Roan Capital Partners

Johnson City, United States
Wealth management services are provided by Roan Capital Partners.
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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
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    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.

Primary

Client financial goals are assessed for tailored planning.

Unique financial strategies are created for each client.

Financial plans are monitored to achieve client goals.

People of Roan Capital Partners
Headcount 1-10
Employee Profiles 2
Employee Profiles
People
James Ferguson
Managing Partner, Co-Founder
People
Pam Fogle
Director of Operations

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Teams

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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

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 Roan Capital Partners

Investments
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 - Roan Capital Partners

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
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

Roan Capital Partners Comparisons

Employees
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Competitors of Roan Capital Partners

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 Roan Capital Partners

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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