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
Locked
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Website
Locked
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
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Investors
Guggenheim Partners
& 1 more
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Employee Count
Not available
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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
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 |
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Private equity firm investing in global financial services sectors.
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Locked | Locked | Locked | |
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Asset management and investment advisory services are provided to clients.
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Locked | Locked | Locked |
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.
Investment portfolio details for Millstein Co
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
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| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Tax consultancy services for municipal clients are provided by MuniServices.
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Locked | Locked | 1998 | Locked | |
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Provider of audit and tax return preparation services
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Locked | Locked | 1995 | Locked | |
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IT services suite solutions are provided globally by DLT Solutions.
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Locked | Locked | 1991 | Locked |
Complete acquisition details for Millstein Co
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Financial Statements - Millstein Co
Detailed financials for Millstein Co
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Millstein & Co Comparisons
Peer comparison for Millstein Co
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
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| Locked | Locked | Locked |
Wealth management, investment advisory, and financial services are provided.
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| Locked | Locked | Locked |
Wealth management solutions are delivered for asset managers.
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| Locked | Locked | Locked |
Northwestern Mutual is engaged in financial planning and insurance services.
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| Locked | Locked | Locked |
Mutual life insurance and asset management services are provided.
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Detailed competitors of Millstein Co
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Latest news on Millstein & Co
Complete news archive for 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, Investec and Guggenheim Partners.
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.