About ODCM
ODCM is a company based in Arlington (United States) founded in 1989 was acquired by Atlantic Union Bank in April 2016.. ODCM offers products and services including Wealth Planning, Asset Management, Retirement Planning, Estate Planning, and Tax Planning. ODCM operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Arlington, 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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- Legal Name Cary Street Partners Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Atlantic Union Bank
(Apr 05, 2016)
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Products & Services of ODCM
ODCM offers a comprehensive portfolio of products and services, including Wealth Planning, Asset Management, Retirement Planning, Estate Planning, and Tax 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.
Offers personalized planning for wealth accumulation and protection.
Manages portfolios to optimize growth and risk for clients.
Provides strategies for secure retirement income and savings.
Assists in estate organization and tax-efficient transfers.
Delivers advice on minimizing tax liabilities through strategies.
Funding Insights of ODCM
| 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 |
Investors in ODCM
ODCM has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Atlantic Union Bank. 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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Commercial banking services are provided throughout the United States.
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Founded Year | Domain | Location |
| Investor | Description | 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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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by ODCM
| 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 - ODCM
| 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 |
Odcm Comparisons
Competitors of ODCM
ODCM 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Financial services are provided to consumers and corporations worldwide.
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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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Frequently Asked Questions about ODCM
When was ODCM founded?
ODCM was founded in 1989.
Where is ODCM located?
ODCM is headquartered in Arlington, United States. It is registered at Arlington, Virginia, United States.
What does ODCM do?
ODCM was founded in 1989 and is headquartered in Arlington, United States. Operations focus on the financial services sector, where investment management and financial planning are delivered. Advisory support is extended to individuals and institutions through tailored strategies. The firm is led by Managing Director J Dawn Heneberry, with activities centered on asset allocation and retirement planning in a domestic market.
Who are the top competitors of ODCM?
ODCM's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does ODCM offer?
ODCM offers Wealth Planning, Asset Management, Retirement Planning, Estate Planning, and Tax Planning.
Who are ODCM's investors?
ODCM has 1 investor. Key investors include Atlantic Union Bank.