Elphinstone

New York, United States
Investment services are offered for global professionals by Elphinstone.

About Elphinstone

Elphinstone is a Financial Services company based in New York (United States). Investment services are offered for global professionals by Elphinstone. It operates on a Brokerage / Intermediation model. Elphinstone has completed 1 acquisition, including Trikl. Elphinstone offers products and services including Investment Platform. Its focus areas include Financials, Investment Services and Brokerage. Its legal entity is Elphinstone Inc. Similar companies include Betterment, Stash and Wealthfront; 3 of its 3 listed similar companies have raised funding.

Company details

Investment opportunities in the United States are provided by Elphinstone, Inc., targeting freelancers and global professionals earning in dollars. Services are focused on enabling investments for individuals living outside the US. Partnerships with major US-based firms like Interactive Brokers and Alpaca are maintained. The company operates as a Registered Investment Advisor under the US Securities and Exchange Commission.

  • Headquarters New York, United States
  • Sectors
    Financial Services
  • Email
    ••••••••
  • Phone
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  • Website elphinstone.us
  • Social LinkedIn X
  • Legal Name Elphinstone Inc.
Key Metrics

Products & Services of Elphinstone

Elphinstone offers a comprehensive portfolio of products and services, including Investment Platform.

Investment Platform
Financial Services

Investment services for global professionals are provided here.

Apps and channels of Elphinstone

Elphinstone publishes 1 mobile app.

Elphinstone US
App Store Finance 4+
Developer: Elphinstone, Inc
View on App Store

Investments & Acquisitions by Elphinstone

Elphinstone has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Trikl.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Savings and investments are managed via an app for individuals.
trikl.coUnited States2021Oct 2024••••
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Similar companies to Elphinstone

Elphinstone has 3 listed similar companies in our database, 3 of them funded. They include Betterment, Stash and Wealthfront.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
betterment.com2010New York, United States$335M399
App-based automated investment and retirement planning platform
stash.com2015New York, United States$747.48M
Automated investment and robo-advisory services are offered to individuals.
wealthfront.com2008Palo Alto, United States$204.67M200
Robo-advisory and financial planning services are provided for investments.
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Detailed similar companies of Elphinstone

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Top companies in Brokers and Dealers

3 companies that operate in the same segment as Elphinstone (Brokers and Dealers) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Insurance brokerage and consulting services are provided to clients.
2007San Francisco, California, United States
Stock brokerage and financial advisory services are provided to investors.
1989San Diego, California, United StatesUSD 16.99 B9,000
Discount brokerage services for stock trading are provided.
1982Plantation, Florida, United States
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Related news about Elphinstone

Elphinstone’s newest cab off the rank
Australianmining • 3 years ago
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Frequently Asked Questions about Elphinstone

Elphinstone is headquartered in New York, United States. It is registered at New York, New York, United States.

Investment opportunities in the United States are provided by Elphinstone, Inc., targeting freelancers and global professionals earning in dollars. Services are focused on enabling investments for individuals living outside the US. Partnerships with major US-based firms like Interactive Brokers and Alpaca are maintained. The company operates as a Registered Investment Advisor under the US Securities and Exchange Commission.

Elphinstone's top competitors include Betterment, Stash and Wealthfront.

Elphinstone offers Investment Platform.

Elphinstone has made 1 acquisition, including Trikl.

Elphinstone operates through Elphinstone Inc..

Yes. Elphinstone publishes Elphinstone US.

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