About HB Wealth Advisors
HB Wealth Advisors is a company based in Mentor (United States) founded in 2002. It operates as a B2C. HB Wealth Advisors operates in a competitive market with competitors including WealthMinder and My Money Butler, among others.
- Headquarter Mentor, United States
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Sectors
Financial Services
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Phone
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Website
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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
Employee Count
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Funding Insights of HB Wealth Advisors
| 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 |
Investments & Acquisitions by HB Wealth Advisors
| 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 - HB Wealth Advisors
| 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 |
Hb Wealth Advisors Comparisons
Competitors of HB Wealth Advisors
HB Wealth Advisors 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 WealthMinder and My Money Butler, 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 |
Financial advisory services are compared via an online platform.
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| domain | founded_year | HQ Location |
Provides personalized financial advisory services specifically for women.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Hb Wealth Advisors
Frequently Asked Questions about HB Wealth Advisors
When was HB Wealth Advisors founded?
HB Wealth Advisors was founded in 2002.
Where is HB Wealth Advisors located?
HB Wealth Advisors is headquartered in Mentor, United States. It is registered at Mentor, Ohio, United States.
What does HB Wealth Advisors do?
HB Wealth Advisors, based in Mentor, focuses on finance, offering financial products and advice, advisory platforms, and comparison tools. An online platform for comparing financial advisory options tailored for investors. The company prioritizes operational excellence, innovation, and customer-centric approaches for success.
Who are the top competitors of HB Wealth Advisors?
HB Wealth Advisors's top competitors include WealthMinder and My Money Butler.