About Richmond Brothers
Richmond Brothers is a company based in Jackson (United States) founded in 1994 by Matthew Curfman. It operates as a B2C. Richmond Brothers offers products and services including Financial Planning Services and Riskalyze Tool. Richmond Brothers operates in a competitive market with competitors including MetLife, Voya Financial, Pacific Life, Jackson and Athene, among others.
- Headquarter Jackson, United States
- Founders Matthew Curfman
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Sectors
TechnologyFinancial Services
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Phone
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Website
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Social
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- Legal Name Richmond Brothers, Inc.
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Annual Revenue
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Products & Services of Richmond Brothers
Richmond Brothers offers a comprehensive portfolio of products and services, including Financial Planning Services and Riskalyze Tool. 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.
Personalized strategies for retirement and investment needs.
Evaluates portfolio risk for better investment decisions.
Funding Insights of Richmond Brothers
| 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 Richmond Brothers
| 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 - Richmond Brothers
| 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 |
Richmond Brothers Comparisons
Competitors of Richmond Brothers
Richmond Brothers 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 MetLife, Voya Financial, Pacific Life, Jackson and Athene, 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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Internet-based life, health, auto, home, and pet insurance is offered.
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Provider of pension fund for the employees based out of the US
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Insurance company
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Retirement-focused investment management services are provided by the firm.
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Retirement services provider
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A record-keeping platform for retirement plans is provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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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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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Richmond Brothers
Frequently Asked Questions about Richmond Brothers
When was Richmond Brothers founded?
Richmond Brothers was founded in 1994.
Where is Richmond Brothers located?
Richmond Brothers is headquartered in Jackson, United States. It is registered at Jackson, Mississippi, United States.
Who is the current CEO of Richmond Brothers?
Matthew Curfman is the current CEO of Richmond Brothers. They have also founded this company.
What does Richmond Brothers do?
Richmond Brothers, Inc. is a family-owned firm specializing in personalized financial and retirement planning. They deliver tailored strategies, including investment advice, Social Security benefits, and risk assessment tools. Based in Jackson, Michigan, they focus on understanding clients needs to ensure financial wellness, serving individuals since 1994 with a client-centered approach.
Who are the top competitors of Richmond Brothers?
Richmond Brothers's top competitors include Pacific Life, MetLife and Jackson.
What products or services does Richmond Brothers offer?
Richmond Brothers offers Financial Planning Services and Riskalyze Tool.