About Rembert Pendleton Jackson
Rembert Pendleton Jackson is a company based in Falls Church (United States) founded in 1974 was acquired by Sandy Spring Bank in November 2019.. Rembert Pendleton Jackson offers products and services including Financial Planning, Investment Management, and 401(k) Services. Rembert Pendleton Jackson operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Falls Church, 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 Rembert Pendleton Jackson
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Annual Revenue
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Net Profit
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
Sandy Spring Bank
(Nov 06, 2019)
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Products & Services of Rembert Pendleton Jackson
Rembert Pendleton Jackson offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and 401(k) Services. 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.
Guidance on personal financial goals and life transitions
Oversight of investment portfolios for growth and risk management
Assistance with company retirement plans and fiduciary duties
Funding Insights of Rembert Pendleton Jackson
| 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 Rembert Pendleton Jackson
Rembert Pendleton Jackson has secured backing from 1 investor. Prominent investors backing the company include Sandy Spring Bank. 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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Commercial bank
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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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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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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Rembert Pendleton Jackson
| 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 - Rembert Pendleton Jackson
| 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 |
Rembert Pendleton Jackson Comparisons
Competitors of Rembert Pendleton Jackson
Rembert Pendleton Jackson 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 |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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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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Latest news on Rembert Pendleton Jackson
Frequently Asked Questions about Rembert Pendleton Jackson
When was Rembert Pendleton Jackson founded?
Rembert Pendleton Jackson was founded in 1974.
Where is Rembert Pendleton Jackson located?
Rembert Pendleton Jackson is headquartered in Falls Church, United States. It is registered at Falls Church, Virginia, United States.
Who is the current CEO of Rembert Pendleton Jackson?
Don Rembert is the current CEO of Rembert Pendleton Jackson.
What does Rembert Pendleton Jackson do?
Rembert Pendleton Jackson was founded in 1974 as a provider of financial planning and investment advisory services. Operations are based in Falls Church, United States, where guidance on wealth management and investment strategies is delivered to clients. The firm is led by CEO and President Don Rembert. Focus remains on personalized advisory solutions within the financial services sector, serving individual and institutional needs across the region.
Who are the top competitors of Rembert Pendleton Jackson?
Rembert Pendleton Jackson's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Rembert Pendleton Jackson offer?
Rembert Pendleton Jackson offers Financial Planning, Investment Management, and 401(k) Services.
Who are Rembert Pendleton Jackson's investors?
Rembert Pendleton Jackson has 1 investor. Key investors include Sandy Spring Bank.