Mellon

Boston, United States
Investment management services are provided to clients by Mellon.
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About Mellon

Mellon is a company based in Boston (United States). It operates as a Professional Services. Mellon has completed 3 acquisitions, including Direct Advice, EACM Advisors and Walter Scott & Partners. Mellon offers products and services including Index Management and Cash Management. Mellon operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Guggenheim Partners, among others.

  • Headquarter Boston, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Mellon Investments Corporation
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Mellon

Mellon offers a comprehensive portfolio of products and services, including Index Management and Cash Management. 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.

Primary

Index management services are provided for passive investing.

Cash management strategies are offered for short duration.

People of Mellon
Headcount 10000+
Employee Profiles 21
Employee Profiles
People
Scott Ullum
Head of Distribution
People
Lori Najjar
Chief Compliance Officer
People
Nancy Rogers
Head of Fixed Income Index Portfolio Management
People
Marissa Murray
CMO

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Funding Insights of Mellon

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Mellon

Mellon has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Direct Advice, EACM Advisors and Walter Scott & Partners. 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.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Financial advice on banking, retirement, and insurance is provided.
1995
Private equity investments are managed across multiple sectors.
1985
Fund of funds firm
1976
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Mellon

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Mellon Comparisons

Employees
+
Add Comparison
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Competitors of Mellon

Mellon 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
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Mellon

Frequently Asked Questions about Mellon

Where is Mellon located?

Mellon is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

What does Mellon do?

Mellon Investments Corporation, a subsidiary of The Bank of New York Mellon Corporation, is focused on investment management services. The company operates through two divisions: Mellon, specializing in index management for passive investing, and Dreyfus, focusing on cash management and short duration strategies. Services are provided to institutional and individual investors in the financial sector. Customized solutions at scale, such as direct indexing, are also offered to meet client needs in volatile markets.

Who are the top competitors of Mellon?

Mellon's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Mellon offer?

Mellon offers Index Management and Cash Management.

How many acquisitions has Mellon made?

Mellon has made 3 acquisitions, including Direct Advice, EACM Advisors, and Walter Scott & Partners.

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