About Evensky&Katz/Foldes
EvenskyKatzFoldes was established in 2001 and is headquartered in Coral Gables, United States. Operations are centered on delivering financial services within the finance sector. Advisory and management functions are offered to support client needs, with activities coordinated through the domain foldesfm.com. The firm maintains a focus on regional financial operations in the United States, ensuring compliance with industry standards.
- Headquarter Coral Gables, United States
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Sectors
Business Services
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Phone
*********
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Website
*********
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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
WealthTrust
(Oct 01, 2008)
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Funding Insights of Evensky&Katz/Foldes
| 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 Evensky&Katz/Foldes
Evensky&Katz/Foldes has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include WealthTrust. 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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A zero-commission wealth management app for users.
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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 Evensky&Katz/Foldes
| 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 - EvenskyKatzFoldes
| 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 |
Evensky&Katz/Foldes Comparisons
Competitors of Evensky&Katz/Foldes
| 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 Evensky&Katz/Foldes
When was Evensky&Katz/Foldes founded?
Evensky&Katz/Foldes was founded in 2001.
Where is Evensky&Katz/Foldes located?
Evensky&Katz/Foldes is headquartered in Coral Gables, United States. It is registered at Coral Gables, Florida, United States.
What does Evensky&Katz/Foldes do?
EvenskyKatzFoldes was established in 2001 and is headquartered in Coral Gables, United States. Operations are centered on delivering financial services within the finance sector. Advisory and management functions are offered to support client needs, with activities coordinated through the domain foldesfm.com. The firm maintains a focus on regional financial operations in the United States, ensuring compliance with industry standards.
Who are Evensky&Katz/Foldes's investors?
Evensky&Katz/Foldes has 1 investor. Key investors include WealthTrust.
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