About MAI Capital Management
MAI Capital Management is a company based in Beachwood (United States) founded in 1973.. MAI Capital Management has completed 26 acquisitions, including Concentric Wealth Management, Evoke Advisors and Garrison Asset Management. MAI Capital Management offers products and services including Wealth Management, Family Office, MAI Retirement, and MAI Sports and Entertainment. MAI Capital Management operates in a competitive market with competitors including MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others.
- Headquarter Beachwood, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Mai Capital Management, 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
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Concentric Wealth Management
& 25 more
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Products & Services of MAI Capital Management
MAI Capital Management offers a comprehensive portfolio of products and services, including Wealth Management, Family Office, MAI Retirement, and MAI Sports and Entertainment. 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.
Advisory services to manage and grow client investments and assets.
Comprehensive solutions for high-net-worth families' financial needs.
Planning and management for retirement savings and strategies.
Tailored financial services for athletes and entertainers.
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Funding Insights of MAI Capital Management
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Aug, 2021 | Amount | Unspecified - MAI Capital Management | Valuation | Galway Holdings |
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| 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 |
Investors in MAI Capital Management
MAI Capital Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Galway Holdings. 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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Limited information available for holdings company founded in 2018.
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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 MAI Capital Management
MAI Capital Management has strategically engaged in corporate development activities, having acquired 26 companies. Notable acquisitions include Concentric Wealth Management, Evoke Advisors and Garrison Asset Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provider of asset & wealth management and investment advisory services
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2021 | ||||
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Financial planning and wealth management services are provided to clients.
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2019 | ||||
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LWS Wealth Advisors is engaged in providing wealth management services.
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2013 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - MAI Capital Management
| 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 |
Mai Capital Management Comparisons
Competitors of MAI Capital Management
MAI Capital Management 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 MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, 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 |
Mutual life insurance company
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Fractional home equity is sold online for interest-free loans.
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Personal and business insurance products are provided nationwide.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Offers financial coaching, investing, insurance, and banking for military families.
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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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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 Mai Capital Management
Frequently Asked Questions about MAI Capital Management
When was MAI Capital Management founded?
MAI Capital Management was founded in 1973 and raised its 1st funding round 48 years after it was founded.
Where is MAI Capital Management located?
MAI Capital Management is headquartered in Beachwood, United States. It is registered at Beachwood, Ohio, United States.
What does MAI Capital Management do?
MAI Capital Management was established in 1973 and is headquartered in Beachwood, United States. Operations are centered in the financial services sector, where investment management, wealth planning, and advisory support are delivered to institutional and individual clients. Services encompass portfolio construction, risk assessment, and financial strategy development. The firm maintains a nationwide presence, with resources allocated to client-specific needs in a regulated environment.
Who are the top competitors of MAI Capital Management?
MAI Capital Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does MAI Capital Management offer?
MAI Capital Management offers Wealth Management, Family Office, MAI Retirement, and MAI Sports and Entertainment.
How many acquisitions has MAI Capital Management made?
MAI Capital Management has made 26 acquisitions, including Concentric Wealth Management, Evoke Advisors, and Garrison Asset Management.
Who are MAI Capital Management's investors?
MAI Capital Management has 1 investor. Key investors include Galway Holdings.
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