About HighPoint Planning Partners
HighPoint Planning Partners is a company founded in 2012. It operates as a B2C. HighPoint Planning Partners offers products and services including Investment Planning, Retirement Planning, Estate Planning, Risk Management, and Income Tax Planning. HighPoint Planning Partners operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, HSBC and Aviva, among others.
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Products & Services of HighPoint Planning Partners
HighPoint Planning Partners offers a comprehensive portfolio of products and services, including Investment Planning, Retirement Planning, Estate Planning, Risk Management, and Income Tax Planning. 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.
Assists in managing investments to align with client financial goals
Helps plan for secure retirement income and needs
Provides strategies for estate management and charitable giving
Offers insurance and risk assessment for financial protection
Supports tax strategies to optimize client finances
Funding Insights of HighPoint Planning Partners
| 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 HighPoint Planning Partners
| 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 - HighPoint Planning Partners
| 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 |
Highpoint Planning Partners Comparisons
Competitors of HighPoint Planning Partners
HighPoint Planning 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, HSBC and Aviva, 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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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Universal banking and financial advisory services are provided globally.
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Insurance and asset management services are offered in multiple regions.
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Banking & financial service provider
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Highpoint Planning Partners
Frequently Asked Questions about HighPoint Planning Partners
When was HighPoint Planning Partners founded?
HighPoint Planning Partners was founded in 2012.
What does HighPoint Planning Partners do?
HighPoint Planning Partners delivers comprehensive financial guidance through personalized discovery processes, focusing on investment, retirement, estate, and risk management. They assist clients in achieving short and long-term goals via tailored advice and strategic partnerships. Based in Downers Grove, Illinois, USA, they serve individual clients seeking wealth management solutions.
Who are the top competitors of HighPoint Planning Partners?
HighPoint Planning Partners's top competitors include Fidelity Investments, Investec and HSBC.
What products or services does HighPoint Planning Partners offer?
HighPoint Planning Partners offers Investment Planning, Retirement Planning, Estate Planning, Risk Management, and Income Tax Planning.