About Cubic Asset Management
Cubic Asset Management is a Financial Services company based in Boston (United States) founded in 2007, and was acquired by CW Advisors in July 2024. Asset management services are provided to institutional and high-net-worth clients. Its focus areas include Asset Management, Diversified and Services for Investment Industry. Its legal entity is CUBIC ASSET MANAGEMENT, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Cubic Asset Management was established in 2007 in Boston, United States, as an independent firm in the financial services sector. Separate account management is offered to endowments, foundations, retirement plans, and high-net-worth individuals. Investment solutions are developed through evaluations of businesses, simulating a knowledgeable buyers perspective for potential acquisitions. Operations focus on tailored portfolio strategies within the asset management industry.
- Headquarters Boston, United States
- Stage Acquired
- SectorsFinancial Services
- Website cubic-am.com
- Acquired by CW Advisors (Jul 2024)
- Legal Name Cubic Asset Management, Llc
- Investors
- Acquired byCW Advisors
(Jul 2024)
Investors in Cubic Asset Management
Cubic Asset Management has secured backing from 1 investor. Prominent investors backing the company include CW Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment management and financial planning services are provided for clients. | 2004 | cwadvisorsgroup.com | Boston, United States |
Investor details for Cubic Asset Management
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Timeline of Cubic Asset Management
2 dated milestones of Cubic Asset Management across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Cubic Asset Management is founded.
- Exit Acquired by CW Advisors.
Competitors of Cubic Asset Management
Cubic Asset Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Cubic Asset Management
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Top companies in Asset Management
3 companies that operate in the same segment as Cubic Asset Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Cubic Asset Management
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Frequently Asked Questions about Cubic Asset Management
Cubic Asset Management was founded in 2007.
Cubic Asset Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Cubic Asset Management was established in 2007 in Boston, United States, as an independent firm in the financial services sector. Separate account management is offered to endowments, foundations, retirement plans, and high-net-worth individuals. Investment solutions are developed through evaluations of businesses, simulating a knowledgeable buyers perspective for potential acquisitions. Operations focus on tailored portfolio strategies within the asset management industry.
Cubic Asset Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Cubic Asset Management has 1 investor. Key investors include CW Advisors.
Cubic Asset Management operates through Cubic Asset Management, Llc.
Yes. Cubic Asset Management was acquired by CW Advisors in July 2024.