Guild Investment

Founded: 1999 • Age: 27 yrs
Provides investment portfolio management, market commentary, and reviews for clients.

About Guild Investment

Guild Investment is a company founded in 1999. It operates as a B2B, and B2C. Guild Investment offers products and services including Portfolio Management, Market Commentary, and Complimentary Portfolio Review. Guild Investment operates in a competitive market with competitors including AlphaSense, Fidelity Investments, Investec, Morgan Stanley and HSBC, among others.

  • Sectors
    Technology
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Guild Investment Management 401
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Guild Investment

Guild Investment offers a comprehensive portfolio of products and services, including Portfolio Management, Market Commentary, and Complimentary Portfolio Review. 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

Discretionary management of investment portfolios to minimize risk and maximize returns.

Provides global market insights and updates for informed investment decisions.

Offers free reviews to discuss client goals and provide tailored recommendations.

Funding Insights of Guild Investment

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

Investments & Acquisitions by Guild Investment

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

Financial Statements - Guild Investment

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

Guild Investment Comparisons

Employees
+
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Competitors of Guild Investment

Guild Investment 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 AlphaSense, Fidelity Investments, Investec, Morgan Stanley and HSBC, 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
AI-powered market intelligence and search platform is operated.
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
Universal banking and financial advisory services are provided globally.
domain founded_year HQ Location
Banking & financial service provider
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 Guild Investment

Frequently Asked Questions about Guild Investment

When was Guild Investment founded?

Guild Investment was founded in 1999.

What does Guild Investment do?

Guild Investment Management, Inc. delivers fully discretionary investment services, focusing on strategic asset allocation and risk minimization for personal and corporate accounts. Based in Westlake Village, California, they manage portfolios for U.S. and foreign clients through growth, income, and hybrid strategies. The firm provides market commentary and complimentary reviews to help clients achieve long-term financial goals while handling buy and sell decisions.

Who are the top competitors of Guild Investment?

Guild Investment's top competitors include Fidelity Investments, Investec and AlphaSense.

What products or services does Guild Investment offer?

Guild Investment offers Portfolio Management, Market Commentary, and Complimentary Portfolio Review.

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