About Regal Wealth Mangagment
Regal Wealth Mangagment is a company based in New York (United States) founded in 2019 was acquired by MAI Capital Management in January 2022.. Regal Wealth Mangagment offers products and services including Wealth Management, Financial Planning, MAI Retirement, and MAI Sports. Regal Wealth Mangagment operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter New York, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Mai Capital Management, 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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Acquired by
MAI Capital Management
(Jan 04, 2022)
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Products & Services of Regal Wealth Mangagment
Regal Wealth Mangagment offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, MAI Retirement, and MAI Sports. 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 managing investments and assets for high-net-worth clients.
Comprehensive planning to help individuals achieve financial goals.
Solutions for retirement planning and asset management.
Tailored services for athletes and entertainers' financial needs.
Funding Insights of Regal Wealth Mangagment
| 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 Regal Wealth Mangagment
Regal Wealth Mangagment has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include MAI Capital Management. 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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Financial advisory services are provided by MAI Capital Management.
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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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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 Regal Wealth Mangagment
| 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 - Regal Wealth Mangagment
| 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 |
Regal Wealth Mangagment Comparisons
Competitors of Regal Wealth Mangagment
Regal Wealth Mangagment 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 |
|---|---|---|---|---|
| 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 |
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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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Regal Wealth Mangagment
When was Regal Wealth Mangagment founded?
Regal Wealth Mangagment was founded in 2019.
Where is Regal Wealth Mangagment located?
Regal Wealth Mangagment is headquartered in New York, United States. It is registered at New York, New York, United States.
What does Regal Wealth Mangagment do?
Regal Wealth Management was founded in 2019 and is headquartered in New York, United States. Operations are conducted in the financial services sector, where financial planning and wealth management are offered through the domain regalwm.com. Services encompass advisory support for asset allocation, investment strategies, and retirement planning. The firm serves clients primarily in the United States, with a focus on structured wealth preservation and growth.
Who are the top competitors of Regal Wealth Mangagment?
Regal Wealth Mangagment's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Regal Wealth Mangagment offer?
Regal Wealth Mangagment offers Wealth Management, Financial Planning, MAI Retirement, and MAI Sports.
Who are Regal Wealth Mangagment's investors?
Regal Wealth Mangagment has 1 investor. Key investors include MAI Capital Management.
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