Knox Capital Group

Salt Lake City, United States Founded: 2003 • Age: 23 yrs Acquired By CAPTRUST Financial Advisors
Wealth management and financial advisory services are provided to clients.
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About Knox Capital Group

Knox Capital Group is a company based in Salt Lake City (United States) founded in 2003 was acquired by CAPTRUST Financial Advisors in February 2018.. Knox Capital Group offers products and services including Wealth Planning, Investment Advice, and Fiduciary Services. Knox Capital Group operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Salt Lake City, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
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Products & Services of Knox Capital Group

Knox Capital Group offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Advice, and Fiduciary 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.

Primary

Tailored planning for individual and family financial needs

Guidance on portfolios and retirement solutions

Support for corporations and nonprofits in asset management

Funding Insights of Knox Capital Group

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Knox Capital Group

Knox Capital Group has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Financial advisory services are provided by CAPTRUST to various clients.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Knox Capital Group

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Knox Capital Group

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Knox Capital Group Comparisons

Employees
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Competitors of Knox Capital Group

Knox Capital Group 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
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Knox Capital Group

Frequently Asked Questions about Knox Capital Group

When was Knox Capital Group founded?

Knox Capital Group was founded in 2003.

Where is Knox Capital Group located?

Knox Capital Group is headquartered in Salt Lake City, United States. It is registered at Salt Lake City, Utah, United States.

What does Knox Capital Group do?

Knox Capital Group was established in 2003 and is headquartered in Salt Lake City, United States. Financial services in the wealth management sector are offered, including advisory support for investments and planning. Operations are centered on client portfolios and risk assessment. The company serves individuals and entities within the domestic market, with a focus on long-term financial strategies.

Who are the top competitors of Knox Capital Group?

Knox Capital Group's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Knox Capital Group offer?

Knox Capital Group offers Wealth Planning, Investment Advice, and Fiduciary Services.

Who are Knox Capital Group's investors?

Knox Capital Group has 1 investor. Key investors include CAPTRUST.

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