About Millstein & Co
Millstein & Co is a Financial Services company based in New York (United States) founded in 2011, and was acquired by Guggenheim Partners in July 2018. Diversified asset management firm. Millstein & Co has completed 5 acquisitions, including Broussard & Associates, DLT Solutions and MPP. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters New York, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website millsteinandco.com
- Acquired by Guggenheim Partners (Jul 2018)
- InvestorsGuggenheim Partners
& 1 more
- Investments & AcquisitionsBroussard & Associates
& 4 more
- Acquired byGuggenheim Partners
(Jul 2018)
Funding Insights of Millstein & Co
- Total Rounds 2
- Investors Count 1
All 2 funding rounds of Millstein Co with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2017 | Series A | – | – | ||
| Jul 2015 | Seed | – | – |
2 investors in total: 2 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in global financial services sectors. | stonepoint.com | |||
Asset management and investment advisory services are provided to clients. | 1999 | guggenheimpartners.com | New York, United States |
Investor details for Millstein Co
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Tax consultancy services for municipal clients are provided by MuniServices. | muniservices.com | Fresno, United States | 1998 | Jan 2017 | •••• | |
Provider of audit and tax return preparation services | broussardpa.com | Houston, United States | 1995 | Jan 2017 | •••• | |
Finance and accounting services are provided to clients. | revds.com | Birmingham, United States | 1980 | Jan 2017 | •••• | |
Asphalt plants and waste tyre recycling equipment are manufactured. | mppinnovation.com | Noblesville, United States | 1948 | May 2016 | •••• | |
IT services suite solutions are provided globally by DLT Solutions. | dlt.com | Herndon, United States | 1991 | Feb 2015 | •••• |
Complete acquisition details for Millstein Co
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- Deal sources
- Complete history
- Exports
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Timeline of Millstein & Co
9 dated milestones of Millstein & Co across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Millstein & Co is founded.
- Acquisition Acquires DLT Solutions.
- Funding First funding round.
- Acquisition Acquires MPP.
- Funding Latest funding round, Series A,.
- Acquisition Acquires Broussard & Associates.
- Acquisition Acquires MuniServices.
- Acquisition Acquires Revenue Discovery Systems.
- Exit Acquired by Guggenheim Partners.
Competitors of Millstein & Co
Millstein & Co has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Millstein Co
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Web traffic of Millstein & Co
Websites that share an audience with Millstein & Co (millsteinandco.com).
Websites whose visitors overlap most with Millstein & Co. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| seekingalpha.com | 100% | 20.7M | #2,518 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Millstein & Co (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Millstein & Co
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Frequently Asked Questions about Millstein & Co
Millstein & Co was founded in 2011 and raised its 1st funding round 4 years after it was founded.
Millstein & Co is headquartered in New York, United States. It is registered at New York, New York, United States.
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.
Millstein & Co's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Millstein & Co has made 5 acquisitions, including Broussard & Associates, DLT Solutions, and MPP.
Millstein & Co has 2 investors. Key investors include Guggenheim Partners, and Stone Point Capital.
Yes. Millstein & Co was acquired by Guggenheim Partners in July 2018.