About Peak Capital Management
Peak Capital Management is a company based in Greenwood Village (United States) founded in 2007 was acquired by SKK in March 2020.. Peak Capital Management offers products and services including DRH Income Strategy, DRH Balanced Income Strategy, and Advisor Portal. Peak Capital Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Greenwood Village, United States
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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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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
SKK
(Mar 31, 2020)
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Products & Services of Peak Capital Management
Peak Capital Management offers a comprehensive portfolio of products and services, including DRH Income Strategy, DRH Balanced Income Strategy, and Advisor Portal. 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.
Income-focused portfolio strategy for financial professionals
Balanced investment approach for growth and income
Platform for accessing reports and marketing materials
Funding Insights of Peak Capital 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 |
Investors in Peak Capital Management
Peak Capital Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Shepherd Kaplan Krochuk. 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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Shepherd Kaplan Krochuk is engaged in wealth and asset management.
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Founded Year | Domain | Location |
| Investor | Description | 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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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Peak Capital 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 - Peak Capital Management
| 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 |
Peak Capital Management Comparisons
Competitors of Peak Capital Management
Peak Capital 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 Fidelity Investments, Investec, Morgan Stanley, 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 |
|---|---|---|---|---|
| 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 |
Global banking, investment, and wealth management services are offered worldwide.
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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 |
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 |
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| 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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Frequently Asked Questions about Peak Capital Management
When was Peak Capital Management founded?
Peak Capital Management was founded in 2007.
Where is Peak Capital Management located?
Peak Capital Management is headquartered in Greenwood Village, United States. It is registered at Greenwood Village, Colorado, United States.
What does Peak Capital Management do?
Peak Capital Management was established in 2007 and is based in Greenwood Village, United States. Operations focus on the financial services sector, where portfolio management and investment advisory services are delivered to clients. These services encompass asset allocation, risk assessment, and strategic investment guidance. The firm operates primarily within the domestic market, supporting individual and institutional investors through tailored advisory approaches.
Who are the top competitors of Peak Capital Management?
Peak Capital Management's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Peak Capital Management offer?
Peak Capital Management offers DRH Income Strategy, DRH Balanced Income Strategy, and Advisor Portal.
Who are Peak Capital Management's investors?
Peak Capital Management has 1 investor. Key investors include Shepherd Kaplan Krochuk.