About Horizon Investments
Horizon Investments is a company based in Charlotte (United States) founded in 1995 was acquired by Petro River Oil in December 2015.. The company has 3 employees as of December 31, 2024. Horizon Investments offers products and services including Gain Stage Portfolios, Protect Stage Portfolios, Spend Stage Portfolios, and Horizon Mutual Funds. Horizon Investments operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Charlotte, United States
- Employees 3 as on 31 Dec, 2024
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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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Social
*********
- Legal Name Horizon Investments, Llc
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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
Petro River Oil
& 1 more
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Employee Count
3
as on Dec 31, 2024
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Acquired by
Petro River Oil
(Dec 07, 2015)
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Products & Services of Horizon Investments
Horizon Investments offers a comprehensive portfolio of products and services, including Gain Stage Portfolios, Protect Stage Portfolios, Spend Stage Portfolios, and Horizon Mutual Funds. 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.
Portfolios designed for growth-oriented investment stages
Portfolios focused on risk protection for clients
Portfolios tailored for withdrawal and spending phases
Funds offering goals-based investing strategies
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Funding Insights of Horizon Investments
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov, 2021 | Amount | Private Equity Round - Horizon Investments | Valuation | Altamont Capital Partners |
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| 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 |
Investors in Horizon Investments
Horizon Investments has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Petro River Oil and Altamont Capital Partners. 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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Private equity firm investing in lower-middle market companies across Industrials, Business Services, Financial Services, and Franchising & Multi-Unit sectors.
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Founded Year | Domain | Location | |
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Oil and gas exploration and production company
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Horizon Investments
| 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 - Horizon Investments
| 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 |
Horizon Investments Comparisons
Competitors of Horizon Investments
Horizon Investments 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, Guggenheim Partners and FNZ, 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
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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 |
Asset management and investment advisory services are provided to clients.
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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 |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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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 Horizon Investments
Frequently Asked Questions about Horizon Investments
When was Horizon Investments founded?
Horizon Investments was founded in 1995 and raised its 1st funding round 26 years after it was founded.
Where is Horizon Investments located?
Horizon Investments is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
Who is the current CEO of Horizon Investments?
Robbie Cannon is the current CEO of Horizon Investments.
How many employees does Horizon Investments have?
As of Dec 31, 2024, the latest employee count at Horizon Investments is 3.
What does Horizon Investments do?
Horizon Investments was founded in 1995 in Charlotte, United States, as a firm focused on diversified investment management. Operations are centered in the financial sector, where various investment strategies are managed for clients. Services encompass portfolio oversight and advisory functions across multiple asset classes. The firm is headquartered in Charlotte and led by CEO Robbie Cannon, with activities spanning institutional and retail investment needs.
Who are the top competitors of Horizon Investments?
Horizon Investments's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Horizon Investments offer?
Horizon Investments offers Gain Stage Portfolios, Protect Stage Portfolios, Spend Stage Portfolios, and Horizon Mutual Funds.
Who are Horizon Investments's investors?
Horizon Investments has 2 investors. Key investors include Petro River Oil, and Altamont Capital Partners.