About Kobren Insight Management
Kobren Insight Management is a company based in Wellesley (United States) founded in 1987 was acquired by Etrade in August 2005.. Kobren Insight Management offers products and services including Financial Planning, Investment Management, Tax Planning, and Legacy Planning. Kobren Insight Management operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Wellesley, 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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- Legal Name Rwa Wealth Partners, Llc
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Products & Services of Kobren Insight Management
Kobren Insight Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, and Legacy 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.
Comprehensive planning for personal and business finances.
Tailored strategies for long-term portfolio growth and risk management.
Integrated solutions to minimize tax liabilities and optimize assets.
Coordination for estate execution and wealth transfer to beneficiaries.
Funding Insights of Kobren Insight Management
| 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 |
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Investors in Kobren Insight Management
Kobren Insight Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include E*TRADE. 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.
| Investor | Description | Founded Year | Domain | Location |
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E*TRADE is operated as an online brokerage and banking platform.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Kobren Insight Management
| 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 - Kobren Insight Management
| 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 |
Kobren Insight Management Comparisons
Competitors of Kobren Insight Management
Kobren Insight Management 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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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
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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| 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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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Kobren Insight Management
When was Kobren Insight Management founded?
Kobren Insight Management was founded in 1987.
Where is Kobren Insight Management located?
Kobren Insight Management is headquartered in Wellesley, United States. It is registered at Wellesley, Massachusetts, United States.
What does Kobren Insight Management do?
Kobren Insight Management was founded in 1987 and is headquartered in Wellesley, United States. Operations are centered in the financial services sector, with a focus on wealth management and financial planning for clients. Services include investment advisory, portfolio management, and retirement strategies, all conducted through a dedicated team. The firm maintains its primary domain at kobreninsightmanagement.com for client interactions and resources.
Who are the top competitors of Kobren Insight Management?
Kobren Insight Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Kobren Insight Management offer?
Kobren Insight Management offers Financial Planning, Investment Management, Tax Planning, and Legacy Planning.
Who are Kobren Insight Management's investors?
Kobren Insight Management has 1 investor. Key investors include E*TRADE.
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