About Plante Moran
Plante Moran is a company based in Boulder (United States) founded in 1924 was acquired by CAPTRUST Financial Advisors in September 2020.. The company has 66 employees as of April 06, 2024. Plante Moran has completed 2 acquisitions, including Planning Perspectives and Tonneson. Plante Moran operates in a competitive market with competitors including Fidelity Investments, Investec, Principal, Morgan Stanley and Guggenheim Partners, among others.
- Headquarter Boulder, United States
- Employees 66 as on 06 Apr, 2024
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Plante Moran India Private Limited
- Date of Incorporation 16 Dec, 2010
- Jurisdiction Mumbai, Maharashtra, India
-
Annual Revenue
$1.85 M (USD)72.67as on Mar 31, 2023
-
Net Profit
$196.12 K (USD)74.21as on Mar 31, 2023
-
EBITDA
$396.34 K (USD)82.92as on Mar 31, 2023
-
Latest Funding Round
- Investors
-
Employee Count
66
as on Apr 06, 2024
-
Investments & Acquisitions
Planning Perspectives
& 1 more
-
Acquired by
CAPTRUST Financial Advisors
(Sep 11, 2020)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Unlock access to complete
Funding Insights of Plante Moran
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Plante Moran
Plante Moran has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST. 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 |
|---|---|---|---|---|
|
Financial advisory services are provided by CAPTRUST to various clients.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Plante Moran
Plante Moran has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Planning Perspectives and Tonneson. 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 |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Diversified operations are conducted across multiple industries by the conglomerate.
|
1976 | ||||
|
Tonneson company is linked to tonneson.com domain.
|
0 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
OVO is recognized as a smart digital payment application.
|
2017 | ||||
|
Bionic investment advisor platform
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Plante Moran
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Plante Moran Comparisons
Competitors of Plante Moran
Plante Moran 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, Principal, Morgan Stanley and Guggenheim Partners, 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
|
|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
|
|
| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
|
|
| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
|
|
| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Plante Moran
Frequently Asked Questions about Plante Moran
When was Plante Moran founded?
Plante Moran was founded in 1924.
Where is Plante Moran located?
Plante Moran is headquartered in Boulder, United States. It is registered at Boulder, Colorado, United States.
How many employees does Plante Moran have?
As of Apr 06, 2024, the latest employee count at Plante Moran is 66.
What is the annual revenue of Plante Moran?
Annual revenue of Plante Moran is $1.85M as on Mar 31, 2023.
What does Plante Moran do?
Provider of accounting, tax, consulting, and wealth management services. These services encompass audit (including financial statement, employee benefit plan, international, and SEC audits), tax services (international, mergers acquisitions, personal, state local, controversy, credits and deductions, and transfer pricing), and consulting (commercial real estate advisory, cost margin intelligence, cybersecurity, data analytics, employee benefits, ERP, finance accounting advisory, forensic accounting, group benefits and brokerage, international services, investment banking, outsourced finance and accounting, real estate investment advisory, restructuring transformation, risk management, senior living development consulting, strategy, supply chain operations, talent, technology consulting, transaction advisory, and valuation services). Wealth management services include business transition services, estate planning, family legacy and office services, financial planning, insurance, investment advisory, personal tax planning, and trust services.
Who are the top competitors of Plante Moran?
Plante Moran's top competitors include Fidelity Investments, Investec and S&P Global.
How many acquisitions has Plante Moran made?
Plante Moran has made 2 acquisitions, including Planning Perspectives, and Tonneson.
Who are Plante Moran's investors?
Plante Moran has 1 investor. Key investors include CAPTRUST.