About Prime Capital Investment Advisors
Prime Capital Investment Advisors is a company based in Overland Park (United States) founded in 1985.. Prime Capital Investment Advisors has completed 8 acquisitions, including 20/20 Financial Advisers, Cornerstone Comprehensive Wealth Management and Financial Network. Prime Capital Investment Advisors offers products and services including Wealth Management, Retirement Plan Consulting, Family Office Services, and Financial Wellness Coaching. Prime Capital Investment Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Overland Park, 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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- Legal Name Prime Capital Investment Advisors, 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
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
20/20 Financial Advisers
& 7 more
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Products & Services of Prime Capital Investment Advisors
Prime Capital Investment Advisors offers a comprehensive portfolio of products and services, including Wealth Management, Retirement Plan Consulting, Family Office Services, and Financial Wellness Coaching. 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.
Services for investment and asset management strategies.
Advice on retirement savings and plan design options.
Support for estate planning and family financial needs.
Guidance on personal finance and sustainable investing.
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Funding Insights of Prime Capital Investment Advisors
- 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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| Oct, 2019 | Amount | Private Equity Round - Prime Capital Investment Advisors | Valuation | LNC Partners |
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| 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 Prime Capital Investment Advisors
Prime Capital Investment Advisors has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include LNC Partners. 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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PE firm investing in the US
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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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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 Prime Capital Investment Advisors
Prime Capital Investment Advisors has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include 20/20 Financial Advisers, Cornerstone Comprehensive Wealth Management and Financial Network. 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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Investment & wealth management firm
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2015 | ||||
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Investment and wealth management services are provided to clients.
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2004 | ||||
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Financial, retirement, wealth, and investment management services are provided.
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2004 |
| 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 - Prime Capital Investment Advisors
| 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 |
Prime Capital Investment Advisors Comparisons
Competitors of Prime Capital Investment Advisors
Prime Capital Investment Advisors 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, Guggenheim Partners and FNZ, 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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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 |
Asset management and investment advisory services are provided to clients.
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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 |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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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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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Prime Capital Investment Advisors
Frequently Asked Questions about Prime Capital Investment Advisors
When was Prime Capital Investment Advisors founded?
Prime Capital Investment Advisors was founded in 1985 and raised its 1st funding round 34 years after it was founded.
Where is Prime Capital Investment Advisors located?
Prime Capital Investment Advisors is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
What does Prime Capital Investment Advisors do?
Prime Capital Investment Advisors was founded in 1985 and is headquartered in Overland Park, United States. Operations are focused on the financial services sector, where asset and wealth management, investment advisory, and financial planning are delivered to clients. The firm supports individuals and organizations through tailored strategies in portfolio management and long-term financial guidance, with activities conducted primarily within the U.S. market.
Who are the top competitors of Prime Capital Investment Advisors?
Prime Capital Investment Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Prime Capital Investment Advisors offer?
Prime Capital Investment Advisors offers Wealth Management, Retirement Plan Consulting, Family Office Services, and Financial Wellness Coaching.
How many acquisitions has Prime Capital Investment Advisors made?
Prime Capital Investment Advisors has made 8 acquisitions, including 20/20 Financial Advisers, Cornerstone Comprehensive Wealth Management, and Financial Network.
Who are Prime Capital Investment Advisors's investors?
Prime Capital Investment Advisors has 1 investor. Key investors include LNC Partners.