About LeoGroup
LeoGroup is a company based in Iselin (United States) founded in 2012. It operates as a B2B, and B2C. LeoGroup offers products and services including Wealth Management, Investments, Tax Planning, Insurance Services, and Retirement Planning. LeoGroup operates in a competitive market with competitors including Rockefeller Capital Management, Renters Warehouse, Stonehage Fleming Family & Partners, Pathstone Federal Street and Silvercrest Asset Management Group, among others.
- Headquarter Iselin, United States
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Sectors
TechnologyFinancial 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 Leo Wealth, Llc
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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
Employee Count
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Products & Services of LeoGroup
LeoGroup offers a comprehensive portfolio of products and services, including Wealth Management, Investments, Tax Planning, Insurance Services, and Retirement 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.
Holistic support for growing and safeguarding client wealth
Tailored strategies aligned with client needs and values
Strategic tax and estate planning for changing regulations
Comprehensive strategies to protect clients and families
Fiduciary guidance for retirement plan design and monitoring
Funding Insights of LeoGroup
| 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 LeoGroup
| 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 - LeoGroup
| 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 |
Leogroup Comparisons
Competitors of LeoGroup
LeoGroup 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 Rockefeller Capital Management, Renters Warehouse, Stonehage Fleming Family & Partners, Pathstone Federal Street and Silvercrest Asset Management Group, 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.
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Property management company
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Multi-family office services are provided to high-net-worth clients.
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Provider of multi family office services
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Multi-family office services are provided for asset management needs.
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Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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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 Leogroup
Frequently Asked Questions about LeoGroup
When was LeoGroup founded?
LeoGroup was founded in 2012.
Where is LeoGroup located?
LeoGroup is headquartered in Iselin, United States. It is registered at Iselin, New Jersey, United States.
Who is the current CEO of LeoGroup?
Matthew Allain is the current CEO of LeoGroup.
What does LeoGroup do?
LEO Wealth is an independent financial advisor delivering personalized advice for wealth management, investments, tax planning, insurance, and estate services. It operates with a global mindset from offices in the United States, Hong Kong, Japan, and Singapore, focusing on safeguarding client wealth and supporting long-term financial security through fiduciary guidance and tailored strategies.
Who are the top competitors of LeoGroup?
LeoGroup's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
What products or services does LeoGroup offer?
LeoGroup offers Wealth Management, Investments, Tax Planning, Insurance Services, and Retirement Planning.
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