About Prudent Investor Advisors
Prudent Investor Advisors is a company based in Folsom (United States). It operates as a Professional Services. Prudent Investor Advisors offers products and services including Retirement Plans, Consulting, and Retirement Income Calculator. Prudent Investor Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Folsom, United States
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Sectors
Financial Services
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Phone
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Website
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- Legal Name Prudent Investor 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
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Employee Count
Employee Count
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Products & Services of Prudent Investor Advisors
Prudent Investor Advisors offers a comprehensive portfolio of products and services, including Retirement Plans, Consulting, and Retirement Income Calculator. 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.
Retirement plans are managed for sponsors and individuals.
Consulting services are provided for fiduciary responsibility transfer.
A calculator is offered for retirement income planning.
Funding Insights of Prudent Investor 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 |
Investments & Acquisitions by Prudent Investor Advisors
| 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 - Prudent Investor 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 |
Prudent Investor Advisors Comparisons
Competitors of Prudent Investor Advisors
Prudent Investor 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, Morgan Stanley, Investec, 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 |
Wealth management, investment advisory, and financial services are provided.
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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 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 |
Financial services are provided to consumers and corporations worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Prudent Investor Advisors
Where is Prudent Investor Advisors located?
Prudent Investor Advisors is headquartered in Folsom, United States. It is registered at Folsom, California, United States.
What does Prudent Investor Advisors do?
Retirement planning and fiduciary services are offered by Prudent Investor Advisors. Expertise in ERISA regulations is utilized to assist 401(k) plan sponsors and individuals. Responsibilities and liabilities are transferred through a legal mechanism. Consulting services and tools like retirement income calculators are also provided. The focus is on legally sound and cost-efficient processes within the financial sector.
Who are the top competitors of Prudent Investor Advisors?
Prudent Investor Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Prudent Investor Advisors offer?
Prudent Investor Advisors offers Retirement Plans, Consulting, and Retirement Income Calculator.