About NorthRock Partners
NorthRock Partners is a company based in Minneapolis (United States) founded in 2013 was acquired by Sammons Financial Group in October 2023.. NorthRock Partners has completed 1 acquisition, including Ameriprise Financial. NorthRock Partners offers products and services including Financial Advice, Investments, Tax Preparations, and Estate Planning. NorthRock Partners operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Minneapolis, United States
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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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Social
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Annual Revenue
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Net Profit
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Latest Funding Round
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Employee Count
Employee Count
- Investments & Acquisitions
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Acquired by
Sammons Financial Group
(Oct 25, 2023)
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Products & Services of NorthRock Partners
NorthRock Partners offers a comprehensive portfolio of products and services, including Financial Advice, Investments, Tax Preparations, and Estate Planning. 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 guidance on financial planning and investments.
Management of investment portfolios for high-net-worth clients.
Advice and preparation for tax-related financial matters.
Assistance with legal and estate planning needs.
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Funding Insights of NorthRock Partners
| 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 |
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Investors in NorthRock Partners
NorthRock Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sammons Financial 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 |
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Sammons Financial Group is engaged in providing financial services.
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by NorthRock Partners
NorthRock Partners has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Ameriprise Financial. 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 |
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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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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Financial advisory services are offered by Ameriprise Financial.
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OVO is recognized as a smart digital payment application.
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Bionic investment advisor platform
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - NorthRock Partners
| 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 |
Northrock Partners Comparisons
Competitors of NorthRock Partners
NorthRock Partners 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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On-demand services are booked through an app-based platform.
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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 Northrock Partners
Frequently Asked Questions about NorthRock Partners
When was NorthRock Partners founded?
NorthRock Partners was founded in 2013.
Where is NorthRock Partners located?
NorthRock Partners is headquartered in Minneapolis, United States. It is registered at Minneapolis, Minnesota, United States.
Who is the current CEO of NorthRock Partners?
Rob Nelson is the current CEO of NorthRock Partners.
What does NorthRock Partners do?
NorthRock Partners, based in Minneapolis, focuses on offering financial products and advice, managing assets, and managing wealth portfolios. Wealth management firm. The company prioritizes operational excellence, innovation, and customer-centric approaches for success. It continues to evolve, meeting industry challenges with strategic approaches.
Who are the top competitors of NorthRock Partners?
NorthRock Partners's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does NorthRock Partners offer?
NorthRock Partners offers Financial Advice, Investments, Tax Preparations, and Estate Planning.
How many acquisitions has NorthRock Partners made?
NorthRock Partners has made 1 acquisition, including Ameriprise Financial.
Who are NorthRock Partners's investors?
NorthRock Partners has 1 investor. Key investors include Sammons Financial Group.