About Millstein & Co
Millstein & Co is a company based in New York (United States) founded in 2011 was acquired by Guggenheim Partners in July 2018.. Millstein & Co has completed 5 acquisitions, including Broussard & Associates, DLT Solutions and MPP. Millstein & Co operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter New York, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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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
Guggenheim Partners
& 1 more
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Employee Count
Employee Count
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Investments & Acquisitions
Broussard & Associates
& 4 more
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Acquired by
Guggenheim Partners
(Jul 11, 2018)
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Funding Insights of Millstein & Co
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2017 | Amount | Series A - Millstein & Co | Valuation |
investors |
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| Jul, 2015 | Amount | Seed - Millstein & Co | Valuation |
investors |
| 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 |
Investors in Millstein & Co
Millstein & Co has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Guggenheim Partners and Stone Point Capital. 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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Private equity firm investing in global financial services sectors.
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Founded Year | Domain | Location | |
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Asset management and investment advisory services are provided to clients.
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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 Millstein & Co
Millstein & Co has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Broussard & Associates, DLT Solutions and MPP. 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
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
|
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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Tax consultancy services for municipal clients are provided by MuniServices.
|
1998 | ||||
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Provider of audit and tax return preparation services
|
1995 | ||||
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IT services suite solutions are provided globally by DLT Solutions.
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1991 |
| 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 - Millstein Co
| 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 |
Millstein & Co Comparisons
Competitors of Millstein & Co
Millstein & Co 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 |
|---|---|---|---|---|
| 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 |
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 |
|---|---|---|---|---|
| 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 Millstein & Co
Frequently Asked Questions about Millstein & Co
When was Millstein & Co founded?
Millstein & Co was founded in 2011 and raised its 1st funding round 4 years after it was founded.
Where is Millstein & Co located?
Millstein & Co is headquartered in New York, United States. It is registered at New York, New York, United States.
What does Millstein & Co do?
Millstein Co, established in 2011 and currently in Acquired stage, focuses on offering financial products and advice, managing assets, and diversified. Diversified asset management firm. Adapting to market demands with innovation and client-focused strategies. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of Millstein & Co?
Millstein & Co's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
How many acquisitions has Millstein & Co made?
Millstein & Co has made 5 acquisitions, including Broussard & Associates, DLT Solutions, and MPP.
Who are Millstein & Co's investors?
Millstein & Co has 2 investors. Key investors include Guggenheim Partners, and Stone Point Capital.
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