About McCutchen Group
McCutchen Group was established in 2007 and is headquartered in Seattle, United States. Operations are focused on the financial services sector, where various advisory and management services are delivered to clients. The company maintains its primary activities in the Pacific Northwest region, supported by its domain mccutchengroup.com for digital interactions. Geographic emphasis is placed on the U.S. market, with services tailored to financial needs across sectors.
- Headquarter Seattle, United States
- SectorsBusiness Services
- Email••••••••
- Phone•••• ••••
- Website mccutchengroup.com
- Social LinkedIn
- Acquired by CI Financial (Oct 2021)
- Legal Name Corient Private Wealth Llc
- Investors
- Acquired byCI Financial
(Oct 2021)
Investors in McCutchen Group
McCutchen Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and asset management advisory services are provided. | 1965 | cifinancial.com | Toronto, Canada |
Investor details for McCutchen Group
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Timeline of McCutchen Group
2 dated milestones of McCutchen Group across 14 years, from founding to its latest funding, stage changes and deals.
- Founded McCutchen Group is founded.
- Exit Acquired by CI Financial.
Similar companies to McCutchen Group
10 companies that operate in the same segment as McCutchen Group (Finance & Accounting Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | – | USD 3.95 B | 70,100 | |
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 2.76 B | USD 54.77 M | 2,097 | |
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 | |
Provider of financial services | 1978 | Los Angeles, California, United States | USD 249.55 M | – | 1,736 | |
Accounting services are provided by Accordion to business clients. | 2009 | New York, New York, United States | USD 165 K | – | 351 | |
Cloud-based accounting software is offered for business operations. | 2002 | Tampa, Florida, United States | USD 24.33 M | – | 166 | |
Provider of financial management services | 1998 | Johannesburg, Gauteng, South Africa | – | USD 14.3 B | 44,916 | |
Financial services in insurance are provided to individuals and businesses. | 2019 | Jaipur, Rajasthan, India | USD 115.63 M | USD 55.59 M | 280 | |
Business advisory services | 1952 | Atlanta, Georgia, United States | – | – | 762 | |
Audit, tax, and advisory services are provided in the UK. | 1983 | Bolton, Greater Manchester, United Kingdom | USD 6.73 M | – | – |
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Frequently Asked Questions about McCutchen Group
McCutchen Group was founded in 2007.
McCutchen Group is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
McCutchen Group was established in 2007 and is headquartered in Seattle, United States. Operations are focused on the financial services sector, where various advisory and management services are delivered to clients. The company maintains its primary activities in the Pacific Northwest region, supported by its domain mccutchengroup.com for digital interactions. Geographic emphasis is placed on the U.S. market, with services tailored to financial needs across sectors.
McCutchen Group has 1 investor. Key investors include CI Financial.
McCutchen Group operates through Corient Private Wealth Llc.
Yes. McCutchen Group was acquired by CI Financial in October 2021.