About Jupiter Wealth
Jupiter Wealth is a company based in Glendale (United States) founded in 1992. It operates as a B2C. Jupiter Wealth offers products and services including Portfolio Management, Financial Planning, Legacy Planning, and Family Office Services. Jupiter Wealth operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Glendale, United States
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Financial Services
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Products & Services of Jupiter Wealth
Jupiter Wealth offers a comprehensive portfolio of products and services, including Portfolio Management, Financial Planning, Legacy Planning, and Family Office Services. 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.
Manages assets directly for high-net-worth clients to minimize fees
Creates personalized plans for long-term financial goals and decisions
Handles estate transfers and generational wealth strategies
Coordinates financial aspects like insurance and investments for families
Funding Insights of Jupiter Wealth
| 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 |
Investments & Acquisitions by Jupiter Wealth
| 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 - Jupiter Wealth
| 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 |
Jupiter Wealth Comparisons
Competitors of Jupiter Wealth
Jupiter Wealth 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, Focus Financial Partners, Alera Group, Wintrust 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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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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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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Latest news on Jupiter Wealth
Frequently Asked Questions about Jupiter Wealth
When was Jupiter Wealth founded?
Jupiter Wealth was founded in 1992.
Where is Jupiter Wealth located?
Jupiter Wealth is headquartered in Glendale, United States. It is registered at Glendale, California, United States.
What does Jupiter Wealth do?
Jupiter Wealth Management is a fee-only investment advisor based in Denver, Colorado, serving high-net-worth and ultra-high-net-worth individuals and families across the United States. They provide personalized financial planning, legacy and generational planning, asset management, and family office services to handle investments, estate strategies, and daily financial coordination. Their approach focuses on reducing fees, tailoring strategies to client needs, and ensuring long-term wealth preservation through direct, hands-on management.
Who are the top competitors of Jupiter Wealth?
Jupiter Wealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Jupiter Wealth offer?
Jupiter Wealth offers Portfolio Management, Financial Planning, Legacy Planning, and Family Office Services.