Platinum Advisor Strategies

Summerfield, United States Founded: 2009 • Age: 17 yrs Acquired By FMG Suite
Services for financial advisors are provided by Platinum Advisor Strategies.
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About Platinum Advisor Strategies

Platinum Advisor Strategies is a company based in Summerfield (United States) founded in 2009 was acquired by FMG Suite in July 2018.. Platinum Advisor Strategies offers products and services including Marketing Tools, Website Tools, and MyRepChat.

  • Headquarter Summerfield, United States
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Fmg Suite, Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    FMG Suite

    (Jul 30, 2018)

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Products & Services of Platinum Advisor Strategies

Platinum Advisor Strategies offers a comprehensive portfolio of products and services, including Marketing Tools, Website Tools, and MyRepChat. 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.

Primary

Platform for managing emails, social media, and events

Tools for editing websites and generating leads

Compliant texting for scheduling and communication

Funding Insights of Platinum Advisor Strategies

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

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investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Platinum Advisor Strategies

Platinum Advisor Strategies has secured backing from 1 investor. Prominent investors backing the company include FMG Suite. 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.

All
Investor Description Founded Year Domain Location
An omnichannel marketing platform is offered for financial advisors.
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 Platinum Advisor Strategies

Investments
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

Financial Statements - Platinum Advisor Strategies

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
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

Platinum Advisor Strategies Comparisons

Employees
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Competitors of Platinum Advisor Strategies

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 Platinum Advisor Strategies

Frequently Asked Questions about Platinum Advisor Strategies

When was Platinum Advisor Strategies founded?

Platinum Advisor Strategies was founded in 2009.

Where is Platinum Advisor Strategies located?

Platinum Advisor Strategies is headquartered in Summerfield, United States.

What does Platinum Advisor Strategies do?

Platinum Advisor Strategies was established in 2009 in Summerfield, United States. Operations are centered in the financial services sector, where support and strategies for financial advisors are delivered. The company maintains its presence via the domain platinumstrategies.com. Core services encompass advisory tools, compliance assistance, and practice management resources, all tailored to enhance advisor efficiency in the U.S. market. Geographic focus remains domestic, with no international expansion noted.

What products or services does Platinum Advisor Strategies offer?

Platinum Advisor Strategies offers Marketing Tools, Website Tools, and MyRepChat.

Who are Platinum Advisor Strategies's investors?

Platinum Advisor Strategies has 1 investor. Key investors include FMG Suite.

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