Guggenheim Partners

New York, United States Founded: 1999 • Age: 27 yrs Acquired By Bank of Ireland
Asset management and investment advisory services are provided to clients.
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About Guggenheim Partners

Guggenheim Partners is a company based in New York (United States) founded in 1999 by Peter Lawson Johnston was acquired by Bank of Ireland in December 2005. It operates as a Professional Services, and Brokerage / Intermediation. Guggenheim Partners has raised $21 million across 1 funding round from investors including Bank of Ireland. The company has 1 employees as of April 08, 2024. Guggenheim Partners has completed 8 acquisitions, including API Heat Transfer, BK Nets and Dodgers. Guggenheim Partners offers products and services including Investments, Securities, Investment Consulting, and Retail Real Estate. Guggenheim Partners operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter New York, United States
  • Employees 1 as on 08 Apr, 2024
  • Founders Peter Lawson Johnston
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Guggenheim Partners, Llc
  • Date of Incorporation 14 Oct, 2008
  • Jurisdiction Mumbai, Maharashtra, India
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
    $190.14 K (USD)
    -16.48
    as on Mar 31, 2022
  • Net Profit
    $20.98 K (USD)
    -11.56
    as on Mar 31, 2022
  • EBITDA
    $54.15 K (USD)
    -5.3
    as on Mar 31, 2022
  • Total Equity Funding
    $21 M (USD)

    in 1 rounds

  • Latest Funding Round
    $21 M (USD), Series B

    Sep 14, 2018

  • Investors
  • Employee Count
    1

    as on Apr 08, 2024

  • Investments & Acquisitions
  • Acquired by
    Bank of Ireland

    (Dec 20, 2005)

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Products & Services of Guggenheim Partners

Guggenheim Partners offers a comprehensive portfolio of products and services, including Investments, Securities, Investment Consulting, and Retail Real Estate. 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.

Primary

Investment solutions are provided for diverse client needs.

Securities services are offered to institutional clients globally.

Consulting services are delivered for investment strategy planning.

Real estate solutions are provided for retail clients.

People of Guggenheim Partners
Headcount 1000-5000
Employee Profiles 266
Employee Profiles
People
Spencer Hickman
Operations Associate
People
Eric Mandl
Senior Managing Director
People
Mark R. Walter
Chief Executive Officer
People
Graeme Birrell
Managing Director

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Funding Insights of Guggenheim Partners

Guggenheim Partners has successfully raised a total of $21M through 1 strategic funding round. The most recent funding activity was a Series B round of $21 million completed in September 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 1
  • Last Round Series B — $21.0M
  • First Round

    (14 Sep 2018)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Sep, 2018 Amount Series B - Guggenheim Partners Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Guggenheim Partners

Guggenheim Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Bank of Ireland. 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.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking services are provided across Ireland and internationally.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Guggenheim Partners

Guggenheim Partners has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include API Heat Transfer, BK Nets and Dodgers. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Diversified asset management firm
2011
Provider of investment management firm services
2007
Investment management, mutual funds, and financial advisory services are provided.
2000
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Guggenheim Partners

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Guggenheim Partners Comparisons

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Competitors of Guggenheim Partners

Guggenheim Partners 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 Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, 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
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Guggenheim Partners

Frequently Asked Questions about Guggenheim Partners

When was Guggenheim Partners founded?

Guggenheim Partners was founded in 1999 and raised its 1st funding round 19 years after it was founded.

Where is Guggenheim Partners located?

Guggenheim Partners is headquartered in New York, United States. It is registered at New York, New York, United States.

Is Guggenheim Partners a funded company?

Guggenheim Partners is a funded company, having raised a total of $21M across 1 funding round to date. The company's 1st funding round was a Series B of $21M, raised on Sep 14, 2018.

How many employees does Guggenheim Partners have?

As of Apr 08, 2024, the latest employee count at Guggenheim Partners is 1.

What is the annual revenue of Guggenheim Partners?

Annual revenue of Guggenheim Partners is $190.14K as on Mar 31, 2022.

What does Guggenheim Partners do?

Guggenheim Partners is engaged in delivering innovative investment and advisory solutions to a diverse client base. Services are offered across sectors including investments, securities, investment consulting, institutional finance, and retail real estate. With a presence in multiple global locations, comprehensive financial strategies are developed and implemented. Treasury services and commercial paper solutions are also provided to meet client needs.

Who are the top competitors of Guggenheim Partners?

Guggenheim Partners's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Guggenheim Partners offer?

Guggenheim Partners offers Investments, Securities, Investment Consulting, and Retail Real Estate.

How many acquisitions has Guggenheim Partners made?

Guggenheim Partners has made 8 acquisitions, including API Heat Transfer, BK Nets, and Dodgers.

Who are Guggenheim Partners's investors?

Guggenheim Partners has 1 investor. Key investors include Bank of Ireland.

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