About Navian Capital
Navian Capital is a company based in Cincinnati (United States) founded in 2005 by Timothy Bonacci.. Navian Capital has raised $882 thousand across 3 funding rounds. The company has 79 employees as of December 31, 2021. Navian Capital offers products and services including Market-Linked CDs, Market-Linked Notes, Power CD Program, and Other Investment Solutions. Navian Capital operates in a competitive market with competitors including Kurtosys, HNW, AirFund, Mushroom Wealth and Vesel Interactive, among others.
- Headquarter Cincinnati, United States
- Employees 79 as on 31 Dec, 2021
- Founders Timothy Bonacci
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Sectors
Technology
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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 Navian Capital Securities, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$882 K (USD)
in 3 rounds
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Latest Funding Round
$1.7 M (USD), Debt – Conventional
Jan 13, 2020
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Investors
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Employee Count
79
as on Dec 31, 2021
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Products & Services of Navian Capital
Navian Capital offers a comprehensive portfolio of products and services, including Market-Linked CDs, Market-Linked Notes, Power CD Program, and Other Investment Solutions. 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.
FDIC-insured certificates providing market-linked returns for investors.
Flexible notes offering innovative investment options with potential returns.
FDIC-insured deposit program for banks with credited returns.
Specialized products for fixed income and custom structured investments.
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Funding Insights of Navian Capital
Navian Capital has successfully raised a total of $882K across 3 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $1.7 million completed in January 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Debt – Conventional — $1.7M
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First Round
First Round
(11 Mar 2013)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2020 | Amount | Debt – Conventional - Navian Capital | Valuation |
investors |
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| Mar, 2013 | Amount | Seed - Navian Capital | Valuation |
investors |
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| Mar, 2013 | Amount | Debt – Conventional - Navian Capital | Valuation |
investors |
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| 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 Navian 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 - Navian 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 |
Navian Capital Comparisons
Competitors of Navian Capital
Navian 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 Kurtosys, HNW, AirFund, Mushroom Wealth and Vesel Interactive, 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 |
Cloud-based digital marketing solutions are offered for asset managers.
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| domain | founded_year | HQ Location |
Marketing and communications solutions are provided for financial services.
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| domain | founded_year | HQ Location |
SaaS-based platform providing fund distribution and marketing solutions to fund managers
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| domain | founded_year | HQ Location |
SaaS platform for marketing financial services to institutions is provided.
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| domain | founded_year | HQ Location |
Tools for options volume advertising are provided to traders.
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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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Latest news on Navian Capital
Frequently Asked Questions about Navian Capital
When was Navian Capital founded?
Navian Capital was founded in 2005 and raised its 1st funding round 8 years after it was founded.
Where is Navian Capital located?
Navian Capital is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
Who is the current CEO of Navian Capital?
Timothy Bonacci is the current CEO of Navian Capital. They have also founded this company.
Is Navian Capital a funded company?
Navian Capital is a funded company, having raised a total of $882K across 3 funding rounds to date. The company's 1st funding round was a Debt – Conventional of $100K, raised on Mar 11, 2013.
How many employees does Navian Capital have?
As of Dec 31, 2021, the latest employee count at Navian Capital is 79.
What does Navian Capital do?
Navian Capital provides marketing solutions for proprietary nationally-issued structured investments and annuities. It offers financial professionals access to a diverse range of investment opportunities including market-linked CDs, structured notes, proprietary structured investments, as well as fixed, indexed, and variable annuities. Its clients include banks, credit unions, independent broker-dealers, and RIAs.
Who are the top competitors of Navian Capital?
Navian Capital's top competitors include Kurtosys, onvista media and Mushroom Wealth.
What products or services does Navian Capital offer?
Navian Capital offers Market-Linked CDs, Market-Linked Notes, Power CD Program, and Other Investment Solutions.