About Janney
Janney is a Business Services company based in Philadelphia (United States) founded in 1832, and was acquired by KKR in July 2024. It offers comprehensive wealth management and financial advisory services. It operates on a B2B model. Janney has completed 3 acquisitions, including FIG Partners, HighBank Advisors and TM Capital. Its website janney.com draws about 81 thousand monthly visits. Its focus areas include Financial Services, Wealth Management, Advisory Services and Financial Planning. Its competitors include AlphaSense, Fidelity Investments and Morgan Stanley; 2 of its 3 listed competitors have raised funding.
Company details
Janney offers comprehensive wealth management and financial advisory services through offering financial products and advice, managing wealth portfolios, providing advisory services, and providing financial planning. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Philadelphia, United States
- Stage Acquired
- SectorsBusiness Services
- Website janney.com
- Social X Facebook
- Acquired by KKR (Jul 2024)
- Investors
- Investments & AcquisitionsFIG Partners
& 2 more
- Acquired byKKR
(Jul 2024)
Investors in Janney
Janney has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include KKR.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Multiple sectors are invested in by this private equity firm. | 1976 | kkr.com | New York, United States |
Investor details for Janney
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People of Janney
69 people are tracked at Janney (51 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Robert Gelsher | Vice President | Leadership |
Chase Bradley | Senior Vice President / Investments, Financial Advisor | Leadership |
Justin Sauerwine | Director Of Fp&a | Leadership |
Peter Slowik | Director Investment Banking | Leadership |
Michael Richardson | Vice President / Investments, Financial Advisor, Accredited Wealth Management Advisor℠ | Leadership |
Guy Lebas | Head Of Fixed Income, Janney Capital Management | Leadership |
David Allebach | Managing Director And Head Of Corporate Advisory Group | Leadership |
Doran M Young | Senior Vice President/ Complex Manager | Leadership |
Donald Thomas | Vice President Investments | Leadership |
Anthony M. Miller | President | Leadership |
David Brown | Managing Director | Leadership |
Thomas Day | Executive Vice President-investments | Leadership |
Eric Lawless | Managing Director And Associate Director Of Investment Banking | Leadership |
Don Thomas | Vice President Investment | Leadership |
David Reed | Managing Director | Leadership |
Mike Hricko | Chief Financial Officer | Leadership |
Nadine Halevy | Vice President, Director Of Talent Acquisition | Leadership |
Liesbeth Roberts | Vice President Of Total Rewards | Leadership |
Mark Luschini | Chief Investment Strategist | Leadership |
Jack Franchi | Senior Vice President/investments Branch Manager | Leadership |
49 more people are available in the full profile.
Complete people profiles for Janney
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Investments & Acquisitions by Janney
Janney has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include FIG Partners, HighBank Advisors and TM Capital.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Middle-market investment banking services are offered across sectors. | tmcapital.com | New York, United States | 1989 | Jan 2024 | •••• | |
Wealth management services are provided to clients by FIG Partners. | figpartners.com | Atlanta, United States | 2003 | Mar 2019 | •••• | |
Mid-market investment banking services are provided in M&A and finance. | highbankadvisors.com | Baltimore, United States | 2009 | May 2018 | •••• |
Complete acquisition details for Janney
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Timeline of Janney
5 dated milestones of Janney across 192 years, from founding to its latest funding, stage changes and deals.
- Founded Janney is founded.
- Acquisition Acquires HighBank Advisors.
- Acquisition Acquires FIG Partners.
- Acquisition Acquires TM Capital.
- Exit Acquired by KKR.
Competitors of Janney
Janney has 3 listed competitors in our database, 2 of them funded. They include AlphaSense, Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Janney
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Web traffic of Janney
The website of Janney (janney.com) receives about 80.7K visits a month.
- Monthly visits80.7K
▼ 12.3% vs previous month
Websites whose visitors overlap most with Janney. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| loringward.com | 53% | View details | |||
| nfg.com | 53% | 54.2K | #381,819 | View details | |
| incapital.com | 49% | 2K | #10,406,370 | View details | |
| assuranceagency.com | 49% | View details |
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Janney (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Related news about Janney
Complete news archive for Janney
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Frequently Asked Questions about Janney
Janney was founded in 1832.
Janney is headquartered in Philadelphia, United States. It is registered at Philadelphia, Pennsylvania, United States.
Janney offers comprehensive wealth management and financial advisory services through offering financial products and advice, managing wealth portfolios, providing advisory services, and providing financial planning. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Janney's top competitors include Fidelity Investments, AlphaSense and Morgan Stanley.
Janney has made 3 acquisitions, including FIG Partners, HighBank Advisors, and TM Capital.
Janney has 1 investor. Key investors include KKR.
Yes. Janney was acquired by KKR in July 2024.