Lenox Wealth Management

United States Founded: 2017 • Age: 9 yrs Acquired By Creative Planning
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About Lenox Wealth Management

Lenox Wealth Management was established in 2017 and operates from the United States. Financial advisory services are delivered through the domain fundalifeyoulove.com, focusing on asset management and planning for individuals. Core operations center on the domestic market, with emphasis on investment strategies and wealth preservation. Limited public details are available regarding specific client segments or portfolio sizes.

  • Headquarter United States
  • Phone
    *********
  • Website
    *********
Operational Areas
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Creative Planning

    (Aug 11, 2020)

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Funding Insights of Lenox Wealth Management

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 Lenox Wealth Management

Lenox Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Creative Planning. 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.

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Investor Description Founded Year Domain Location
Provider of wealth management services
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 Lenox Wealth Management

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 - Lenox Wealth Management

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

Lenox Wealth Management Comparisons

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Competitors of Lenox Wealth Management

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 Lenox Wealth Management

Frequently Asked Questions about Lenox Wealth Management

When was Lenox Wealth Management founded?

Lenox Wealth Management was founded in 2017.

Where is Lenox Wealth Management located?

Lenox Wealth Management is headquartered in United States.

What does Lenox Wealth Management do?

Lenox Wealth Management was established in 2017 and operates from the United States. Financial advisory services are delivered through the domain fundalifeyoulove.com, focusing on asset management and planning for individuals. Core operations center on the domestic market, with emphasis on investment strategies and wealth preservation. Limited public details are available regarding specific client segments or portfolio sizes.

Who are Lenox Wealth Management's investors?

Lenox Wealth Management has 1 investor. Key investors include Creative Planning.

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