Cutter Associates

Rockland, United States Founded: 1998 • Age: 28 yrs Acquired By NRI
Diversified investment management services are provided by the firm.

About Cutter Associates

Cutter Associates is a company based in Rockland (United States) founded in 1998 was acquired by NRI in June 2016.. The company has 40 employees as of December 31, 2022. Cutter Associates has completed 1 acquisition, including MyPrivateBanking. Cutter Associates offers products and services including Consulting Services, Research Reports, and Community Events. Cutter Associates operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Rockland, United States
  • Employees 40 as on 31 Dec, 2022
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Cutter Associates, Llc
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    40

    as on Dec 31, 2022

  • Investments & Acquisitions
  • Acquired by
    NRI

    (Jun 20, 2016)

Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of Cutter Associates

Cutter Associates offers a comprehensive portfolio of products and services, including Consulting Services, Research Reports, and Community Events. 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

Provides strategic assessments and process redesign for investment firms.

Delivers insights on trends and benchmarking for management practices.

Facilitates peer discussions and knowledge sharing in the industry.

People of Cutter Associates
Headcount 50-200
Employee Profiles 15
Employee Profiles
People
Phil Orlando
Senior Manager
People
John McDonough
Manager - Business Development
People
James Davis
Manager, Business Development - Asia-pacific
People
Dale Gillette
Managing Director

Unlock access to complete

Funding Insights of Cutter Associates

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

Investors in Cutter Associates

Cutter Associates has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Nomura Research Institute. 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.

All
Institutional
Investor Description Founded Year Domain Location
Management consulting and IT solutions are provided by NRI.
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 Cutter Associates

Cutter Associates has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include MyPrivateBanking. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Wealth management and financial services are provided to investment clients.
2009
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Cutter Associates

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

Cutter Associates Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of Cutter Associates

Cutter Associates 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, Northwestern Mutual and Principal, 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
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
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 Cutter Associates

Frequently Asked Questions about Cutter Associates

When was Cutter Associates founded?

Cutter Associates was founded in 1998.

Where is Cutter Associates located?

Cutter Associates is headquartered in Rockland, United States. It is registered at Rockland, Maine, United States.

Who is the current CEO of Cutter Associates?

James Bridgers is the current CEO of Cutter Associates.

How many employees does Cutter Associates have?

As of Dec 31, 2022, the latest employee count at Cutter Associates is 40.

What does Cutter Associates do?

Cutter Associates was founded in 1998 and is based in Rockland, United States. Investment management operations are conducted across various sectors, with services encompassing portfolio diversification and asset allocation. The firm is led by CEOs James Bridgers and John Clark. Focus remains on professional investment strategies for institutional and individual clients within the U.S. financial landscape.

Who are the top competitors of Cutter Associates?

Cutter Associates's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Cutter Associates offer?

Cutter Associates offers Consulting Services, Research Reports, and Community Events.

How many acquisitions has Cutter Associates made?

Cutter Associates has made 1 acquisition, including MyPrivateBanking.

Who are Cutter Associates's investors?

Cutter Associates has 1 investor. Key investors include Nomura Research Institute.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available