Finance Concepts

Roswell, United States Founded: 2005 • Age: 21 yrs Acquired By Portfolio
FI training and products are supplied to automotive dealerships.
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About Finance Concepts

Finance Concepts is a company based in Roswell (United States) founded in 2005 was acquired by Portfolio in June 2017. It operates as a Professional Services, and Reseller / Distribution. Finance Concepts offers products and services including F&I Products, Vehicle Service Contracts (VSC), GAP Insurance, and Tire and Wheel Protection.

  • Headquarter Roswell, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Finance Concepts Llc
Operational Areas
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Portfolio

    (Jun 30, 2017)

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Products & Services of Finance Concepts

Finance Concepts offers a comprehensive portfolio of products and services, including F&I Products, Vehicle Service Contracts (VSC), GAP Insurance, and Tire and Wheel Protection. 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

F&I products are offered to enhance dealership profitability.

Vehicle service contracts are provided for extended protection plans.

GAP insurance is offered to cover loan balance shortfalls.

Tire and wheel protection is provided for vehicle repairs.

Funding Insights of Finance Concepts

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

Investors in Finance Concepts

Finance Concepts has secured backing from 1 investor. Prominent investors backing the company include Portfolio Reinsurance. 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.

All
Investor Description Founded Year Domain Location
Reinsurance services are provided to primary insurers since 1989.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Finance Concepts

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 - Finance Concepts

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

Finance Concepts Comparisons

Employees
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Competitors of Finance Concepts

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 Finance Concepts

Frequently Asked Questions about Finance Concepts

When was Finance Concepts founded?

Finance Concepts was founded in 2005.

Where is Finance Concepts located?

Finance Concepts is headquartered in Roswell, United States.

Who is the current CEO of Finance Concepts?

Perry Montoya is the current CEO of Finance Concepts.

What does Finance Concepts do?

Finance Concepts is involved in delivering finance and insurance solutions to automotive dealerships. Services are focused on enhancing dealership profitability through top-tier FI products. Training and compliance support are provided to dealer partners. The company operates in the automotive sector, assisting with tracking performance and implementing successful action plans. A range of products, including vehicle service contracts and GAP insurance, are offered to meet client needs.

What products or services does Finance Concepts offer?

Finance Concepts offers F&I Products, Vehicle Service Contracts (VSC), GAP Insurance, and Tire and Wheel Protection.

Who are Finance Concepts's investors?

Finance Concepts has 1 investor. Key investors include Portfolio Reinsurance.

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