About Gofen and Glossberg
Gofen and Glossberg is a Financial Services company based in Chicago (United States) founded in 1932, and was acquired by CI Financial in November 2021. Wealth management firm. Gofen and Glossberg offers products and services including Wealth Management, Family Office Services, and Tax Services. Its focus areas include Asset Management and Wealth Management. Its legal entity is Corient Private Wealth LLC. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
Gofen and Glossberg was established in 1932 in Chicago, United States, as a wealth management firm. Investment advisory and portfolio management services are offered to clients. Operations are centered on financial planning and asset allocation strategies. The firm maintains its headquarters in Chicago, serving clients primarily within the United States. Domain registration is held under gofen.com for online presence.
- Headquarters Chicago, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website gofen.com
- Social LinkedIn
- Acquired by CI Financial (Nov 2021)
- Legal Name Corient Private Wealth Llc
- Investors
- Acquired byCI Financial
(Nov 2021)
Products & Services of Gofen and Glossberg
Gofen and Glossberg offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, and Tax Services.
Provides investment and planning for client assets
Offers tax, trust, and personalized CFO services
Handles tax planning and compliance for clients
Investors in Gofen and Glossberg
Gofen and Glossberg has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and asset management advisory services are provided. | 1965 | cifinancial.com | Toronto, Canada |
Investor details for Gofen and Glossberg
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Timeline of Gofen and Glossberg
2 dated milestones of Gofen and Glossberg across 89 years, from founding to its latest funding, stage changes and deals.
- Founded Gofen and Glossberg is founded.
- Exit Acquired by CI Financial.
Competitors of Gofen and Glossberg
Gofen and Glossberg has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of Gofen and Glossberg
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Top companies in Asset Management
3 companies that operate in the same segment as Gofen and Glossberg (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 Gofen And Glossberg
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Frequently Asked Questions about Gofen and Glossberg
Gofen and Glossberg was founded in 1932.
Gofen and Glossberg is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Gofen and Glossberg was established in 1932 in Chicago, United States, as a wealth management firm. Investment advisory and portfolio management services are offered to clients. Operations are centered on financial planning and asset allocation strategies. The firm maintains its headquarters in Chicago, serving clients primarily within the United States. Domain registration is held under gofen.com for online presence.
Gofen and Glossberg's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Gofen and Glossberg offers Wealth Management, Family Office Services, and Tax Services.
Gofen and Glossberg has 1 investor. Key investors include CI Financial.
Gofen and Glossberg operates through Corient Private Wealth Llc.
Yes. Gofen and Glossberg was acquired by CI Financial in November 2021.