About Lowery Thomas
Lowery Thomas is a company based in San Francisco (United States) founded in 1999 by Mark Vicencio, David Lowery, and Ken Cala. It operates as a B2C. The company has 2 employees as of December 31, 2022. Lowery Thomas offers products and services including Financial Planning Services, Investment Advice, and Employee Stock Options Consulting. Lowery Thomas operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter San Francisco, United States
- Employees 2 as on 31 Dec, 2022
- Founders Mark Vicencio, David Lowery, Ken Cala
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Sectors
Financial ServicesBusiness Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Lowery Thomas Llc
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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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Investors
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Employee Count
2
as on Dec 31, 2022
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Products & Services of Lowery Thomas
Lowery Thomas offers a comprehensive portfolio of products and services, including Financial Planning Services, Investment Advice, and Employee Stock Options Consulting. 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.
Provides guidance on financial strategies and planning for individuals
Offers advice on investments and portfolio risk analysis
Assists with employee stock options and investment decisions
Funding Insights of Lowery Thomas
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 Lowery Thomas
| 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 - Lowery Thomas
| 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 |
Lowery Thomas Comparisons
Competitors of Lowery Thomas
Lowery Thomas 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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 |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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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Latest news on Lowery Thomas
Frequently Asked Questions about Lowery Thomas
When was Lowery Thomas founded?
Lowery Thomas was founded in 1999.
Where is Lowery Thomas located?
Lowery Thomas is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
How many employees does Lowery Thomas have?
As of Dec 31, 2022, the latest employee count at Lowery Thomas is 2.
What does Lowery Thomas do?
Lowery Thomas LLC is a wealth management firm that specializes in financial planning, investing, and employee stock options advice. They deliver personalized services through advisory sessions and client resources, focusing on individual investor needs. Located in San Francisco and Walnut Creek, California, they assist clients with portfolio management and investment strategies to enhance financial security.
Who are the top competitors of Lowery Thomas?
Lowery Thomas's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Lowery Thomas offer?
Lowery Thomas offers Financial Planning Services, Investment Advice, and Employee Stock Options Consulting.