About Estabrook
Estabrook is a company based in Ponte Vedra Beach (United States) founded in 1970 was acquired by BNY Mellon in August 1999.. Estabrook offers products and services including Financial Planning, Investment Management, Risk Planning, Tax Services, and Estate Planning. Estabrook operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter Ponte Vedra Beach, United States
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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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- Legal Name Estabrook Capital
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
BNY Mellon
(Aug 17, 1999)
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Products & Services of Estabrook
Estabrook offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Risk Planning, Tax Services, and Estate Planning. 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.
Service to create comprehensive plans for clients' financial goals.
Manages portfolios for consistent returns and risk reduction.
Identifies and mitigates risks to protect clients' wealth.
Manages tax implications through strategic financial planning.
Handles wealth transfer and tax-efficient structures for heirs.
Funding Insights of Estabrook
| 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 Estabrook
Estabrook has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include BNY. 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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BNY is recognized as a global financial services provider.
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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 Estabrook
| 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 - Estabrook
| 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 |
Estabrook Comparisons
Competitors of Estabrook
Estabrook 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, 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 |
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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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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| 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 Estabrook
When was Estabrook founded?
Estabrook was founded in 1970.
Where is Estabrook located?
Estabrook is headquartered in Ponte Vedra Beach, United States. It is registered at Ponte Vedra Beach, Florida, United States.
Who is the current CEO of Estabrook?
Lewis Lee is the current CEO of Estabrook.
What does Estabrook do?
Estabrook was founded in 1970 and is based in Ponte Vedra Beach, United States. Operations focus on the wealth management sector, where investment advisory and financial planning services are offered to high-net-worth individuals and institutions. The firm is led by CEO and President Lewis Lee, with activities centered on asset management and portfolio strategies within the U.S. financial landscape.
Who are the top competitors of Estabrook?
Estabrook's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Estabrook offer?
Estabrook offers Financial Planning, Investment Management, Risk Planning, Tax Services, and Estate Planning.
Who are Estabrook's investors?
Estabrook has 1 investor. Key investors include BNY.
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