About Olympic Investment
Olympic Investment is a company based in Edmonds (United States) founded in 2013. It operates as a B2C. Olympic Investment offers products and services including Wealth Building Services, Retirement Planning, and Estate Planning. Olympic Investment operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Edmonds, United States
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Sectors
Financial Services
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Social
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Annual Revenue
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Products & Services of Olympic Investment
Olympic Investment offers a comprehensive portfolio of products and services, including Wealth Building Services, Retirement Planning, 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.
Services for managing cash flow, debt, and portfolio investments.
Strategies for income distribution and risk management in retirement.
Planning for legacy, charitable giving, and succession needs.
Funding Insights of Olympic Investment
| 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 |
Investments & Acquisitions by Olympic Investment
| 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 - Olympic Investment
| 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 |
Olympic Investment Comparisons
Competitors of Olympic Investment
Olympic Investment 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 |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Olympic Investment
Frequently Asked Questions about Olympic Investment
When was Olympic Investment founded?
Olympic Investment was founded in 2013.
Where is Olympic Investment located?
Olympic Investment is headquartered in Edmonds, United States. It is registered at Edmonds, Washington, United States.
What does Olympic Investment do?
Olympic Investment Group is an independent financial advisory firm based in Edmonds, Washington, USA, specializing in customized wealth management. They offer services like portfolio management, tax planning, retirement income strategies, and estate planning. The firm serves clients including young professionals, families, retirees, and the independently wealthy through a relational approach, focusing on individual needs and independent advice to manage investments and financial goals effectively.
Who are the top competitors of Olympic Investment?
Olympic Investment's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Olympic Investment offer?
Olympic Investment offers Wealth Building Services, Retirement Planning, and Estate Planning.