About Smith Group Asset Management
Smith Group Asset Management is a company based in Dallas (United States) founded in 1995 was acquired by Cantor Fitzgerald in July 2021.. Smith Group Asset Management offers products and services including Investment Management Services, Research Services, and Earnings Updates. Smith Group Asset Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Dallas, 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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Annual Revenue
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Net Profit
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
Cantor Fitzgerald
(Jul 01, 2021)
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Products & Services of Smith Group Asset Management
Smith Group Asset Management offers a comprehensive portfolio of products and services, including Investment Management Services, Research Services, and Earnings Updates. 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.
Provides portfolio management based on earnings growth analysis and risk diversification.
Offers insights on market perspectives and earnings updates for clients.
Delivers reports on global and U.S. earnings to support investment decisions.
Funding Insights of Smith Group Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
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Investors in Smith Group Asset Management
Smith Group Asset Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cantor. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Merger and acquisitions advisory services are provided to corporate clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Smith Group Asset Management
| 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 - Smith Group Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Smith Group Asset Management Comparisons
Competitors of Smith Group Asset Management
Smith Group Asset Management 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, Investec, FNZ and Northwestern Mutual, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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Financial services are provided to consumers and corporations worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Smith Group Asset Management
Frequently Asked Questions about Smith Group Asset Management
When was Smith Group Asset Management founded?
Smith Group Asset Management was founded in 1995.
Where is Smith Group Asset Management located?
Smith Group Asset Management is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
What does Smith Group Asset Management do?
Smith Group Asset Management was established in 1995 in Dallas, United States. Operations are focused on the financial sector, where diversified investment strategies are employed across multiple asset classes. Services include portfolio management, advisory, and risk assessment for institutional and individual clients. The firm maintains a presence in the U.S. market, with activities centered on long-term asset growth and capital preservation.
Who are the top competitors of Smith Group Asset Management?
Smith Group Asset Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Smith Group Asset Management offer?
Smith Group Asset Management offers Investment Management Services, Research Services, and Earnings Updates.
Who are Smith Group Asset Management's investors?
Smith Group Asset Management has 1 investor. Key investors include Cantor.