About Sator Grove Holdings
Sator Grove Holdings is a company based in South Bend (United States) founded in 2020. Sator Grove Holdings has raised $321.18 million across 2 funding rounds. Sator Grove Holdings offers products and services including Investment Management, Asset Allocation, and Portfolio Management. Sator Grove Holdings operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter South Bend, 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
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$321.18 M (USD)
in 2 rounds
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Latest Funding Round
$125 M (USD), Series D
Sep 06, 2022
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Investors
Not available
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Employee Count
Not available
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Products & Services of Sator Grove Holdings
Sator Grove Holdings offers a comprehensive portfolio of products and services, including Investment Management, Asset Allocation, and Portfolio Management.
Services for growing and preserving wealth through asset strategies.
Strategy to distribute investments across assets for optimal returns.
Ongoing management of investment portfolios to meet financial goals.
Funding Insights of Sator Grove Holdings
Sator Grove Holdings has successfully raised a total of $321.18M across 2 strategic funding rounds. The most recent funding activity was a Series D round of $125 million completed in September 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investments & Acquisitions by Sator Grove Holdings
Investment portfolio details for Sator Grove Holdings
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Financial Statements - Sator Grove Holdings
Detailed financials for Sator Grove Holdings
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Sator Grove Holdings Comparisons
Peer comparison for Sator Grove Holdings
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Competitors of Sator Grove Holdings
Sator Grove Holdings 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, Northwestern Mutual and Principal, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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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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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Sator Grove Holdings
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Latest news on Sator Grove Holdings
Complete news archive for Sator Grove Holdings
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Frequently Asked Questions about Sator Grove Holdings
Sator Grove Holdings was founded in 2020 and raised its 1st funding round 1 year after it was founded.
Sator Grove Holdings is headquartered in South Bend, United States. It is registered at South Bend, Indiana, United States.
Sator Grove Holdings is a funded company, having raised a total of $321.18M across 2 funding rounds to date.
Sator Grove Holdings was founded in 2020 as a diversified investment management firm based in South Bend, United States. Operations focus on managing a range of investment portfolios across various sectors. Services include asset allocation, risk assessment, and portfolio oversight for institutional and private clients. Geographic emphasis remains on the U.S. market, with strategies adapted to economic conditions in the region.
Sator Grove Holdings's top competitors include Fidelity Investments, Investec and S&P Global.
Sator Grove Holdings offers Investment Management, Asset Allocation, and Portfolio Management.