About Gould Asset Management
Gould Asset Management is a Financial Services company based in Claremont (United States) founded in 1999. It offers wealth management and portfolio strategies for clients. It operates on a B2B and B2C model. The company has 12 employees. Gould Asset Management offers products and services including Core Equity Strategy, Equity Index Plus, Balanced Benchmark Plus, and Diversified Income. Its focus areas include FinTech, Investment Tech, Wealth Management and Portfolio Management. Its legal entity is GOULD ASSET MANAGEMENT, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Gould Asset Management is a registered investment adviser that manages client assets with fiduciary standards. They provide tailored investment strategies like equity and income options for individuals and organizations with portfolios over 1 million. Based in Claremont, California, they focus on client interests through discretionary management and personalized financial planning.
- Headquarters Claremont, United States
- Employees 12
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website gouldasset.com
- Social LinkedIn Facebook
- Legal Name Gould Asset Management, Llc
- Employee Count12
Products & Services of Gould Asset Management
Gould Asset Management offers a comprehensive portfolio of products and services, including Core Equity Strategy, Equity Index Plus, Balanced Benchmark Plus, and Diversified Income.
Equity-based strategy for portfolio growth and returns
Enhanced index strategy for balanced asset management
Mixed asset approach for risk-adjusted performance
Income-focused strategy for steady financial yields
Competitors of Gould Asset Management
Gould Asset Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Gould Asset Management
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Web traffic of Gould Asset Management
The website of Gould Asset Management (gouldasset.com) receives about 2K visits a month.
- Monthly visits2K
▲ 22.2% vs previous month
Websites whose visitors overlap most with Gould Asset Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| gersteinfisher.com | 100% | View details | |||
| gluskinsheff.com | 92% | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Gould Asset Management (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Gould Asset Management
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Frequently Asked Questions about Gould Asset Management
Gould Asset Management was founded in 1999.
Gould Asset Management is headquartered in Claremont, United States. It is registered at Claremont, California, United States.
Gould Asset Management has 12 employees.
Gould Asset Management is a registered investment adviser that manages client assets with fiduciary standards. They provide tailored investment strategies like equity and income options for individuals and organizations with portfolios over 1 million. Based in Claremont, California, they focus on client interests through discretionary management and personalized financial planning.
Gould Asset Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Gould Asset Management offers Core Equity Strategy, Equity Index Plus, Balanced Benchmark Plus, and Diversified Income.
Gould Asset Management operates through Gould Asset Management, Llc.