About Goelzer
Goelzer is a company based in Indianapolis (United States) founded in 1969. It operates as a B2B, and B2C. The company has 32 employees as of December 31, 2022. Goelzer offers products and services including Institutional Advisory, Wealth Advisory, Private Office, and G•PRO Sports. Goelzer operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Indianapolis, United States
- Employees 32 as on 31 Dec, 2022
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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 Goelzer Investment Management, 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
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Investors
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Employee Count
32
as on Dec 31, 2022
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Products & Services of Goelzer
Goelzer offers a comprehensive portfolio of products and services, including Institutional Advisory, Wealth Advisory, Private Office, and G•PRO Sports. 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.
Consulting for endowments, foundations, and governmental entities
Investment management for high net worth individuals and families
Tailored services for ultra-high net worth and complex estates
Wealth planning for professional athletes and their families
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Funding Insights of Goelzer
| 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 Goelzer
| 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 - Goelzer
| 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 |
Goelzer Comparisons
Competitors of Goelzer
Goelzer 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, American Family Insurance, Point Digital Finance, 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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Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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Fractional home equity is sold online for interest-free loans.
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Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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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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| domain | founded_year | HQ Location |
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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Latest news on Goelzer
Frequently Asked Questions about Goelzer
When was Goelzer founded?
Goelzer was founded in 1969.
Where is Goelzer located?
Goelzer is headquartered in Indianapolis, United States. It is registered at Indianapolis, Indiana, United States.
How many employees does Goelzer have?
As of Dec 31, 2022, the latest employee count at Goelzer is 32.
What does Goelzer do?
Goelzer Investment Management is an advisory firm specializing in proprietary investment strategies and financial planning to support successful families and institutions. Based in Carmel, Indiana, USA, it delivers services like institutional advisory for endowments and foundations, wealth advisory for high net worth individuals, private office solutions for complex estates, and specialized support for professional athletes. The firm emphasizes client-focused guidance through rigorous expertise and technology to help clients achieve their financial goals.
Who are the top competitors of Goelzer?
Goelzer's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Goelzer offer?
Goelzer offers Institutional Advisory, Wealth Advisory, Private Office, and G•PRO Sports.