About Leonard Management Group
Leonard Management Group is a Financial Services company based in Avon (United States) founded in 1980 by Jim Leonard, and was acquired by Fortis Capital in April 2022. Provider of investment management services. Its focus areas include Asset Management, Diversified and Services for Investment Industry.
Company details
Leonard Management Group, established in 1980 and currently in Acquired stage, focuses on offering financial products and advice, managing assets, and diversified. Provider of investment management services. Adapting to market demands with innovation and client-focused strategies. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Avon, United States
- Founders Jim Leonard
- Stage Acquired
- SectorsFinancial Services
- Acquired by Fortis Capital (Apr 2022)
- Investors
- Acquired byFortis Capital
(Apr 2022)
Investors in Leonard Management Group
Leonard Management Group has secured backing from 1 investor. Prominent investors backing the company include Fortis Capital Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Offers tailored investment advice and financial guidance to individuals and businesses. | 2020 | fortiscapitaladvisors.com |
Investor details for Leonard Management Group
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- Complete investor list
- Round participation
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People of Leonard Management Group
1 people are tracked at Leonard Management Group (1 in leadership).
| Name | Role | Group |
|---|---|---|
Jim Leonard | Founder | Leadership |
Complete people profiles for Leonard Management Group
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- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Leonard Management Group
2 dated milestones of Leonard Management Group across 42 years, from founding to its latest funding, stage changes and deals.
- Founded Leonard Management Group is founded.
- Exit Acquired by Fortis Capital.
Top companies in Asset Management
3 companies that operate in the same segment as Leonard Management Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Leonard Management Group
Leonard Management Group was founded in 1980.
Leonard Management Group is headquartered in Avon, United States.
Leonard Management Group, established in 1980 and currently in Acquired stage, focuses on offering financial products and advice, managing assets, and diversified. Provider of investment management services. Adapting to market demands with innovation and client-focused strategies. It continues to evolve, meeting industry challenges with strategic approaches.
Leonard Management Group has 1 investor. Key investors include Fortis Capital Advisors.
Yes. Leonard Management Group was acquired by Fortis Capital in April 2022.