About Dashboard Wealth Advisors
Dashboard Wealth Advisors was founded in 2013 in Oak Brook, United States, by Scott Schuster, who serves as managing partner. Financial services are offered, including tax planning, wealth management, and investment consulting. Operations focus on advisory support for clients in the wealth sector. The firm is based in the United States, with emphasis placed on personalized financial strategies and consulting. Core activities encompass planning and management tailored to individual needs.
- Headquarter Oak Brook, United States
- Founders Scott Schuster
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Creative Planning, Llc
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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
Creative Planning
(Nov 30, 2021)
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Funding Insights of Dashboard Wealth 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 |
Investors in Dashboard Wealth Advisors
Dashboard Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Creative Planning. 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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Provider of wealth management services
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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 Dashboard Wealth 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 - Dashboard Wealth 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 |
Dashboard Wealth Advisors Comparisons
Competitors of Dashboard Wealth Advisors
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Dashboard Wealth Advisors
When was Dashboard Wealth Advisors founded?
Dashboard Wealth Advisors was founded in 2013.
Where is Dashboard Wealth Advisors located?
Dashboard Wealth Advisors is headquartered in Oak Brook, United States. It is registered at Oak Brook, Illinois, United States.
What does Dashboard Wealth Advisors do?
Dashboard Wealth Advisors was founded in 2013 in Oak Brook, United States, by Scott Schuster, who serves as managing partner. Financial services are offered, including tax planning, wealth management, and investment consulting. Operations focus on advisory support for clients in the wealth sector. The firm is based in the United States, with emphasis placed on personalized financial strategies and consulting. Core activities encompass planning and management tailored to individual needs.
Who are Dashboard Wealth Advisors's investors?
Dashboard Wealth Advisors has 1 investor. Key investors include Creative Planning.
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