About PagnatoKarp
PagnatoKarp is a company based in Reston (United States) founded in 2016 by Paul Pagnato and David Karp was acquired by Cresset Capital Management in June 2020.. PagnatoKarp offers products and services including Wealth Management, Family Office Services, Tax Strategies, Trust Services, and Exit Planning. PagnatoKarp operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Reston, United States
- Founders Paul Pagnato, David Karp
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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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Social
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- Legal Name Cresset Asset Management, Llc
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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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Employee Count
Employee Count
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Acquired by
Cresset Capital Management
(Jun 17, 2020)
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Products & Services of PagnatoKarp
PagnatoKarp offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, Tax Strategies, Trust Services, and Exit 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.
Provides investment and risk management for high-net-worth clients
Offers comprehensive support for wealth planning and legacy services
Delivers planning to optimize taxes for affluent individuals
Manages trusts and philanthropy for family wealth protection
Assists entrepreneurs with business exit and liquidity strategies
Funding Insights of PagnatoKarp
| 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 |
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Investors in PagnatoKarp
PagnatoKarp has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cresset Capital Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by PagnatoKarp
| 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 - PagnatoKarp
| 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 |
Pagnatokarp Comparisons
Competitors of PagnatoKarp
PagnatoKarp 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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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 Pagnatokarp
Frequently Asked Questions about PagnatoKarp
When was PagnatoKarp founded?
PagnatoKarp was founded in 2016.
Where is PagnatoKarp located?
PagnatoKarp is headquartered in Reston, United States. It is registered at Reston, Virginia, United States.
Who is the current CEO of PagnatoKarp?
Paul Pagnato is the current CEO of PagnatoKarp. They have also founded this company.
What does PagnatoKarp do?
PagnatoKarp was founded in 2016 as a wealth management firm based in Reston, United States. Operations focus on investment advisory, financial planning, and portfolio management for clients. Co-founders Paul Pagnato, serving as CEO, and David Karp oversee strategic direction. Services are tailored to individual needs within the financial services sector, with emphasis on long-term asset growth and risk assessment across domestic markets.
Who are the top competitors of PagnatoKarp?
PagnatoKarp's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does PagnatoKarp offer?
PagnatoKarp offers Wealth Management, Family Office Services, Tax Strategies, Trust Services, and Exit Planning.
Who are PagnatoKarp's investors?
PagnatoKarp has 1 investor. Key investors include Cresset Capital Management.