About Gateway Investment Advisers
Gateway Investment Advisers is a company based in Cincinnati (United States) founded in 1977. It operates as a B2B. Gateway Investment Advisers has completed 1 acquisition, including Belmont Capital Group. Gateway Investment Advisers offers products and services including Flagship Fund, Active Overwrite, Active PutWrite, and Quality Income. Gateway Investment Advisers operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Cincinnati, United States
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Sectors
Financial Services
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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 Gateway Investment Advisers, Llc
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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
Employee Count
- Investments & Acquisitions
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Products & Services of Gateway Investment Advisers
Gateway Investment Advisers offers a comprehensive portfolio of products and services, including Flagship Fund, Active Overwrite, Active PutWrite, and Quality Income. 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.
Offers equity market participation with lower volatility via index options
Provides active options overwriting for risk-adjusted returns
Strategy for generating cash flow through put options
Focuses on consistent income from low-volatility equity approaches
Funding Insights of Gateway Investment Advisers
| 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 Gateway Investment Advisers
Gateway Investment Advisers has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Belmont Capital Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Diversified asset management is provided by Belmont Capital Group.
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2010 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Gateway Investment Advisers
| 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 |
Gateway Investment Advisers Comparisons
Competitors of Gateway Investment Advisers
Gateway Investment Advisers 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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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Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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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 Gateway Investment Advisers
Frequently Asked Questions about Gateway Investment Advisers
When was Gateway Investment Advisers founded?
Gateway Investment Advisers was founded in 1977.
Where is Gateway Investment Advisers located?
Gateway Investment Advisers is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
What does Gateway Investment Advisers do?
Gateway Investment Advisers, LLC, headquartered in Cincinnati, OH, USA, with an office in Boston, MA, USA, specializes in options-based investment approaches since 1977. They focus on low-volatility equity strategies to generate cash flow and reduce risk for clients through index options. Their services include flagship funds and active strategies, targeting institutional and individual investors seeking stable, long-term growth and diversification.
Who are the top competitors of Gateway Investment Advisers?
Gateway Investment Advisers's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Gateway Investment Advisers offer?
Gateway Investment Advisers offers Flagship Fund, Active Overwrite, Active PutWrite, and Quality Income.
How many acquisitions has Gateway Investment Advisers made?
Gateway Investment Advisers has made 1 acquisition, including Belmont Capital Group.