About Sera Capital
Sera Capital is a company founded in 2011. It operates as a B2B. Sera Capital offers products and services including 721 Exchanges, Delaware Statutory Trusts, Opportunity Zone Funds, and Exit Planning Services. Sera Capital operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Nordea, Investec and BNP Paribas, among others.
- SectorsFinancial Services
- Phone•••• ••••
- Website seracapital.com
- Social Facebook
- Legal Name Registered Investment Advisor
Products & Services of Sera Capital
Sera Capital offers a comprehensive portfolio of products and services, including 721 Exchanges, Delaware Statutory Trusts, Opportunity Zone Funds, and Exit Planning Services.
Advisory for tax-deferred real estate property exchanges.
Consulting on trusts for real estate diversification and tax deferral.
Guidance on funds for tax benefits in designated areas.
Assistance with business transitions and retirement strategies.
Competitors of Sera Capital
Sera Capital 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, Morgan Stanley, Nordea, Investec and BNP Paribas, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| nordea.com | 1820 | Stockholm, Sweden | – | 30,399 | Nordea is recognized as a leading Nordic universal bank. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| group.bnpparibas | 1848 | Paris, France | – | 198,011 | Banking & financial service provider | |
| generali.com | 1831 | Trieste, Italy | – | 71,327 | Diversified insurance and asset management services are offered globally. | |
| aviva.com | 1696 | London, United Kingdom | – | 27,873 | Insurance and asset management services are offered in multiple regions. | |
| schroders.com | 1804 | London, United Kingdom | – | 249 | Investment management and wealth management services are provided to clients. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. |
Detailed competitors of Sera Capital
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Similar companies to Sera Capital
10 companies that operate in the same segment as Sera Capital (Financial Exchanges), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Power trading services are facilitated via an automated platform. | 2007 | Delhi, Delhi, India | USD 30.02 M | USD 65.65 M | 179 | |
Stock trading, clearing, and securities listing services are operated globally. | 1971 | New York, New York, United States | – | USD 8.26 B | 9,160 | |
Private and financial market data analytics solutions are provided. | 1999 | Atlanta, Georgia, United States | – | USD 12.23 B | 12,920 | |
Equities and securities are traded on India's oldest stock exchange. | 1875 | Mumbai, Maharashtra, India | USD 42.77 M | USD 544.53 M | 1,520 | |
Stock exchange | 1792 | New York, New York, United States | – | – | 13,222 | |
Futures and options exchange services are provided worldwide. | 1973 | Chicago, Illinois, United States | – | USD 4.71 B | 1,690 | |
Financial stock exchange, data, and risk management services are provided. | 2007 | London, England, United Kingdom | – | USD 12.58 B | 26,250 | |
Stock exchange services including equities and derivatives are offered. | 1992 | Mumbai, Maharashtra, India | USD 483.36 M | USD 2.06 B | – | |
Trading, clearing, and settlement services for financial markets are facilitated. | 2011 | Moscow, Russia | – | – | 1,662 | |
Offsets and renewable energy marketplace | 2016 | San Francisco, California, United States | USD 712.17 M | – | – |
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Frequently Asked Questions about Sera Capital
Sera Capital was founded in 2011.
Sera Capital is a fee-only fiduciary firm specializing in tax-efficient exit planning and investment services. They advise on options like 721 exchanges, Delaware Statutory Trusts, and Opportunity Zone Funds. Based in Annapolis, Maryland, USA, they serve real estate investors, entrepreneurs, and individuals seeking to preserve wealth through deferred tax strategies and business transitions. Their approach focuses on independent, client-first solutions without institutional ties.
Sera Capital's top competitors include Fidelity Investments, Investec and Aviva.
Sera Capital offers 721 Exchanges, Delaware Statutory Trusts, Opportunity Zone Funds, and Exit Planning Services.
Sera Capital operates through Registered Investment Advisor.