About Leonetti & Associates
Leonetti Associates was established in 1997 and is based in Buffalo Grove, United States. Operations focus on the financial services sector, where wealth management and investment advisory services are delivered. Client portfolios are managed through tailored strategies, including asset allocation and financial planning. The firm serves individuals and institutions within the region, adhering to standard regulatory practices in the industry.
- Headquarter Buffalo Grove, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Sanders Morris Harris Group
(Mar 05, 2008)
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Funding Insights of Leonetti & Associates
| 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 |
Investors in Leonetti & Associates
Leonetti & Associates has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sanders Morris. 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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Financial services are provided by Sanders Morris LLC.
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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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Founded Year | Domain | Location | |
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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 Leonetti & Associates
| 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 - Leonetti Associates
| 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 |
Leonetti & Associates Comparisons
Competitors of Leonetti & Associates
| 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 Leonetti & Associates
When was Leonetti & Associates founded?
Leonetti & Associates was founded in 1997.
Where is Leonetti & Associates located?
Leonetti & Associates is headquartered in Buffalo Grove, United States. It is registered at Buffalo Grove, Illinois, United States.
What does Leonetti & Associates do?
Leonetti Associates was established in 1997 and is based in Buffalo Grove, United States. Operations focus on the financial services sector, where wealth management and investment advisory services are delivered. Client portfolios are managed through tailored strategies, including asset allocation and financial planning. The firm serves individuals and institutions within the region, adhering to standard regulatory practices in the industry.
Who are Leonetti & Associates's investors?
Leonetti & Associates has 1 investor. Key investors include Sanders Morris.