Conning

Hartford, United States Founded: 1912 • Age: 114 yrs Acquired By Generali
Diversified investment management services are provided by Conning.
Annual revenue - Latest available
Total funding $1.2M 2 rounds
Employees - Tracked headcount
Investors 4 Known backers
Products 4 Services tracked
Competitors 11 Brand Intelligence

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
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Conning Holdings Limited
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $1.21 M (USD)

    in 2 rounds

  • Latest Funding Round
    $1.21 M (USD), Unspecified

    Dec 30, 2009

  • Investors
    Generali

    & 3 more

  • Employee Count
    Not available
  • Investments & Acquisitions
  • Acquired by
    Generali

    & 3 more

    (Jul 06, 2023)

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Products & Services of Conning

Conning offers a comprehensive portfolio of products and services, including Asset Management, Risk Management Software, Insurance Research, and Consulting Services.

Product name locked
Category locked
Primary

Customized solutions for institutional investors and insurers.

Product name locked
Category locked
Locked

Tools for asset allocation and enterprise risk modeling.

Product name locked
Category locked
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Analysis and reports for insurance industry strategies.

Product name locked
Category locked
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Expert guidance on investment and risk strategies.

People of Conning

Headcount 200-500
Employee Profiles 144
Board Members and Advisors 7
Employee Profiles
People
Jeremy Lachtrupp
Managing Director, Institutional Solutions
People
Vi R. Smalley
General Counsel & Corporate Secretary
People
Keith Mason
Director, Application Platform & Quality Engineering
People
Lauren Forando
Assistant Vice President

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Board Members and Advisors
people
Jason Rotman
Director
people
David Sun
Director
people
John Boneparth
Director
people
Ronald P. Joelson
Director

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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.

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.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Private equity and debt investments are directed toward financial sectors.
Locked Locked Locked
Regional bank
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Diversified insurance and asset management services are offered globally.
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Investor details for Conning

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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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.

Investments
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Investment portfolio details for Conning

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Senior secured loans are provided to lower middle-market companies.
Locked Locked 2014 Locked
Private equity real estate investment firm
Locked Locked 1996 Locked
Credit investment consulting services are provided to financial clients.
Locked Locked 1994 Locked
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Complete acquisition details for Conning

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  • Acquired stakes
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  • Domains and locations

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Financial Statements - Conning

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Detailed financials for Conning

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  • Profit trends
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Conning Comparisons

Conning Primary company
Description
Diversified investment management services are provided by C...
Location
Hartford, United States
Founded Year
1912
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Conning

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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 year HQ Location Description
Locked Locked Locked
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
Locked Locked Locked
Global banking, investment, and wealth management services are offered worldwide.
Locked Locked Locked
Wealth management, investment advisory, and financial services are provided.
Locked Locked Locked
Asset management and investment advisory services are provided to clients.
Locked Locked Locked
Wealth management solutions are delivered for asset managers.
Locked Locked Locked
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Conning

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Conning

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Complete news archive for Conning

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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.

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