Founders Financial

Towson, United States Founded: 1992 • Age: 34 yrs Acquired By Old National Bank
Second-party asset management platform is provided for investments and consulting.
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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
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Founders Financial, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • 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.

Primary

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

People of Founders Financial
Headcount 10-50
Employee Profiles 13
Employee Profiles
People
Stevin Moses
Member Partner
People
Philip Dubay
Director,
People
Steven Watts
Managing Director,
People
Timothy Lay
Investment Advisor Representative & Registered Representative

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Funding Insights of Founders Financial

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

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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.

All
Institutional
Investor Description Founded Year Domain Location
Commercial bank
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 Founders Financial

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 - Founders Financial

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

Founders Financial Comparisons

Employees
+
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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
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
domain founded_year HQ Location
AI-enabled financial planning and advisory solutions are provided for individuals.
domain founded_year HQ Location
Retirement, health, and college savings services are administered nationwide.
domain founded_year HQ Location
App-based financial planning and management platform for individuals
domain founded_year HQ Location
Financial advisory and wealth management are provided to healthcare professionals.
domain founded_year HQ Location
Personal finance management and investment advise
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 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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