
About GEM Investments
GEM Investments is a Financial Services company based in Charlotte (United States). Investment solutions are provided for long-term investors by GEM. It operates on a Professional Services and Commission-Based model. GEM Investments offers products and services including Customized OCIO, Alternative Investments, and Impact Integration. Its focus areas include Financials, Asset Management and Investment Management. Its legal entity is GLOBAL ENDOWMENT MANAGEMENT, LP. Its competitors include The Tifin Group, Ascensus and Learnvest; 2 of its 3 listed competitors have raised funding.
Company details
Investment portfolios are crafted by GEM Investments for endowments, foundations, and other long-term investors. Multi-generational capital is protected and grown through sophisticated strategies. A diversified mix of asset classes and alternative investments is accessed. Customized OCIO, impact integration, and deep partnerships are emphasized. Sectors served include nonprofits, family offices, and sovereigns. Trust and collaboration are prioritized in client relationships. Financial and organizational support is offered as needed.
- Headquarters Charlotte, United States
- SectorsFinancial Services
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- Website geminvestments.com
- Social LinkedIn
- Legal Name Global Endowment Management, Lp
Products & Services of GEM Investments
GEM Investments offers a comprehensive portfolio of products and services, including Customized OCIO, Alternative Investments, and Impact Integration.
Tailored investment solutions are provided for specific client goals.
Diversified alternative investment options are offered to clients.
Impact-focused strategies are integrated into client investment portfolios.
People of GEM Investments
1 people are tracked at GEM Investments (1 in leadership).
| Name | Role | Group |
|---|---|---|
Thruston Morton | Co-Founder & CEO | Leadership |
Complete people profiles for GEM Investments
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Competitors of GEM Investments
GEM Investments has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Learnvest.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise |
Detailed competitors of GEM Investments
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Top companies in Asset Management
3 companies that operate in the same segment as GEM Investments (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Gem Investments
Complete news archive for GEM Investments
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Frequently Asked Questions about GEM Investments
GEM Investments is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
Investment portfolios are crafted by GEM Investments for endowments, foundations, and other long-term investors. Multi-generational capital is protected and grown through sophisticated strategies. A diversified mix of asset classes and alternative investments is accessed. Customized OCIO, impact integration, and deep partnerships are emphasized. Sectors served include nonprofits, family offices, and sovereigns. Trust and collaboration are prioritized in client relationships. Financial and organizational support is offered as needed.
GEM Investments's top competitors include The Tifin Group, Ascensus and Learnvest.
GEM Investments offers Customized OCIO, Alternative Investments, and Impact Integration.
GEM Investments operates through Global Endowment Management, Lp.
