About Old North State Wealth Management
Old North State Wealth Management is a company based in Wilmington (United States) founded in 2008. It operates as a B2C, and Fee-Based Advisory. Old North State Wealth Management offers products and services including Wealth Preservation, Investment Management, Tax Planning, Personal Financial Planning, and Retirement Planning. Old North State Wealth Management operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
- Headquarter Wilmington, United States
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Sectors
Financial ServicesBusiness Services
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Email
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Phone
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Website
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- Legal Name Old North State Wealth Management
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Annual Revenue
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Products & Services of Old North State Wealth Management
Old North State Wealth Management offers a comprehensive portfolio of products and services, including Wealth Preservation, Investment Management, Tax Planning, Personal Financial Planning, and Retirement 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.
Protects and grows clients' wealth through customized strategies.
Manages investments to balance risk and achieve long-term results.
Minimizes taxes and incorporates client charitable and family needs.
Develops comprehensive plans for risk management and wealth growth.
Designs strategies based on individual goals and income levels.
Funding Insights of Old North State Wealth Management
| 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 Old North State Wealth Management
| 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 - Old North State Wealth Management
| 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 |
Old North State Wealth Management Comparisons
Competitors of Old North State Wealth Management
Old North State Wealth Management 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 The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, 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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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial planning and advisory platform
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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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 Old North State Wealth Management
Frequently Asked Questions about Old North State Wealth Management
When was Old North State Wealth Management founded?
Old North State Wealth Management was founded in 2008.
Where is Old North State Wealth Management located?
Old North State Wealth Management is headquartered in Wilmington, United States. It is registered at Wilmington, Delaware, United States.
What does Old North State Wealth Management do?
Old North State Wealth Management is a registered investment advisor based in Wilmington, NC, focusing on personalized financial services. They blend active management with buy-and-hold strategies to reduce volatility and preserve wealth. Services include investment management, tax planning, and retirement planning for individual clients, emphasizing fiduciary duty, transparency, and customized solutions to meet specific needs and objectives.
Who are the top competitors of Old North State Wealth Management?
Old North State Wealth Management's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does Old North State Wealth Management offer?
Old North State Wealth Management offers Wealth Preservation, Investment Management, Tax Planning, Personal Financial Planning, and Retirement Planning.