About P10 Holdings
P10 Holdings was a Financial Services company based in Dallas (United States) founded in 2016 by Clark Webb. It operates as a manages diversified investment funds and portfolios as a professional firm. It operates on a B2B model. P10 Holdings has raised $4.65 million across 2 funding rounds. P10 Holdings has completed 1 acquisition, including Five Points Capital. Its chief executive is Clark Webb. The company is recorded as dissolved. Its focus areas include Finance, Investment Management, Asset Management and Portfolio Handling. Its legal entity is P10 Industries, Inc. Its competitors include Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual and 5 more; 4 of its 10 listed competitors have raised funding.
Company details
P10 Holdings, founded in 2016 in Dallas, United States, focuses on finance, investment management, managing assets, and portfolio handling. Manages diversified investment funds and portfolios as a professional firm. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
- Headquarters Dallas, United States
- Founders Clark Webb
- SectorsFinancial Services
- Website ww12.p10industries.com/?usid=20&utid=15438047374
- Legal Name P10 Industries, Inc.
- Total Equity Funding$4.65M (USD)
in 2 rounds
- Investments & Acquisitions
Funding Insights of P10 Holdings
P10 Holdings has successfully raised a total of $4.65M across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $4.65M
- Total Rounds 2
- First Round $4.65M
(May 2017)
All 2 funding rounds of P10 Holdings with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2017 | $4.65M | Series A | – | – | – |
| May 2017 | – | Debt – Conventional | – | – | – |
People of P10 Holdings
1 people are tracked at P10 Holdings (1 in leadership).
| Name | Role | Group |
|---|---|---|
Clark Webb | Co-Founder, Co-CEO | Leadership |
Complete people profiles for P10 Holdings
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by P10 Holdings
P10 Holdings has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Five Points Capital.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
U.S. lower middle market investments are managed by the firm. | fivepointscapital.com | Winston-salem, United States | 1997 | Jan 2020 | •••• |
Complete acquisition details for P10 Holdings
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of P10 Holdings
3 dated milestones of P10 Holdings across 4 years, from founding to its latest funding, stage changes and deals.
- Founded P10 Holdings is founded.
- Funding First funding round of $4.7M.
- Acquisition Acquires Five Points Capital.
Competitors of P10 Holdings
P10 Holdings has 10 listed competitors in our database, 4 of them funded. They include Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors |
Detailed competitors of P10 Holdings
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
10 companies that operate in the same segment as P10 Holdings (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about P10 Holdings
P10 Holdings was founded in 2016 and raised its 1st funding round 1 year after it was founded.
P10 Holdings is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Clark Webb is the current CEO of P10 Holdings. They have also founded this company.
P10 Holdings is a funded company, having raised a total of $4.65M across 2 funding rounds to date. The company's 1st funding round was a Series A of $4.65M, raised on May 2017.
P10 Holdings, founded in 2016 in Dallas, United States, focuses on finance, investment management, managing assets, and portfolio handling. Manages diversified investment funds and portfolios as a professional firm. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
P10 Holdings's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
P10 Holdings has made 1 acquisition, including Five Points Capital.
P10 Holdings operates through P10 Industries, Inc..