About Gordon Asset Management
Gordon Asset Management is a Financial Services company based in Durham (United States) founded in 2001. Provider of wealth, retirement, taxation, and financial planning services. The company has 13 employees. Its focus areas include Asset Management and Diversified. Its legal entity is GORDON ASSET MANAGEMENT, LLC. Its competitors include Bank of America, S&P Global and Goldman Sachs; 1 of its 3 listed competitors has raised funding.
Company details
Gordon Asset Management provider of wealth, retirement, taxation, and financial planning services, focusing on offering financial products and advice, managing assets, and diversified. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Durham, United States
- Employees 13
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wealthqb.com
- Social LinkedIn X Facebook
- Legal Name Gordon Asset Management, Llc
- Investors
- Employee Count13
Funding Insights of Gordon Asset Management
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Gordon Asset Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2024 | Seed | – | – |
1 investors in total: 1 institutional.
Investors in Gordon Asset Management
Gordon Asset Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Summit Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Summit Financial is recognized as a leading investment advisory firm. | 2018 | summitfinancial.com | Parsippany, United States |
Investor details for Gordon Asset Management
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People of Gordon Asset Management
1 people are tracked at Gordon Asset Management (1 in leadership); the tracked headcount is 13.
| Name | Role | Group |
|---|---|---|
Russell Smith | Owner | Leadership |
Complete people profiles for Gordon Asset Management
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Timeline of Gordon Asset Management
2 dated milestones of Gordon Asset Management across 23 years, from founding to its latest funding, stage changes and deals.
- Founded Gordon Asset Management is founded.
- Funding First funding round.
Competitors of Gordon Asset Management
Gordon Asset Management has 3 listed competitors in our database, 1 of them funded. They include Bank of America, S&P Global and Goldman Sachs.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| bankofamerica.com | 1904 | Charlotte, United States | 208,000 | Commercial banking and asset management services are offered worldwide. | ||
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| goldmansachs.com | 1869 | New York, United States | 333 | Investment banking services are delivered across multiple financial sectors. |
Detailed competitors of Gordon Asset Management
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Web traffic of Gordon Asset Management
The website of Gordon Asset Management (wealthqb.com) receives about 1.3K visits a month.
- Monthly visits1.3K
▼ 16.4% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Gordon Asset Management (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 Gordon Asset Management
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Frequently Asked Questions about Gordon Asset Management
Gordon Asset Management was founded in 2001 and raised its 1st funding round 23 years after it was founded.
Gordon Asset Management is headquartered in Durham, United States. It is registered at Durham, North Carolina, United States.
Gordon Asset Management has 13 employees.
Gordon Asset Management provider of wealth, retirement, taxation, and financial planning services, focusing on offering financial products and advice, managing assets, and diversified. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
Gordon Asset Management's top competitors include Goldman Sachs, S&P Global and Bank of America.
Gordon Asset Management has 1 investor. Key investors include Summit Financial.
Gordon Asset Management operates through Gordon Asset Management, Llc.