About Copper River Advisors
Copper River Advisors is a company based in Englewood (United States) founded in 2016 by James Etten and Scott Fox. It operates as a B2B, and B2C. Copper River Advisors offers products and services including Custom Portfolio Construction and Institutional Portfolio Management. Copper River Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Englewood, United States
- Founders James Etten, Scott Fox
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Sectors
Financial Services
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Email
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Phone
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Website
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- Legal Name Copper River Advisors
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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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Products & Services of Copper River Advisors
Copper River Advisors offers a comprehensive portfolio of products and services, including Custom Portfolio Construction and Institutional Portfolio Management. 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.
Tailored investment portfolios for executives and families.
Advisory for corporate bond and asset management needs.
Funding Insights of Copper River Advisors
| 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 Copper River Advisors
| 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 - Copper River Advisors
| 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 |
Copper River Advisors Comparisons
Competitors of Copper River Advisors
Copper River Advisors 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, 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 |
Global banking, investment, and wealth management services are offered worldwide.
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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 |
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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Frequently Asked Questions about Copper River Advisors
When was Copper River Advisors founded?
Copper River Advisors was founded in 2016.
Where is Copper River Advisors located?
Copper River Advisors is headquartered in Englewood, United States. It is registered at Englewood, New Jersey, United States.
What does Copper River Advisors do?
Copper River Advisors is an independent Registered Investment Advisory Firm based in Englewood, Colorado, offering custom portfolio construction for executives and families. They also provide institutional portfolio management consulting services to Fortune 500 companies, focusing on asset management, risk management, and fixed income advice. With over 60 years of combined experience in financial markets, they prioritize fiduciary responsibilities and personalized client services.
Who are the top competitors of Copper River Advisors?
Copper River Advisors's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Copper River Advisors offer?
Copper River Advisors offers Custom Portfolio Construction and Institutional Portfolio Management.