About Gardey Financial Advisors
Gardey Financial Advisors is a company based in Saginaw (United States) founded in 1985 was acquired by Modern Wealth Management in December 2024.. Gardey Financial Advisors offers products and services including Retirement Planning, Investments, Taxes, Estate Planning, and Insurance Services. Gardey Financial Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Saginaw, 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 Gardey Financial Advisors, 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
Modern Wealth Management
(Dec 10, 2024)
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Products & Services of Gardey Financial Advisors
Gardey Financial Advisors offers a comprehensive portfolio of products and services, including Retirement Planning, Investments, Taxes, Estate Planning, and Insurance 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.
Services for managing retirement accounts and investments.
Guidance on portfolio rebalancing and asset transfers.
Assistance with tax preparation and financial planning.
Support for estate management and insurance needs.
Advice on insurance products for financial protection.
Funding Insights of Gardey Financial Advisors
| 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 Gardey Financial Advisors
Gardey Financial Advisors has secured backing from 1 investor. Prominent investors backing the company include Modern Wealth Management. 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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Wealth management services are provided to clients by the firm.
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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 Gardey Financial Advisors
| 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 - Gardey Financial Advisors
| 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 |
Gardey Financial Advisors Comparisons
Competitors of Gardey Financial Advisors
Gardey Financial Advisors 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, Investec, Morgan Stanley, Guggenheim Partners and FNZ, 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 |
Global banking, investment, and wealth management services are offered worldwide.
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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 |
Asset management and investment advisory services are provided to clients.
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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 |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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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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| 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 Gardey Financial Advisors
When was Gardey Financial Advisors founded?
Gardey Financial Advisors was founded in 1985.
Where is Gardey Financial Advisors located?
Gardey Financial Advisors is headquartered in Saginaw, United States. It is registered at Saginaw, Michigan, United States.
What does Gardey Financial Advisors do?
Gardey Financial Advisors was founded in 1985 and is based in Saginaw, United States. Operations focus on the financial services sector, where retirement planning, investment management, tax planning, estate planning, insurance solutions, and educational resources are offered. Personalized guidance is extended to clients across various life stages, with emphasis placed on building relationships grounded in trust and comprehension of individual needs.
Who are the top competitors of Gardey Financial Advisors?
Gardey Financial Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Gardey Financial Advisors offer?
Gardey Financial Advisors offers Retirement Planning, Investments, Taxes, Estate Planning, and Insurance Services.
Who are Gardey Financial Advisors's investors?
Gardey Financial Advisors has 1 investor. Key investors include Modern Wealth Management.
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