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.
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Registered Investment Advisor
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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. 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.
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.
Funding Insights of Sera Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Sera Capital
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Sera Capital
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Sera Capital Comparisons
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. 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
|
|
| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
|
|
| domain | founded_year | HQ Location |
Nordea is recognized as a leading Nordic universal bank.
|
|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Banking & financial service provider
|
|
| domain | founded_year | HQ Location |
Diversified insurance and asset management services are offered globally.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Sera Capital
When was Sera Capital founded?
Sera Capital was founded in 2011.
What does Sera Capital do?
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.
Who are the top competitors of Sera Capital?
Sera Capital's top competitors include Fidelity Investments, Investec and Aviva.
What products or services does Sera Capital offer?
Sera Capital offers 721 Exchanges, Delaware Statutory Trusts, Opportunity Zone Funds, and Exit Planning Services.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.