About Morton Capital
Morton Capital is a company based in Calabasas (United States) founded in 1983. It operates as a D2C, and B2B. Morton Capital offers products and services including Wealth Management Services, Alternative Investment Platforms, and Educational Resources. Morton Capital operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Calabasas, United States
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Sectors
Financial Services
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Website
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Social
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Annual Revenue
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Products & Services of Morton Capital
Morton Capital offers a comprehensive portfolio of products and services, including Wealth Management Services, Alternative Investment Platforms, and Educational Resources. 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.
Offers personalized investment advice and tools for wealth building.
Provides access to diverse investment options for clients.
Delivers podcasts and webinars on investing and market trends.
Funding Insights of Morton Capital
| 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 |
Investments & Acquisitions by Morton Capital
| 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 - Morton Capital
| 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 |
Morton Capital Comparisons
Competitors of Morton Capital
Morton Capital 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, 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 |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Provider of banking related services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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 Morton Capital
When was Morton Capital founded?
Morton Capital was founded in 1983.
Where is Morton Capital located?
Morton Capital is headquartered in Calabasas, United States. It is registered at Calabasas, California, United States.
What does Morton Capital do?
Morton Wealth specializes in wealth management, offering alternative investment platforms and financial tools through their website and events. They serve individuals, families, and business owners with personalized advising and educational resources like podcasts and webinars. Based in Calabasas, California, they focus on building client wealth through fiduciary services and market insights, emphasizing core values of trust and expertise.
Who are the top competitors of Morton Capital?
Morton Capital's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Morton Capital offer?
Morton Capital offers Wealth Management Services, Alternative Investment Platforms, and Educational Resources.