About Fortis Management Group
Fortis Management Group is a company based in Waltham (United States) founded in 2005 was acquired by Emigrant in March 2026. It operates as a B2B, and Fee-Only Advisory. The company has 668 employees as of December 31, 2017. Fortis Management Group offers products and services including Cash Management, Investment Administration, Risk Management, Tax Services, and Philanthropy Services. Fortis Management Group operates in a competitive market with competitors including Rockefeller Capital Management, Pathstone Federal Street, Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Cresset Capital Management, among others.
- Headquarter Waltham, United States
- Employees 668 as on 31 Dec, 2017
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Sectors
Financial Services
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Phone
*********
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Website
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- Legal Name Fortis Management Group, Llc
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Products & Services of Fortis Management Group
Fortis Management Group offers a comprehensive portfolio of products and services, including Cash Management, Investment Administration, Risk Management, Tax Services, and Philanthropy Services. 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.
Manages cash flows and liquidity for clients.
Administers investments to support financial growth.
Identifies and mitigates financial risks for families.
Handles tax planning and compliance matters.
Assists with charitable giving and strategy.
Funding Insights of Fortis Management Group
| 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 |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Fortis Management Group
Fortis Management Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Emigrant. 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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Commercial banking services are provided throughout the United States.
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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 Fortis Management Group
| 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 - Fortis Management Group
| 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 |
Fortis Management Group Comparisons
Competitors of Fortis Management Group
Fortis Management Group 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 Rockefeller Capital Management, Pathstone Federal Street, Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Cresset Capital Management, 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 |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Provider of multi family office services
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| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
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| domain | founded_year | HQ Location |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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| domain | founded_year | HQ Location |
Provides equity capital and strategic advice to growth-oriented companies across sectors.
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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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Frequently Asked Questions about Fortis Management Group
When was Fortis Management Group founded?
Fortis Management Group was founded in 2005.
Where is Fortis Management Group located?
Fortis Management Group is headquartered in Waltham, United States. It is registered at Waltham, Massachusetts, United States.
How many employees does Fortis Management Group have?
As of Dec 31, 2017, the latest employee count at Fortis Management Group is 668.
What does Fortis Management Group do?
Fortis Management Group is a family office that delivers unbiased strategic analysis and customized services, including cash management, investment administration, and risk management, to ultra-high net worth families. Based in Waltham, MA, USA, they emphasize integrity and transparency to facilitate informed financial decisions and legacy planning. Their approach involves clear communication, implementation, and oversight of strategies tailored to clients evolving goals.
Who are the top competitors of Fortis Management Group?
Fortis Management Group's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
What products or services does Fortis Management Group offer?
Fortis Management Group offers Cash Management, Investment Administration, Risk Management, Tax Services, and Philanthropy Services.
Who are Fortis Management Group's investors?
Fortis Management Group has 1 investor. Key investors include Emigrant.