About Cornerstone Advisors
Cornerstone Advisors is a company based in Bethlehem (United States). It operates as a Professional Services. Cornerstone Advisors offers products and services including Institutional Consulting and Individual Advice. Cornerstone Advisors operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter Bethlehem, 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 Cornerstone Advisors Asset Management, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Employee Count
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Products & Services of Cornerstone Advisors
Cornerstone Advisors offers a comprehensive portfolio of products and services, including Institutional Consulting and Individual Advice. 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 consulting is provided for institutional asset management.
Personalized financial advice is offered to wealthy individuals.
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Funding Insights of Cornerstone 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 |
Investments & Acquisitions by Cornerstone 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 - Cornerstone 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 |
Cornerstone Advisors Comparisons
Competitors of Cornerstone Advisors
Cornerstone 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, 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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Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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A full-service stockbroker offering diverse investment options in India.
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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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 Cornerstone Advisors
Where is Cornerstone Advisors located?
Cornerstone Advisors is headquartered in Bethlehem, United States.
What does Cornerstone Advisors do?
Investment consulting and advisory services are offered by Cornerstone Advisors to institutions and wealthy families. Assets are managed and preserved for long-term growth. The focus is placed on institutional consulting for large organizations and personalized advice for individuals. Recognition is received nationally for excellence in money management and institutional consulting.
Who are the top competitors of Cornerstone Advisors?
Cornerstone Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Cornerstone Advisors offer?
Cornerstone Advisors offers Institutional Consulting and Individual Advice.