #5,552 in Accounting and Auditing.
- Monthly visits9.9K
▲ 8.8% vs previous month
- Unique visitors3.9K
per month
- Global rank#2,406,363
among all websites
- Category rank#5,552
Finance · Accounting and Auditing
- Bounce rate39%
- Pages per visit1.8
- Average visit29 sec
- DevicesDesktop 35% · Mobile 65%
Websites whose visitors overlap most with Conning. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| appositecapital.com | 100% | – | #5,351,730 | View details | |
| himco.com | 84% | – | – | View details | |
| londonandcapital.com | 83% | – | – | View details | |
| symmetryinvestments.com | 78% | – | #6,858,914 | View details | |
nickel.digital | nickel.digital | 77% | – | #7,436,455 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Conning
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Conning
Complete news archive for Conning
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Conning
10 companies that operate in the same segment as Conning (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Conning
Conning was founded in 1912 and raised its 1st funding round 97 years after it was founded.
Conning is headquartered in Hartford, United States. It is registered at Hartford, Connecticut, United States.
Conning is a funded company, having raised a total of $1.21M across 2 funding rounds to date.
Conning, based in Hartford, focuses on offering financial products and advice, managing assets, and diversified. Diversified investment management firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Conning's top competitors include Fidelity Investments, Investec and S&P Global.
Conning offers Asset Management, Risk Management Software, Insurance Research, and Consulting Services.
Conning has made 3 acquisitions, including MGG Investment Group, Octagon Credit Investors, and Pearlmark.
Conning has 4 investors. Key investors include Generali, KeyBank, Cathay Financial Holdings, and Aquiline Capital Partners.
Conning operates through Conning Holdings Limited.
Yes. Conning was acquired by Generali in July 2023.