Moors & Cabot

Boston, United States Founded: 1890 • Age: 136 yrs Acquired By y Eighteen Ninety Partners
Diversified investment management services are provided to clients.
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About Moors & Cabot

Moors & Cabot is a company based in Boston (United States) founded in 1890 was acquired by y Eighteen Ninety Partners in November 2022.. The company has 132 employees as of December 31, 2022. Moors & Cabot offers products and services including Financial Planning, Investments, Managed Programs, and Insurance & Annuities. Moors & Cabot operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.

  • Headquarter Boston, United States
  • Employees 132 as on 31 Dec, 2022
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Moors & Cabot, Inc.
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Products & Services of Moors & Cabot

Moors & Cabot offers a comprehensive portfolio of products and services, including Financial Planning, Investments, Managed Programs, and Insurance & Annuities. 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.

Primary

Guides clients through financial life decisions and strategies.

Offers a range of products for wealth growth and protection.

Provides model-driven approaches for intelligent investment management.

Delivers protection and income solutions for life events.

People of Moors & Cabot
Headcount 50-200
Employee Profiles 29
Employee Profiles
People
Thomas Hand
Vice President, Investments
People
Ryan Tunison
Registered Client Associate
People
Peter Medgyesy
Director Of Training & Transitions
People
Jonathan Engert
Director Of Insurance

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Funding Insights of Moors & Cabot

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Moors & Cabot

Moors & Cabot has secured backing from 1 investor. Prominent investors backing the company include y Eighteen Ninety Partners. 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.

All
Investor Description Founded Year Domain Location
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Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Moors & Cabot

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Moors Cabot

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Moors & Cabot Comparisons

Employees
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Competitors of Moors & Cabot

Moors & Cabot 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, Guggenheim Partners and S&P Global, 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
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Moors & Cabot

Frequently Asked Questions about Moors & Cabot

When was Moors & Cabot founded?

Moors & Cabot was founded in 1890.

Where is Moors & Cabot located?

Moors & Cabot is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

Who is the current CEO of Moors & Cabot?

Daniel Joyce is the current CEO of Moors & Cabot.

How many employees does Moors & Cabot have?

As of Dec 31, 2022, the latest employee count at Moors & Cabot is 132.

What does Moors & Cabot do?

Founded in 1890 and headquartered in Boston, United States, Moors Cabot operates as a diversified investment management firm. A range of financial services, including portfolio management and advisory, is offered to individual and institutional investors. Operations focus on asset allocation and risk management within the financial sector, with oversight led by CEO Daniel Joyce. The firm maintains a presence in the U.S. market, emphasizing long-term investment strategies.

Who are the top competitors of Moors & Cabot?

Moors & Cabot's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Moors & Cabot offer?

Moors & Cabot offers Financial Planning, Investments, Managed Programs, and Insurance & Annuities.

Who are Moors & Cabot's investors?

Moors & Cabot has 1 investor. Key investors include y Eighteen Ninety Partners.

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