About Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk is a company based in Boston (United States). It operates as a Professional Services. Shepherd Kaplan Krochuk has completed 1 acquisition, including Peak Capital Management. Shepherd Kaplan Krochuk offers products and services including Wealth Management, Asset Management, and Family Office Services. Shepherd Kaplan Krochuk operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter Boston, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Shepherd Kaplan Llc
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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
Employee Count
- Investments & Acquisitions
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Products & Services of Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk offers a comprehensive portfolio of products and services, including Wealth Management, Asset Management, and Family Office 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.
Wealth management services are provided for private clients.
Asset management services are offered to institutional clients.
Family office services are tailored for high-net-worth families.
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Funding Insights of Shepherd Kaplan Krochuk
| 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 Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Peak Capital Management. 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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Portfolio management and investment advisory services are provided to clients.
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2007 |
| 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.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Shepherd Kaplan Krochuk
| 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 |
Shepherd Kaplan Krochuk Comparisons
Competitors of Shepherd Kaplan Krochuk
Shepherd Kaplan Krochuk 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, 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 |
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Provider of wealth management services
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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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Frequently Asked Questions about Shepherd Kaplan Krochuk
Where is Shepherd Kaplan Krochuk located?
Shepherd Kaplan Krochuk is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
What does Shepherd Kaplan Krochuk do?
Shepherd Kaplan Krochuk LLC is recognized as a leading SEC-registered investment advisory firm. Services are provided through two main divisions: Wealth Management and Asset Management. Customized solutions are offered to private clients and institutional investors. Family office services and investment strategies are also included in the portfolio. The firm operates with over 25 years of experience in fiduciary management. A technology platform is utilized to enhance client service delivery. The focus is placed on combining institutional capabilities with personalized attention.
Who are the top competitors of Shepherd Kaplan Krochuk?
Shepherd Kaplan Krochuk's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Shepherd Kaplan Krochuk offer?
Shepherd Kaplan Krochuk offers Wealth Management, Asset Management, and Family Office Services.
How many acquisitions has Shepherd Kaplan Krochuk made?
Shepherd Kaplan Krochuk has made 1 acquisition, including Peak Capital Management.