About Piedmont Investment
Piedmont Investment is a company based in Durham (United States) founded in 2000 by Isaac Green.. Piedmont Investment has completed 1 acquisition, including NCM Capital Management. Piedmont Investment operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Durham, United States
- Founders Isaac Green
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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 Piedmont Investment Advisors, Inc.
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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
- Investments & Acquisitions
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Funding Insights of Piedmont Investment
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Apr, 2011 | Amount | Private Equity Round - Piedmont Investment | Valuation |
investors |
| 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 Piedmont Investment
Piedmont Investment has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Rosemont Investment Group. 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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Permanent capital is invested by Rosemont in asset management firms.
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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 Piedmont Investment
Piedmont Investment has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include NCM Capital Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provider of financial advisory services
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2009 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Piedmont Investment
| 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 |
Piedmont Investment Comparisons
Competitors of Piedmont Investment
Piedmont 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, 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 |
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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 |
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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Latest news on Piedmont Investment
Frequently Asked Questions about Piedmont Investment
When was Piedmont Investment founded?
Piedmont Investment was founded in 2000 and raised its 1st funding round 11 years after it was founded.
Where is Piedmont Investment located?
Piedmont Investment is headquartered in Durham, United States. It is registered at Durham, North Carolina, United States.
Who is the current CEO of Piedmont Investment?
Isaac Green is the current CEO of Piedmont Investment. They have also founded this company.
What does Piedmont Investment do?
Piedmont Investment Advisors was established in 2000 as an investment management firm based in Durham, United States. Advisory and portfolio management services are delivered to institutional and individual clients. Operations center on asset allocation, risk assessment, and long-term investment strategies within the financial sector. Leadership is provided by founder and CEO Isaac Green, with a focus on domestic markets.
Who are the top competitors of Piedmont Investment?
Piedmont Investment's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
How many acquisitions has Piedmont Investment made?
Piedmont Investment has made 1 acquisition, including NCM Capital Management.
Who are Piedmont Investment's investors?
Piedmont Investment has 1 investor. Key investors include Rosemont Investment Group.