About Okabena
Okabena is a company based in Minneapolis (United States) founded in 1967. It operates as a B2B. Okabena offers products and services including Family Office Services and Investment Services. Okabena operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, 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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- Legal Name Okabena Company
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Products & Services of Okabena
Okabena offers a comprehensive portfolio of products and services, including Family Office Services and Investment Services. 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.
Tailored planning and coordination for financial lives and third-party management.
Diversified portfolios focused on preserving wealth and growth opportunities.
Funding Insights of Okabena
| 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 Okabena
| 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 - Okabena
| 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 |
Okabena Comparisons
Competitors of Okabena
Okabena 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 S&P Global, 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 |
Global banking, investment, and wealth management services are offered worldwide.
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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 |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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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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Latest news on Okabena
Frequently Asked Questions about Okabena
When was Okabena founded?
Okabena was founded in 1967.
Where is Okabena located?
Okabena is headquartered in Minneapolis, United States. It is registered at Minneapolis, Minnesota, United States.
What does Okabena do?
Okabena is an independent multi-family office based in Minneapolis, MN, USA, specializing in helping families and tax-exempt institutions preserve wealth and build legacies. They deliver personalized services including estate planning, income tax management, wealth transfer, and investment solutions. By coordinating with external advisors, Okabena simplifies financial lives, allowing clients to focus on personal, professional, and philanthropic pursuits. Their approach emphasizes integrity, dedication, and respect in managing complex financial challenges.
Who are the top competitors of Okabena?
Okabena's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Okabena offer?
Okabena offers Family Office Services and Investment Services.