About JL Bainbridge
JL Bainbridge is a company based in Sarasota (United States). It operates as a Professional Services. JL Bainbridge offers products and services including Family Wealth Advisory, Portfolio Management, and Financial Planning. JL Bainbridge operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Sarasota, United States
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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
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- Legal Name J.L. Bainbridge & Co., Inc.
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of JL Bainbridge
JL Bainbridge offers a comprehensive portfolio of products and services, including Family Wealth Advisory, Portfolio Management, and Financial 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.
Multi-generational wealth management services are provided to clients.
Investment portfolios are managed for growth and income objectives.
Retirement and estate planning services are offered to individuals.
Funding Insights of JL Bainbridge
| 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 JL Bainbridge
| 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 - JL Bainbridge
| 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 |
Jl Bainbridge Comparisons
Competitors of JL Bainbridge
JL Bainbridge 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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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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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about JL Bainbridge
Where is JL Bainbridge located?
JL Bainbridge is headquartered in Sarasota, United States. It is registered at Sarasota, Florida, United States.
What does JL Bainbridge do?
JL Bainbridge is established as a fee-only financial advisory firm located in Sarasota, Florida. Multi-generational wealth building and money management services are provided to clients. A range of financial planning services, including retirement planning, estate planning, and tax strategies, are offered. Personalized service is ensured whether clients are local or global. As Registered Investment Advisors, fiduciary responsibility is maintained to prioritize client interests. The firm operates in the financial sector, focusing on investment management and wealth advisory solutions without offering brokerage, tax, or legal advice.
Who are the top competitors of JL Bainbridge?
JL Bainbridge's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does JL Bainbridge offer?
JL Bainbridge offers Family Wealth Advisory, Portfolio Management, and Financial Planning.
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