CSuite Financial Partners

Manhattan, United States Founded: 2015 • Age: 11 yrs Acquired By Kingsway Financial Services
Financial management services for the investment industry are provided.

About CSuite Financial Partners

CSuite Financial Partners is a company based in Manhattan (United States) founded in 2015 was acquired by Kingsway Financial Services in November 2022. It operates as a Professional Services. The company has 44 employees as of December 31, 2022. CSuite Financial Partners offers products and services including Interim & Fractional Financial Talent, Transaction Support, and Board Training & Optimization. CSuite Financial Partners operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Manhattan, United States
  • Employees 44 as on 31 Dec, 2022
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Csuite Financial Partners
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Banking & Financial Institutions
Key Metrics
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Products & Services of CSuite Financial Partners

CSuite Financial Partners offers a comprehensive portfolio of products and services, including Interim & Fractional Financial Talent, Transaction Support, and Board Training & Optimization. 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.

Primary

Interim and fractional CFOs are provided for leadership.

Support for transactions is offered to ensure success.

Board training services are delivered for better governance.

Funding Insights of CSuite Financial Partners

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

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Jan, 2021 Amount Post-IPO - Grab Valuation

investors

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Investors in CSuite Financial Partners

CSuite Financial Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Kingsway Financial Services. 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.

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Institutional
Investor Description Founded Year Domain Location
Holding company focused on extended warranty, asset management and real estate industries
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by CSuite Financial Partners

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - CSuite Financial Partners

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Csuite Financial Partners Comparisons

Employees
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Competitors of CSuite Financial Partners

CSuite Financial Partners 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
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Csuite Financial Partners

Frequently Asked Questions about CSuite Financial Partners

When was CSuite Financial Partners founded?

CSuite Financial Partners was founded in 2015.

Where is CSuite Financial Partners located?

CSuite Financial Partners is headquartered in Manhattan, United States. It is registered at Manhattan, New York, United States.

How many employees does CSuite Financial Partners have?

As of Dec 31, 2022, the latest employee count at CSuite Financial Partners is 44.

What does CSuite Financial Partners do?

Interim and fractional CFO services are offered by CSuite Financial Partners to support organizations in financial leadership and strategic growth. Services including transaction support, board training, and HR due diligence are provided across industries such as manufacturing, aerospace, consumer goods, media, and technology. Tailored solutions are crafted to address scaling challenges and position clients for sustained success.

Who are the top competitors of CSuite Financial Partners?

CSuite Financial Partners's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does CSuite Financial Partners offer?

CSuite Financial Partners offers Interim & Fractional Financial Talent, Transaction Support, and Board Training & Optimization.

Who are CSuite Financial Partners's investors?

CSuite Financial Partners has 1 investor. Key investors include Kingsway Financial Services.

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