About Leonard Financial Group
Leonard Financial Group is a company based in Melbourne (United States) founded in 2009 by Jeffrey M Leonard. It operates as a B2C. Leonard Financial Group offers products and services including Financial Planning, Wealth Management, and Wealth Protection. Leonard Financial Group operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Melbourne, United States
- Founders Jeffrey M Leonard
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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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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
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Products & Services of Leonard Financial Group
Leonard Financial Group offers a comprehensive portfolio of products and services, including Financial Planning, Wealth Management, and Wealth Protection. 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.
Tailored services for retirement and education planning needs
Strategies for investment accumulation and risk management
Protection strategies to reduce taxes and ensure estate transfer
Funding Insights of Leonard Financial Group
| 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 Leonard Financial Group
| 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 - Leonard Financial Group
| 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 |
Leonard Financial Group Comparisons
Competitors of Leonard Financial Group
Leonard Financial 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 |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
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 Leonard Financial Group
When was Leonard Financial Group founded?
Leonard Financial Group was founded in 2009.
Where is Leonard Financial Group located?
Leonard Financial Group is headquartered in Melbourne, United States. It is registered at Melbourne, Florida, United States.
What does Leonard Financial Group do?
Leonard Financial Group is a registered investment advisor firm based in Melbourne, Florida, specializing in fiduciary financial planning. They provide fee-based services focused on retirement, wealth management, and protection strategies, emphasizing personalized plans for clients unique needs and goals. The team helps with investment choices, risk management, and efficient estate transfer to ensure financial success.
Who are the top competitors of Leonard Financial Group?
Leonard Financial Group's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Leonard Financial Group offer?
Leonard Financial Group offers Financial Planning, Wealth Management, and Wealth Protection.
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