About Sanders Morris
Sanders Morris is a company based in Houston (United States) founded in 1987. It operates as a Professional Services, and Commission-Based. Sanders Morris has completed 2 acquisitions, including Edelman Financial Engines and Leonetti & Associates. Sanders Morris offers products and services including Private Wealth Management, Private Equity, Institutional Services, Margin & Traditional Lending, and Insurance & Risk Management.
- Headquarter Houston, 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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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Investments & Acquisitions
Edelman Financial Engines
& 1 more
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Products & Services of Sanders Morris
Sanders Morris offers a comprehensive portfolio of products and services, including Private Wealth Management, Private Equity, Institutional Services, Margin & Traditional Lending, and Insurance & Risk Management. 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.
Tailored wealth management solutions are provided for individuals.
Capital investments are made alongside exceptional management teams.
Quality execution and trading services are offered institutionally.
Financing alternatives including margin loans are provided to clients.
Comprehensive insurance programs are designed for affluent clients.
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Funding Insights of Sanders Morris
| 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 Sanders Morris
Sanders Morris has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Edelman Financial Engines and Leonetti & Associates. 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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Wealth and investment management services are provided to clients.
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1997 | ||||
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Diversified investment management services are provided to clients.
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1986 |
| 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.
|
2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Sanders Morris
| 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 |
Sanders Morris Comparisons
Competitors of Sanders Morris
| 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 Sanders Morris
When was Sanders Morris founded?
Sanders Morris was founded in 1987.
Where is Sanders Morris located?
Sanders Morris is headquartered in Houston, United States. It is registered at Houston, Texas, United States.
What does Sanders Morris do?
A diverse suite of financial services is offered by Sanders Morris LLC, including private wealth management, private equity, institutional trading, margin and traditional lending, and insurance solutions. Operations are conducted in the financial sector, focusing on investment and risk management for affluent individuals and institutions. Affiliations with entities like T Bank, N.A. and Tectonic Advisors, LLC enhance the range of commercial banking and advisory solutions provided. Comprehensive support is extended through family office services and trust options across the United States.
What products or services does Sanders Morris offer?
Sanders Morris offers Private Wealth Management, Private Equity, Institutional Services, Margin & Traditional Lending, and Insurance & Risk Management.
How many acquisitions has Sanders Morris made?
Sanders Morris has made 2 acquisitions, including Edelman Financial Engines, and Leonetti & Associates.