About New Vernon Wealth Management
New Vernon Wealth Management is a company based in Highland Park (United States) founded in 1972 by Nathan Shapiro. It operates as a B2B, and B2C. New Vernon Wealth Management offers products and services including Wealth Management Services, Large-Cap Income Strategy, and Value Appreciation Strategy. New Vernon Wealth Management operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Highland Park, United States
- Founders Nathan Shapiro
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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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- Legal Name New Vernon Wealth Management, Llc
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Annual Revenue
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Products & Services of New Vernon Wealth Management
New Vernon Wealth Management offers a comprehensive portfolio of products and services, including Wealth Management Services, Large-Cap Income Strategy, and Value Appreciation Strategy. 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.
Personalized advice to preserve and grow client wealth
Focuses on income from large-cap investments
Aims for long-term value growth in investments
Funding Insights of New Vernon Wealth 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 New Vernon Wealth 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 - New Vernon Wealth 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 |
New Vernon Wealth Management Comparisons
Competitors of New Vernon Wealth Management
New Vernon Wealth 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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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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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on New Vernon Wealth Management
Frequently Asked Questions about New Vernon Wealth Management
When was New Vernon Wealth Management founded?
New Vernon Wealth Management was founded in 1972.
Where is New Vernon Wealth Management located?
New Vernon Wealth Management is headquartered in Highland Park, United States. It is registered at Highland Park, Illinois, United States.
What does New Vernon Wealth Management do?
New Vernon Wealth Management is a fee-only SEC registered investment advisor founded in 1972, focusing on personalized advice to preserve and grow wealth for high net worth individuals and families. Based in Highland Park, Illinois, United States, it offers strategies like large-cap income and value appreciation. The firm builds long-term relationships through conflict-free services, serving both individuals and institutions with tailored financial solutions.
Who are the top competitors of New Vernon Wealth Management?
New Vernon Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does New Vernon Wealth Management offer?
New Vernon Wealth Management offers Wealth Management Services, Large-Cap Income Strategy, and Value Appreciation Strategy.
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