About Sortino Advisory Partners
Sortino Advisory Partners is a company based in Louisville (United States) founded in 2014 was acquired by Savant Wealth in November 2024.. Sortino Advisory Partners operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
- Headquarter Louisville, United States
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Sectors
Technology
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Phone
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Website
*********
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Savant Wealth
(Nov 20, 2024)
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Funding Insights of Sortino Advisory Partners
| 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 |
Investors in Sortino Advisory Partners
Sortino Advisory Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Savant Wealth. 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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Asset management services are provided by Savant Wealth.
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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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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Sortino Advisory Partners
| 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 - Sortino Advisory Partners
| 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 |
Sortino Advisory Partners Comparisons
Competitors of Sortino Advisory Partners
Sortino Advisory Partners 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 The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, 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 |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| domain | founded_year | HQ Location |
Financial planning and advisory platform
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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 Sortino Advisory Partners
When was Sortino Advisory Partners founded?
Sortino Advisory Partners was founded in 2014.
Where is Sortino Advisory Partners located?
Sortino Advisory Partners is headquartered in Louisville, United States. It is registered at Louisville, Kentucky, United States.
What does Sortino Advisory Partners do?
Sortino Advisory Partners was established in 2014 and is headquartered in Louisville, United States. Operations focus on the financial services sector, where a variety of advisory solutions are delivered. These include wealth management, investment management, estate planning, wealth transfer strategies, tax advisory, trust services, accounting, consulting, family office support, and retirement plan services for companies.
Who are the top competitors of Sortino Advisory Partners?
Sortino Advisory Partners's top competitors include The Tifin Group, Ascensus and Farther.
Who are Sortino Advisory Partners's investors?
Sortino Advisory Partners has 1 investor. Key investors include Savant Wealth.