About Cribstone Capital Management
Cribstone Capital Management is a company based in Augusta (United States) founded in 2015 was acquired by EP Wealth Advisors in June 2022.. Cribstone Capital Management offers products and services including Financial Planning, Investment Management, Estate Planning, and Tax Planning. Cribstone Capital Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Augusta, 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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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
EP Wealth Advisors
(Jun 01, 2022)
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Products & Services of Cribstone Capital Management
Cribstone Capital Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Estate Planning, and Tax Planning. 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.
Assists in budgeting and goal setting for personal finances
Manages assets for growth and risk reduction
Handles wills and trusts for asset transfer
Optimizes taxes through strategic advice
Funding Insights of Cribstone Capital 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 |
Investors in Cribstone Capital Management
Cribstone Capital Management has secured backing from 1 investor. Prominent investors backing the company include EP Wealth Advisors. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and financial advisory services are provided to clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Cribstone Capital Management
| 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 - Cribstone Capital 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 |
Cribstone Capital Management Comparisons
Competitors of Cribstone Capital Management
Cribstone Capital 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 Cribstone Capital Management
Frequently Asked Questions about Cribstone Capital Management
When was Cribstone Capital Management founded?
Cribstone Capital Management was founded in 2015.
Where is Cribstone Capital Management located?
Cribstone Capital Management is headquartered in Augusta, United States. It is registered at Augusta, Georgia, United States.
What does Cribstone Capital Management do?
Cribstone Capital Management was established in 2015 and is based in Augusta, United States. Operations focus on the financial services sector, where diversified investment strategies are applied across equities, fixed income, and alternative assets. Portfolio management, risk assessment, and advisory services are delivered to institutional and individual clients. Geographic emphasis remains on domestic markets, with standard regulatory compliance maintained throughout activities.
Who are the top competitors of Cribstone Capital Management?
Cribstone Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Cribstone Capital Management offer?
Cribstone Capital Management offers Financial Planning, Investment Management, Estate Planning, and Tax Planning.
Who are Cribstone Capital Management's investors?
Cribstone Capital Management has 1 investor. Key investors include EP Wealth Advisors.