FCA Corp

Founded: 1995 • Age: 31 yrs
Offers wealth management, financial planning, investment advice, and estate services to high-net-worth clients.

About FCA Corp

FCA Corp is a company founded in 1995. It operates as a B2B, and Fee-only Advisory. FCA Corp offers products and services including Financial Planning, Investment Management, Estate Planning, and Tax Planning.

  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of FCA Corp

FCA Corp offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Estate Planning, and Tax 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.

Primary

Provides personalized plans for wealth accumulation and goal alignment.

Manages portfolios to protect and grow client investments effectively.

Assists in creating strategies for legacy and tax-efficient wealth transfer.

Offers preparation and strategies to minimize tax liabilities for clients.

People of FCA Corp
Headcount 10-50
Employee Profiles 12
Employee Profiles
People
Robert Scharar
Founder, President & Chief Executive Officer
People
Shari Manning
Sr. Financial Planner And Vice President
People
Mike Wrede
Process Engineer
People
Savana Guerrero
Executive Assistant And Front Office Manager

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Funding Insights of FCA Corp

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by FCA Corp

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - FCA Corp

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Fca Corp Comparisons

Employees
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Competitors of FCA Corp

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Fca Corp

Frequently Asked Questions about FCA Corp

When was FCA Corp founded?

FCA Corp was founded in 1995.

What does FCA Corp do?

FCA Corp is a fee-only private wealth management firm established since 1975, serving high-net-worth individuals, families, and business owners. It provides personalized financial planning, investment management, estate planning, tax preparation, and retirement strategies. Based in Houston and Fort Worth, Texas, the firm collaborates with clients to develop tax-conscious plans, protect assets, and create legacies through a multidisciplinary team of professionals with credentials like CFP and CPA. Services include support for retirees, executives, and business owners to navigate financial challenges.

What products or services does FCA Corp offer?

FCA Corp offers Financial Planning, Investment Management, Estate Planning, and Tax Planning.

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