About Sage Advisory
Sage Advisory is a company based in Austin (United States) founded in 1996 by Mark MacQueen and Bob Smith.. Sage Advisory has completed 1 acquisition, including Convergent Capital. Sage Advisory offers products and services including Cash Management, Fixed Income, ETFs, and Responsible Investing. Sage Advisory operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Austin, United States
- Founders Mark MacQueen, Bob Smith
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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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- Legal Name Sage Advisory Services, Ltd. Co.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of Sage Advisory
Sage Advisory offers a comprehensive portfolio of products and services, including Cash Management, Fixed Income, ETFs, and Responsible Investing. 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.
Manages cash investments for financial stability.
Handles bond investments for income generation.
Offers exchange-traded funds for diversified portfolios.
Focuses on sustainable and ethical investment options.
Funding Insights of Sage Advisory
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Dec, 2023 | Amount | Unspecified - Sage Advisory | Valuation | Kudu |
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| 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 Sage Advisory
Sage Advisory has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Kudu. 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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Diversified investment portfolios are managed across multiple sectors.
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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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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Sage Advisory
Sage Advisory has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Convergent Capital. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Convergent Capital is focused on mezzanine financing for middle market companies.
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1999 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Sage Advisory
| 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 |
Sage Advisory Comparisons
Competitors of Sage Advisory
Sage Advisory 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, Investec, Morgan Stanley, 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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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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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 |
Mutual life insurance and asset management services are provided.
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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 Sage Advisory
Frequently Asked Questions about Sage Advisory
When was Sage Advisory founded?
Sage Advisory was founded in 1996 and raised its 1st funding round 27 years after it was founded.
Where is Sage Advisory located?
Sage Advisory is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
What does Sage Advisory do?
Founded in 1996, Sage Advisory operates as an independent investment advisory firm based in Austin, United States. Fixed-income asset management, tactical ETF strategies, and liability-driven solutions are offered to institutional and private clients. Business management software powered by AI and machine learning is also provided. A team of experienced professionals supports customized investment solutions across these areas.
Who are the top competitors of Sage Advisory?
Sage Advisory's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Sage Advisory offer?
Sage Advisory offers Cash Management, Fixed Income, ETFs, and Responsible Investing.
How many acquisitions has Sage Advisory made?
Sage Advisory has made 1 acquisition, including Convergent Capital.
Who are Sage Advisory's investors?
Sage Advisory has 1 investor. Key investors include Kudu.
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