Jagen Investments

Henderson, United States Founded: 2007 • Age: 19 yrs
It delivers comprehensive solutions of tax planning, financial advisory, and other services.

About Jagen Investments

Jagen Investments is a Technology company based in Henderson (United States) founded in 2007 by Joe Luby. It delivers comprehensive solutions of tax planning, financial advisory, and other services. It operates on a B2B model. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Its legal entity is Jagenâ„¢, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Jagen Investments, established in 2007, excels in innovating financial technology, supporting investment technologies, financial databases, and private company data. It delivers comprehensive solutions of tax planning, financial advisory, and other services. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.

  • Headquarters Henderson, United States
  • Founders Joe Luby
  • Sectors
    Technology
  • Email
    ••••••••
  • Website jagenfunds.com
  • Social X Facebook
  • Legal Name Jagen™, Llc

People of Jagen Investments

1 people are tracked at Jagen Investments (1 in leadership).

NameRoleGroup
Joe Luby
FounderLeadership
Premium access

Complete people profiles for Jagen Investments

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Competitors of Jagen Investments

Jagen Investments has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
Premium access

Detailed competitors of Jagen Investments

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Top companies in Investment & Financial Technology

3 companies that operate in the same segment as Jagen Investments (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M602
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • ✓
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • ✓
    Full access to every database India & global coverage, advanced filters and rich profile details
  • ✓
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Jagen Investments

Enlitic closes $25 million in series B-1 funding round
Globalsecuritymag • 6 years ago
Premium access

Complete news archive for Jagen Investments

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Jagen Investments

Jagen Investments was founded in 2007.

Jagen Investments is headquartered in Henderson, United States. It is registered at Henderson, Nevada, United States.

Jagen Investments, established in 2007, excels in innovating financial technology, supporting investment technologies, financial databases, and private company data. It delivers comprehensive solutions of tax planning, financial advisory, and other services. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide.

Jagen Investments's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Jagen Investments operates through Jagenâ„¢, Llc.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available