P7 Partners

United States Founded: 2016 • Age: 10 yrs Acquired By Gupy
Consulting, advisory, and investment services are provided to clients.

About P7 Partners

P7 Partners is a Financial Services company based in United States founded in 2016, and was acquired by Gupy in August 2022. Consulting, advisory, and investment services are provided to clients. P7 Partners offers products and services including Consulting Services, Investment Services, and Advisory Services. Its focus areas include Asset Management, Financial Advisors and Services for Investment Industry. Its legal entity is P7 Partners LLC. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.

Company details

P7 Partners was established in 2016 and is based in the United States. Services in consulting, advisory, and investment areas are offered within the financial sector. Operations involve supporting businesses through strategic guidance and capital allocation. The firm maintains a focus on professional advisory roles across various industries, with activities centered in the U.S. market. Domain p7partners.com is utilized for online presence.

  • Headquarters United States
  • Stage Acquired
  • Sectors
    Financial Services
  • Website p7partners.com
  • Acquired by Gupy (Aug 2022)
  • Legal Name P7 Partners Llc
Key Metrics

Products & Services of P7 Partners

P7 Partners offers a comprehensive portfolio of products and services, including Consulting Services, Investment Services, and Advisory Services.

Consulting Services
Professional Services

Provides expert advice on business strategies and operations.

Investment Services
Financial Services

Offers guidance on investments and financial planning options.

Advisory Services
Consulting

Delivers strategic support for organizational decision-making.

Investors in P7 Partners

P7 Partners has secured backing from 1 investor. Prominent investors backing the company include Gupy.

All
InvestorDescriptionFounded YearDomainLocation
Cloud-based HR management solutions are offered for recruitment and training.
2015gupy.ioSao Paulo, Brazil
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Investor details for P7 Partners

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Timeline of P7 Partners

2 dated milestones of P7 Partners across 6 years, from founding to its latest funding, stage changes and deals.

  1. Founded P7 Partners is founded.
  2. Exit Acquired by Gupy.

Competitors of P7 Partners

P7 Partners has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
massmutual.com1851Springfield, United States10,466
Mutual life insurance company
amfam.com1927Madison, United States13,713
Personal and business insurance products are provided nationwide.
point.com2015Palo Alto, United States$245.65M144
Fractional home equity is sold online for interest-free loans.
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Detailed competitors of P7 Partners

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Top companies in Asset Management

3 companies that operate in the same segment as P7 Partners (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about P7 Partners

Faros seals purchase of insurance platform
Fusoesaquisicoes β€’ 4 years ago
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Frequently Asked Questions about P7 Partners

P7 Partners was founded in 2016.

P7 Partners is headquartered in United States.

P7 Partners was established in 2016 and is based in the United States. Services in consulting, advisory, and investment areas are offered within the financial sector. Operations involve supporting businesses through strategic guidance and capital allocation. The firm maintains a focus on professional advisory roles across various industries, with activities centered in the U.S. market. Domain p7partners.com is utilized for online presence.

P7 Partners's top competitors include MassMutual, Point Digital Finance and American Family Insurance.

P7 Partners offers Consulting Services, Investment Services, and Advisory Services.

P7 Partners has 1 investor. Key investors include Gupy.

P7 Partners operates through P7 Partners Llc.

Yes. P7 Partners was acquired by Gupy in August 2022.

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