About Formidable Asset Management
Formidable Asset Management is a company based in Cincinnati (United States) founded in 2013. It operates as a B2C, and B2B. Formidable Asset Management offers products and services including Asset Management, Financial Planning, Insurance Services, and Formidable Fund. Formidable Asset Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Cincinnati, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Formidable Asset Management, Llc
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Annual Revenue
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Products & Services of Formidable Asset Management
Formidable Asset Management offers a comprehensive portfolio of products and services, including Asset Management, Financial Planning, Insurance Services, and Formidable Fund. 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.
Active and adaptable management of client portfolios for growth.
Comprehensive planning for financial goals and risk management.
Planning and advice on insurance for client protection.
Multi-strategy fund seeking absolute returns and diversification.
Funding Insights of Formidable Asset Management
| 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 |
Investments & Acquisitions by Formidable Asset Management
| 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 - Formidable Asset Management
| 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 |
Formidable Asset Management Comparisons
Competitors of Formidable Asset Management
Formidable Asset Management 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 Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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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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Latest news on Formidable Asset Management
Frequently Asked Questions about Formidable Asset Management
When was Formidable Asset Management founded?
Formidable Asset Management was founded in 2013.
Where is Formidable Asset Management located?
Formidable Asset Management is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
What does Formidable Asset Management do?
Formidable Asset Management is a financial services firm based in Cincinnati, OH, USA, focusing on tailored investment strategies and risk management. They provide active asset management, comprehensive financial planning, insurance services, and a multi-strategy hedge fund. Serving clients across various life stages, they emphasize client success through dedicated teams and evolving tools to achieve financial goals.
Who are the top competitors of Formidable Asset Management?
Formidable Asset Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Formidable Asset Management offer?
Formidable Asset Management offers Asset Management, Financial Planning, Insurance Services, and Formidable Fund.
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