About Resonant Capital Advisors
Resonant Capital Advisors is a company based in Madison (United States) founded in 2018. It operates as a B2B. Resonant Capital Advisors offers products and services including Financial Planning, Investment Solutions, and Advisory Solutions. Resonant Capital Advisors operates in a competitive market with competitors including LUXUS, Safened, Siyinjia, Yijinrong and Angel One Wealth, among others.
- Headquarter Madison, United States
-
Sectors
Financial ServicesBusiness Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Resonant Capital Advisors, Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Resonant Capital Advisors
Resonant Capital Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Solutions, and Advisory Solutions. 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.
Develops strategies for risk management and estate planning
Builds tax-efficient portfolios for asset reporting
Provides guidance for multi-generational family wealth needs
Unlock access to complete
Funding Insights of Resonant Capital Advisors
| 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 |
Investments & Acquisitions by Resonant Capital Advisors
| 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 - Resonant Capital Advisors
| 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 |
Resonant Capital Advisors Comparisons
Competitors of Resonant Capital Advisors
Resonant Capital 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 LUXUS, Safened, Siyinjia, Yijinrong and Angel One Wealth, 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 |
Online fractional investment platform for luxury assets
|
|
| domain | founded_year | HQ Location |
Deposit accounts are managed for investors at EU partner banks.
|
|
| domain | founded_year | HQ Location |
Functions as a wealth management platform for clients.
|
|
| domain | founded_year | HQ Location |
Yijinrong is an online platform for financial planning tailored to new ventures.
|
|
| domain | founded_year | HQ Location |
Offers digital wealth management and investment services for high-net-worth individuals.
|
| 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 Resonant Capital Advisors
Frequently Asked Questions about Resonant Capital Advisors
When was Resonant Capital Advisors founded?
Resonant Capital Advisors was founded in 2018.
Where is Resonant Capital Advisors located?
Resonant Capital Advisors is headquartered in Madison, United States. It is registered at Madison, Wisconsin, United States.
What does Resonant Capital Advisors do?
Resonant Capital Advisors is an independent firm specializing in financial planning, investment solutions, and advisory services for complex family wealth. They develop tax-efficient portfolios, manage risks, and handle estate planning while incorporating insurance and philanthropy strategies. Based in Madison and Milwaukee, Wisconsin, they serve multi-generational families and businesses with personalized, fiduciary advice to ensure comprehensive wealth management.
Who are the top competitors of Resonant Capital Advisors?
What products or services does Resonant Capital Advisors offer?
Resonant Capital Advisors offers Financial Planning, Investment Solutions, and Advisory Solutions.