About Next Horizon Advisors
Next Horizon Advisors is a Financial Services company based in Princeton (United States) founded in 2014, and was acquired by Fortis Capital in April 2022. Diversified asset management services are provided across various portfolios. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Next Horizon Advisors was established in 2014 in Princeton, United States, within the financial services sector. Diversified asset management operations are conducted, encompassing portfolio strategies across multiple asset classes. Investment advisory and management services are extended to institutional and individual clients. The firms activities are centered in the United States, with a focus on risk-adjusted returns through balanced allocations. Headquarters remain in Princeton, supporting regional operations.
- Headquarters Princeton, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website nexthorizonadvisors.com
- Social LinkedIn
- Acquired by Fortis Capital (Apr 2022)
- Investors
- Acquired byFortis Capital
(Apr 2022)
Investors in Next Horizon Advisors
Next Horizon Advisors has secured backing from 1 investor. Prominent investors backing the company include Fortis Capital Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Offers tailored investment advice and financial guidance to individuals and businesses. | 2020 | fortiscapitaladvisors.com |
Investor details for Next Horizon Advisors
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Timeline of Next Horizon Advisors
2 dated milestones of Next Horizon Advisors across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Next Horizon Advisors is founded.
- Exit Acquired by Fortis Capital.
Competitors of Next Horizon Advisors
Next Horizon Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| 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. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Next Horizon Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as Next Horizon Advisors (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 Next Horizon Advisors
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Frequently Asked Questions about Next Horizon Advisors
Next Horizon Advisors was founded in 2014.
Next Horizon Advisors is headquartered in Princeton, United States. It is registered at Princeton, New Jersey, United States.
Next Horizon Advisors was established in 2014 in Princeton, United States, within the financial services sector. Diversified asset management operations are conducted, encompassing portfolio strategies across multiple asset classes. Investment advisory and management services are extended to institutional and individual clients. The firms activities are centered in the United States, with a focus on risk-adjusted returns through balanced allocations. Headquarters remain in Princeton, supporting regional operations.
Next Horizon Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Next Horizon Advisors has 1 investor. Key investors include Fortis Capital Advisors.
Yes. Next Horizon Advisors was acquired by Fortis Capital in April 2022.