About Founders Financial
Founders Financial is a company based in Towson (United States) founded in 1992 was acquired by Old National Bank in July 2014.. Founders Financial offers products and services including TRU Enterprise OS, Strategic Enterprise Program, and Investment Management. Founders Financial operates in a competitive market with competitors including State Street, The Tifin Group, Ascensus, Farther and Earned Wealth, among others.
- Headquarter Towson, 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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- Legal Name Founders Financial, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Old National Bank
(Jul 28, 2014)
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Products & Services of Founders Financial
Founders Financial offers a comprehensive portfolio of products and services, including TRU Enterprise OS, Strategic Enterprise Program, and Investment Management. 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.
Integrated suite for streamlining financial advisory operations and client management
Program to help advisors grow enterprises through leadership and planning
Solutions for managing client investments while maintaining brand identity
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Funding Insights of Founders Financial
| 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 |
Investors in Founders Financial
Founders Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Old National Bank. 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 bank
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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 Founders Financial
| 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 - Founders Financial
| 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 |
Founders Financial Comparisons
Competitors of Founders Financial
Founders Financial 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 State Street, The Tifin Group, Ascensus, Farther and Earned Wealth, 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 |
Financial services are provided to asset managers worldwide.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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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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| 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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On-demand services are booked through an app-based platform.
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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 Founders Financial
Frequently Asked Questions about Founders Financial
When was Founders Financial founded?
Founders Financial was founded in 1992.
Where is Founders Financial located?
Founders Financial is headquartered in Towson, United States. It is registered at Towson, Maryland, United States.
Who is the current CEO of Founders Financial?
Bradley Shepherd is the current CEO of Founders Financial.
What does Founders Financial do?
Founders was established in 1992 in Towson, United States, within the financial services sector. A second-party asset management platform is operated by the company to support various investment needs. Services encompass business investment consulting, personalized IT training, personal investing strategies, investment management, risk management, and investment planning. Operations focus on delivering these resources to clients in the asset management domain.
Who are the top competitors of Founders Financial?
Founders Financial's top competitors include State Street, The Tifin Group and Ascensus.
What products or services does Founders Financial offer?
Founders Financial offers TRU Enterprise OS, Strategic Enterprise Program, and Investment Management.
Who are Founders Financial's investors?
Founders Financial has 1 investor. Key investors include Old National Bank.
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