About Roan Capital Partners
Roan Capital Partners is a company based in Johnson City (United States). It operates as a Professional Services. Roan Capital Partners offers products and services including Comprehensive Financial Assessment, Customized Financial Plans, and Continuous Monitoring.
- Headquarter Johnson City, 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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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Roan Capital Partners
Roan Capital Partners offers a comprehensive portfolio of products and services, including Comprehensive Financial Assessment, Customized Financial Plans, and Continuous Monitoring. 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.
Client financial goals are assessed for tailored planning.
Unique financial strategies are created for each client.
Financial plans are monitored to achieve client goals.
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Funding Insights of Roan Capital Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 Roan Capital Partners
| 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 - Roan Capital Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Roan Capital Partners Comparisons
Competitors of Roan Capital Partners
| 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 Roan Capital Partners
Where is Roan Capital Partners located?
Roan Capital Partners is headquartered in Johnson City, United States. It is registered at Johnson City, Tennessee, United States.
What does Roan Capital Partners do?
Strategic wealth management services are offered by Roan Capital Partners to individuals and families. Comprehensive financial assessments, customized plans, and continuous monitoring are provided to help clients achieve their financial goals. The firm operates as a fee-only advisory, ensuring client interests are prioritized. Based in the Southeastern United States, services are focused on fiduciary responsibilities, tax efficiency planning, and trust services within the financial sector.
What products or services does Roan Capital Partners offer?
Roan Capital Partners offers Comprehensive Financial Assessment, Customized Financial Plans, and Continuous Monitoring.
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