About Human Investing
Human Investing is a company based in Lake Oswego (United States) founded in 2004. It operates as a B2B, and B2C. Human Investing offers products and services including Wealth Advisory and Workplace Advisory. Human Investing operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Lake Oswego, United States
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Sectors
Financial ServicesBusiness Services
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Email
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Phone
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Website
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Social
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- Legal Name Human Investing, 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
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Employee Count
Employee Count
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Products & Services of Human Investing
Human Investing offers a comprehensive portfolio of products and services, including Wealth Advisory and Workplace Advisory. 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 investments, estate, and retirement for individuals.
Support for company retirement plans and employee financial education.
Funding Insights of Human Investing
| 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 Human Investing
| 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 - Human Investing
| 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 |
Human Investing Comparisons
Competitors of Human Investing
Human Investing 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, Morgan Stanley, Investec, 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 |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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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 Human Investing
Frequently Asked Questions about Human Investing
When was Human Investing founded?
Human Investing was founded in 2004.
Where is Human Investing located?
Human Investing is headquartered in Lake Oswego, United States. It is registered at Lake Oswego, Oregon, United States.
What does Human Investing do?
Human Investing is a financial advisory firm based in Lake Oswego, Oregon, USA, focusing on personalized wealth management for individuals and families, including estate planning, insurance, retirement, and tax advice. They also deliver workplace advisory services for companies, such as retirement plan offerings, employee education, and compliance support. Their team of credentialed experts prioritizes clients financial wellbeing through tailored guidance and resources.
Who are the top competitors of Human Investing?
Human Investing's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Human Investing offer?
Human Investing offers Wealth Advisory and Workplace Advisory.