About Moonstone Asset Management
Moonstone Asset Management is a company based in Northbrook (United States) founded in 2008 by Karen Natkin. It operates as a B2C. Moonstone Asset Management offers products and services including Investment Management, Financial Planning, and Retirement Planning. Moonstone Asset Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and JPMorgan Chase, among others.
- Headquarter Northbrook, United States
- Founders Karen Natkin
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Moonstone Asset Management, Inc.
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Annual Revenue
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Products & Services of Moonstone Asset Management
Moonstone Asset Management offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, and Retirement Planning. 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.
Custom portfolios tailored to clients' lifestyles and goals
Holistic planning based on cash flow needs and values
Ongoing evaluation for real-time retirement needs
Funding Insights of Moonstone Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Investments & Acquisitions by Moonstone Asset Management
| 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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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Moonstone Asset Management
| 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 |
Moonstone Asset Management Comparisons
Competitors of Moonstone Asset Management
Moonstone Asset Management 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, Morgan Stanley, Investec, FNZ and JPMorgan Chase, 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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| 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 |
Wealth management, investment advisory, and financial services are provided.
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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 solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Financial services are provided to consumers and corporations worldwide.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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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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Frequently Asked Questions about Moonstone Asset Management
When was Moonstone Asset Management founded?
Moonstone Asset Management was founded in 2008.
Where is Moonstone Asset Management located?
Moonstone Asset Management is headquartered in Northbrook, United States. It is registered at Northbrook, Illinois, United States.
What does Moonstone Asset Management do?
Moonstone Asset Management is an independent firm that delivers custom investment portfolios and holistic financial planning. They use a hands-on, fee-only approach to help clients preserve and grow wealth, focusing on life stage transitions. Based in Northbrook, Illinois, they serve individuals on Chicagos North Shore and beyond, addressing cash flow, behaviors, and future goals.
Who are the top competitors of Moonstone Asset Management?
Moonstone Asset Management's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Moonstone Asset Management offer?
Moonstone Asset Management offers Investment Management, Financial Planning, and Retirement Planning.
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