About MAI Invest
MAI Invest is a company based in Cleveland (United States) founded in 1973 was acquired by Galway Holdings in August 2021. It operates as a Professional Services. MAI Invest offers products and services including Managed Volatility Strategy, Custom Option Overlay, and Equity Dividend Strategy. MAI Invest operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Cleveland, United States
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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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- 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
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Investors
Galway Holdings
& 1 more
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Employee Count
Employee Count
- Acquired by
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Products & Services of MAI Invest
MAI Invest offers a comprehensive portfolio of products and services, including Managed Volatility Strategy, Custom Option Overlay, and Equity Dividend Strategy. 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.
Option-writing strategy is used to reduce market volatility.
Customized options are provided for specific investment needs.
Equity investments are focused on generating dividend income.
Funding Insights of MAI Invest
| 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 Invest
MAI Invest has secured backing from 2 investors, including institutional and venture fund investors. Prominent investors backing the company include Galway Holdings and BC Partners. 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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Diversified alternative assets are managed through investment strategies.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by MAI Invest
| 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 - MAI Invest
| 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 Invest Comparisons
Competitors of MAI Invest
MAI Invest 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, Investec, Morgan Stanley, 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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Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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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 |
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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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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 MAI Invest
When was MAI Invest founded?
MAI Invest was founded in 1973.
Where is MAI Invest located?
MAI Invest is headquartered in Cleveland, United States. It is registered at Cleveland, Ohio, United States.
What does MAI Invest do?
Targeted investment solutions are offered by MAI Investment Management to financial advisors and institutions. Support is provided through dedicated communication, distribution, and due diligence resources. Various strategies, including managed volatility, equity dividend, and custom fixed income solutions, are developed to enhance portfolios. The focus is placed on reducing market volatility and achieving consistent returns in the financial sector.
Who are the top competitors of MAI Invest?
MAI Invest's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does MAI Invest offer?
MAI Invest offers Managed Volatility Strategy, Custom Option Overlay, and Equity Dividend Strategy.
Who are MAI Invest's investors?
MAI Invest has 2 investors. Key investors include Galway Holdings, and BC Partners.