About Financial Guard
Financial Guard is a company based in Salt Lake City (United States) founded in 2009 was acquired by Legg Mason in July 2016.. Financial Guard has raised $2 million across 1 funding round from investors including Legg Mason and Cherokee & Walker. Financial Guard operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter Salt Lake City, United States
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$2 M (USD)
in 1 rounds
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Latest Funding Round
$2 M (USD), Seed
Jun 01, 2013
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Investors
Legg Mason
& 1 more
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Employee Count
Employee Count
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Acquired by
Legg Mason
(Jul 07, 2016)
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Funding Insights of Financial Guard
Financial Guard has successfully raised a total of $2M through 1 strategic funding round. The most recent funding activity was a Seed round of $2 million completed in June 2013. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Seed — $2.0M
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First Round
First Round
(01 Jun 2013)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2013 | Amount | Seed - Financial Guard | Valuation |
investors |
| 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 Financial Guard
Financial Guard has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Legg Mason and Cherokee & Walker. 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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Founded Year | Domain | Location | |
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Diversified investment management services are offered globally.
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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
|
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 Financial Guard
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
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.
|
2016 |
Financial Statements - Financial Guard
| 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 |
Financial Guard Comparisons
Competitors of Financial Guard
Financial Guard 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 The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial advisory and wealth management are provided to healthcare professionals.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| 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 Financial Guard
When was Financial Guard founded?
Financial Guard was founded in 2009 and raised its 1st funding round 4 years after it was founded.
Where is Financial Guard located?
Financial Guard is headquartered in Salt Lake City, United States. It is registered at Salt Lake City, Utah, United States.
Is Financial Guard a funded company?
Financial Guard is a funded company, having raised a total of $2M across 1 funding round to date. The company's 1st funding round was a Seed of $2M, raised on Jun 01, 2013.
What does Financial Guard do?
Financial Guard was established in 2009 in Salt Lake City, United States, as an SEC-registered investment advisor in the financial services sector. Investment accounts, including retirement, brokerage, and college savings plans, are linked and aggregated on the platform without asset transfers. Holistic guidance on portfolio allocation, fund selection, and financial education is delivered, while execution services are not offered.
Who are the top competitors of Financial Guard?
Financial Guard's top competitors include The Tifin Group, Ascensus and Farther.
Who are Financial Guard's investors?
Financial Guard has 2 investors. Key investors include Legg Mason, and Cherokee & Walker.