About North Square Invest
North Square Invest is a company based in Chicago (United States) founded in 2016 was acquired by Azimut in July 2025.. North Square Invest has completed 2 acquisitions, including C.S. McKee and Patterson Capital. North Square Invest offers products and services including Dynamic Small Cap Fund, Strategic Income Fund, and Tactical Growth Fund. North Square Invest operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Chicago, United States
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Investments & Acquisitions
C.S. McKee
& 1 more
-
Acquired by
Azimut
(Jul 22, 2025)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of North Square Invest
North Square Invest offers a comprehensive portfolio of products and services, including Dynamic Small Cap Fund, Strategic Income Fund, and Tactical Growth Fund. 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.
Focuses on capital appreciation through small cap investments.
Aims for current income and capital growth via multisector bonds.
Seeks long-term appreciation through tactical investment strategies.
Unlock access to complete
Funding Insights of North Square Invest
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in North Square Invest
North Square Invest has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Azimut Group. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Azimut Group is engaged in asset and wealth management services.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by North Square Invest
North Square Invest has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include C.S. McKee and Patterson Capital. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Diversified investment management services are provided to clients.
|
1931 | ||||
|
Diversified investment management is provided by Patterson Capital.
|
0 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
OVO is recognized as a smart digital payment application.
|
2017 | ||||
|
Bionic investment advisor platform
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - North Square Invest
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
North Square Invest Comparisons
Competitors of North Square Invest
North Square Invest 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 Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
|
|
| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
|
|
| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on North Square Invest
Frequently Asked Questions about North Square Invest
When was North Square Invest founded?
North Square Invest was founded in 2016.
Where is North Square Invest located?
North Square Invest is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
What does North Square Invest do?
North Square Invest was founded in 2016 and is headquartered in Chicago, United States. Operations focus on asset management within the financial sector. Services include investment portfolio oversight and advisory for institutional and individual clients. The firm is led by founding member and Vice President Brent Troy. Activities are conducted primarily in the U.S. market, with emphasis on diversified investment strategies.
Who are the top competitors of North Square Invest?
North Square Invest's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does North Square Invest offer?
North Square Invest offers Dynamic Small Cap Fund, Strategic Income Fund, and Tactical Growth Fund.
How many acquisitions has North Square Invest made?
North Square Invest has made 2 acquisitions, including C.S. McKee, and Patterson Capital.
Who are North Square Invest's investors?
North Square Invest has 1 investor. Key investors include Azimut Group.