About McDonald Partners
McDonald Partners is a company based in Cleveland (United States) founded in 2005 by Thomas McDonald. It operates as a B2B, and B2C. McDonald Partners offers products and services including Financial Planning, Investment Management, and Retirement Services. McDonald Partners operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Guggenheim Partners, among others.
- Headquarter Cleveland, United States
- Founders Thomas McDonald
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Sectors
Financial Services
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Phone
*********
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Website
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- Legal Name Mcdonald Partners, 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
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Products & Services of McDonald Partners
McDonald Partners offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Retirement Services. 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.
Service for creating personalized financial strategies for individuals.
Manages investment portfolios to build and preserve client wealth.
Assists with retirement planning and strategies for future security.
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Funding Insights of McDonald Partners
| 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 McDonald Partners
| 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 - McDonald Partners
| 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 |
Mcdonald Partners Comparisons
Competitors of McDonald Partners
McDonald Partners 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, Northwestern Mutual and Guggenheim Partners, 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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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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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 Mcdonald Partners
Frequently Asked Questions about McDonald Partners
When was McDonald Partners founded?
McDonald Partners was founded in 2005.
Where is McDonald Partners located?
McDonald Partners is headquartered in Cleveland, United States. It is registered at Cleveland, Ohio, United States.
What does McDonald Partners do?
McDonald Partners, LLC is an investment firm that delivers customized financial planning, investment management, and retirement services to individuals and businesses. They use a holistic approach to build and preserve wealth through proven strategies. Operating from multiple U.S. locations like Cleveland, Ohio, they serve clients across generations, focusing on personalized needs without promotional bias.
Who are the top competitors of McDonald Partners?
McDonald Partners's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does McDonald Partners offer?
McDonald Partners offers Financial Planning, Investment Management, and Retirement Services.
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