About Harbor Advisory
Harbor Advisory is a company based in Portsmouth (United States) founded in 1972. It operates as a B2C. Harbor Advisory offers products and services including Wealth Management Services, Financial Planning, and Investment Management. Harbor Advisory operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Portsmouth, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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- Legal Name Harbor Advisory Corporation
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Harbor Advisory
Harbor Advisory offers a comprehensive portfolio of products and services, including Wealth Management Services, Financial Planning, and Investment Management. 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.
Personalized services for building and managing wealth for high-net-worth clients
Tailored planning to achieve financial goals and minimize risks
Strategies focused on long-term growth and tax efficiency for individuals
Funding Insights of Harbor Advisory
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Harbor Advisory
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Harbor Advisory
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Harbor Advisory Comparisons
Competitors of Harbor Advisory
Harbor Advisory 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, FNZ and Northwestern Mutual, 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 |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Harbor Advisory
Frequently Asked Questions about Harbor Advisory
When was Harbor Advisory founded?
Harbor Advisory was founded in 1972.
Where is Harbor Advisory located?
Harbor Advisory is headquartered in Portsmouth, United States. It is registered at Portsmouth, Virginia, United States.
What does Harbor Advisory do?
Harbor Advisory, established in 1972, delivers personalized wealth management and asset-related services to high and ultra-high net worth families and individuals. The firm focuses on comprehensive financial planning, investment strategies, and risk management through tailored approaches. Based in Portsmouth, New Hampshire, it emphasizes long-term growth and tax efficiency to build and preserve client wealth, serving clients with customized solutions.
Who are the top competitors of Harbor Advisory?
Harbor Advisory's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Harbor Advisory offer?
Harbor Advisory offers Wealth Management Services, Financial Planning, and Investment Management.