About Garner Financial Management
Garner Financial Management is a company based in Lafayette (United States) founded in 2002. It operates as a B2C, and B2B. Garner Financial Management offers products and services including Investment Management, Financial Planning, Retirement Planning, and Education Planning. Garner Financial Management operates in a competitive market with competitors including State Street, The Tifin Group, Ascensus, Farther and Earned Wealth, among others.
- Headquarter Lafayette, United States
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Sectors
Financial ServicesTechnology
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Email
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Phone
*********
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Website
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Social
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- Legal Name Garner Financial Management, Inc.
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Garner Financial Management
Garner Financial Management offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, Retirement Planning, and Education Planning. 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.
Develops tailored investment portfolios for long-term goals.
Assists with comprehensive planning for personal finances.
Guides on savings and distribution for secure retirement.
Helps analyze options for educational funding needs.
Funding Insights of Garner Financial 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 Garner Financial 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 - Garner Financial 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 |
Garner Financial Management Comparisons
Competitors of Garner Financial Management
Garner Financial 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 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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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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Financial advisory and wealth management are provided to healthcare professionals.
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Personal finance management and investment advise
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| Company Name | Domain | Founded year | HQ Location | Description |
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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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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Garner Financial Management
Frequently Asked Questions about Garner Financial Management
When was Garner Financial Management founded?
Garner Financial Management was founded in 2002.
Where is Garner Financial Management located?
Garner Financial Management is headquartered in Lafayette, United States. It is registered at Lafayette, Louisiana, United States.
What does Garner Financial Management do?
Garner Financial Management, Inc. is a fee-only firm delivering independent financial planning and investment management. It serves clients across the U.S., focusing on individuals, business owners, and young professionals. Services include retirement planning, estate management, and education savings, using tailored strategies to build long-term relationships and achieve financial goals while prioritizing trust and objectivity.
Who are the top competitors of Garner Financial Management?
Garner Financial Management's top competitors include State Street, The Tifin Group and Ascensus.
What products or services does Garner Financial Management offer?
Garner Financial Management offers Investment Management, Financial Planning, Retirement Planning, and Education Planning.