About Moors & Cabot
Moors & Cabot is a Financial Services company based in Boston (United States) founded in 1890, and was acquired by y Eighteen Ninety Partners in November 2022. Diversified investment management services are provided to clients. The company has 132 employees. Its chief executive, as recorded, is Daniel Joyce. Moors & Cabot offers products and services including Financial Planning, Investments, Managed Programs, and Insurance & Annuities. Its focus areas include Asset Management and Diversified. Its legal entity is MOORS & CABOT, INC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Boston, United States
- Employees 132
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website moorscabot.com
- Social LinkedIn X Facebook
- Acquired by y Eighteen Ninety Partners (Nov 2022)
- Legal Name Moors & Cabot, Inc.
- Investors
- Employee Count132
- Acquired byy Eighteen Ninety Partners
(Nov 2022)
Products & Services of Moors & Cabot
Moors & Cabot offers a comprehensive portfolio of products and services, including Financial Planning, Investments, Managed Programs, and Insurance & Annuities.
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.
Investors in Moors & Cabot
Moors & Cabot has secured backing from 1 investor. Prominent investors backing the company include y Eighteen Ninety Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| 1890partners.com |
Investor details for Moors Cabot
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People of Moors & Cabot
29 people are tracked at Moors & Cabot (24 in leadership, 5 in team); the tracked headcount is 132.
| Name | Role | Group |
|---|---|---|
Daniel Joyce | CEO | Leadership |
Thomas Hand | Vice President, Investments | Leadership |
Peter Medgyesy | Director Of Training & Transitions | Leadership |
Jonathan Engert | Director Of Insurance | Leadership |
Siobhan Nally | Director Of Human Resources | Leadership |
Katherine Kelliher | Vice President | Leadership |
Jason Facey | Chief Information Security Officer | Leadership |
Michael Braun | Board Of Directors, Chief Operating Officer | Leadership |
Paul Giacalone | Vice President, Investments | Leadership |
David Dettloff | Sr. Vice President-investments/branch Manager | Leadership |
Mark Magnusen | Vice President, Investments | Leadership |
Brice McMahon | Vice President, Investments | Leadership |
Jamie Frazier | Chief Growth Officer | Leadership |
Stanley Czyzyk | Executive Vice President, Strategic Initiatives | Leadership |
Tim Garrettson | Vice President | Leadership |
Akhil Iyengar | Financial Advisor | Vice President, Investments | Leadership |
Joseph Denicola | Managing Director & Portfolio Manager | Leadership |
Courtney Bridge | Senior Vice President, Investments | Leadership |
Dan Krueger | Vice-president, Investments | Leadership |
John Essigman | Vice President, Investments | Leadership |
9 more people are available in the full profile.
Complete people profiles for Moors & Cabot
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Timeline of Moors & Cabot
2 dated milestones of Moors & Cabot across 132 years, from founding to its latest funding, stage changes and deals.
- Founded Moors & Cabot is founded.
- Exit Acquired by y Eighteen Ninety Partners.
Competitors of Moors & Cabot
Moors & Cabot has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| 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. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Moors Cabot
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Web traffic of Moors & Cabot
The website of Moors & Cabot (moorscabot.com) receives about 3.6K visits a month.
- Monthly visits3.6K
▼ 25.7% vs previous month
Websites whose visitors overlap most with Moors & Cabot. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| cabreracapital.com | 68% | 4K | #4,223,556 | View details | |
| globalsec.com | 62% | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Moors & Cabot (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 Moors & Cabot
Complete news archive for Moors Cabot
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Frequently Asked Questions about Moors & Cabot
Moors & Cabot was founded in 1890.
Moors & Cabot is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Daniel Joyce is the CEO of Moors & Cabot, as recorded in our data.
Moors & Cabot has 132 employees.
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.
Moors & Cabot's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Moors & Cabot offers Financial Planning, Investments, Managed Programs, and Insurance & Annuities.
Moors & Cabot has 1 investor. Key investors include y Eighteen Ninety Partners.
Moors & Cabot operates through Moors & Cabot, Inc..
Yes. Moors & Cabot was acquired by y Eighteen Ninety Partners in November 2022.