About Gene Bell & Associates
Gene Bell & Associates is a company based in Bellingham (United States) founded in 2000 was acquired by Avantax in February 2022.. Gene Bell & Associates operates in a competitive market with competitors including MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others.
- Headquarter Bellingham, 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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Funding Insights of Gene Bell & Associates
| 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 Gene Bell & Associates
Gene Bell & Associates has secured backing from 1 investor. Prominent investors backing the company include Avantax. 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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Holistic financial services are delivered via wealth management.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Gene Bell & Associates
| 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 - Gene Bell Associates
| 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 |
Gene Bell & Associates Comparisons
Competitors of Gene Bell & Associates
Gene Bell & Associates 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 MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, 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 |
Mutual life insurance company
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Fractional home equity is sold online for interest-free loans.
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Personal and business insurance products are provided nationwide.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Offers financial coaching, investing, insurance, and banking for military families.
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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 Gene Bell & Associates
Frequently Asked Questions about Gene Bell & Associates
When was Gene Bell & Associates founded?
Gene Bell & Associates was founded in 2000.
Where is Gene Bell & Associates located?
Gene Bell & Associates is headquartered in Bellingham, United States. It is registered at Bellingham, Washington, United States.
What does Gene Bell & Associates do?
Gene Bell Associates, founded in 2000 in Bellingham, United States, focuses on offering financial products and advice, managing assets, and financial advisors. Provider of retirement planning services. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
Who are the top competitors of Gene Bell & Associates?
Gene Bell & Associates's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Who are Gene Bell & Associates's investors?
Gene Bell & Associates has 1 investor. Key investors include Avantax.