Efficient Advisors
About Efficient Advisors
Efficient Advisors is a company founded in 2009 was acquired by AssetMark in December 2025. It operates as a B2B. Efficient Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Nordea, Investec and BNP Paribas, among others.
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Funding Insights of Efficient Advisors
| 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 Efficient Advisors
Efficient Advisors has secured backing from 1 investor. Prominent investors backing the company include AssetMark. 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 technology solutions are offered to financial advisors.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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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 Efficient 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 - Efficient 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 |
Efficient Advisors Comparisons
Competitors of Efficient Advisors
Efficient Advisors 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, Nordea, Investec and BNP Paribas, 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
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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 |
Nordea is recognized as a leading Nordic universal bank.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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Banking & financial service provider
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Diversified insurance and asset management services are offered globally.
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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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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 Efficient Advisors
When was Efficient Advisors founded?
Efficient Advisors was founded in 2009.
What does Efficient Advisors do?
Efficient Advisors efficient advisors manages diversified investment portfolios across various asset classes for optimal returns through offering financial products and advice, investment management, managing assets, and managing investment portfolios. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field.
Who are the top competitors of Efficient Advisors?
Efficient Advisors's top competitors include Fidelity Investments, Investec and Aviva.
Who are Efficient Advisors's investors?
Efficient Advisors has 1 investor. Key investors include AssetMark.
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