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
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Net Profit
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EBITDA
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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
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Employee Count
Employee Count
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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. 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.
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.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Series D — $125.0M
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First Round
First Round
(22 Mar 2021)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2022 | Amount | Series D - Sator Grove Holdings | Valuation |
investors |
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| Mar, 2021 | Amount | Series D - Sator Grove Holdings | Valuation |
investors |
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| 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 Sator Grove Holdings
| 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 - Sator Grove Holdings
| 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 |
Sator Grove Holdings Comparisons
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. 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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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 |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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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Latest news on Sator Grove Holdings
Frequently Asked Questions about Sator Grove Holdings
When was Sator Grove Holdings founded?
Sator Grove Holdings was founded in 2020 and raised its 1st funding round 1 year after it was founded.
Where is Sator Grove Holdings located?
Sator Grove Holdings is headquartered in South Bend, United States. It is registered at South Bend, Indiana, United States.
Is Sator Grove Holdings a funded company?
Sator Grove Holdings is a funded company, having raised a total of $321.18M across 2 funding rounds to date. The company's 1st funding round was a Series D of $196.18M, raised on Mar 22, 2021.
What does Sator Grove Holdings do?
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.
Who are the top competitors of Sator Grove Holdings?
Sator Grove Holdings's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Sator Grove Holdings offer?
Sator Grove Holdings offers Investment Management, Asset Allocation, and Portfolio Management.
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