About Monticello Consulting Group
Monticello Consulting Group is a company based in Richmond (United States) founded in 2004 by Will Morgan was acquired by BIP in March 2022.. Monticello Consulting Group offers products and services including Digital Transformation, Change Management, Financial Services Advisory, and Cyber Services. Monticello Consulting Group operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Richmond, United States
- Founders Will Morgan
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Sectors
Financial Services
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Phone
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Website
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Social
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Products & Services of Monticello Consulting Group
Monticello Consulting Group offers a comprehensive portfolio of products and services, including Digital Transformation, Change Management, Financial Services Advisory, and Cyber 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.
Advisory for implementing digital strategies in organizations
Guidance on organizational and operational changes
Expert advice for financial institutions and markets
Solutions for cybersecurity and risk management
Funding Insights of Monticello Consulting Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Monticello Consulting Group
Monticello Consulting Group has secured backing from 1 investor. Prominent investors backing the company include BIP. 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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Business strategy, operations, and technology consulting services are provided.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Monticello Consulting Group
| 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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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Monticello Consulting Group
| 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 |
Monticello Consulting Group Comparisons
Competitors of Monticello Consulting Group
Monticello Consulting Group 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Monticello Consulting Group
Frequently Asked Questions about Monticello Consulting Group
When was Monticello Consulting Group founded?
Monticello Consulting Group was founded in 2004.
Where is Monticello Consulting Group located?
Monticello Consulting Group is headquartered in Richmond, United States. It is registered at Richmond, Virginia, United States.
What does Monticello Consulting Group do?
Monticello Consulting Group was established in 2004 by founder Will Morgan in Richmond, United States. Operations are centered on financial advisory and management services within the consulting sector. Expertise is applied to support clients in financial planning, strategic advisory, and operational management. The firm maintains a focus on domestic markets, delivering tailored solutions for business efficiency and compliance.
Who are the top competitors of Monticello Consulting Group?
Monticello Consulting Group's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Monticello Consulting Group offer?
Monticello Consulting Group offers Digital Transformation, Change Management, Financial Services Advisory, and Cyber Services.
Who are Monticello Consulting Group's investors?
Monticello Consulting Group has 1 investor. Key investors include BIP.