Spearhead LLC

Wellington, United States
Financial advisory services are provided to clients by Spearhead.
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About Spearhead LLC

Spearhead LLC is a company based in Wellington (United States). It operates as a B2B. Spearhead LLC offers products and services including Wealth Strategy, Family Office Solutions, and Investment Advisory. Spearhead LLC operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps, among others.

  • Headquarter Wellington, United States
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Rockefeller Financial Llc
Operational Areas
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Spearhead LLC

Spearhead LLC offers a comprehensive portfolio of products and services, including Wealth Strategy, Family Office Solutions, and Investment Advisory. 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.

Primary

Provides expert guidance on investment and financial planning decisions.

Delivers seamless management for family finances and wealth growth.

Offers strategies across asset classes for wealth optimization.

People of Spearhead LLC
Headcount 10-50
Employee Profiles 15
Employee Profiles
People
Brandon Avergon
Associate Director, Wealth Management
People
Christopher Shepherd
MD, Wealth Management
People
Tanya Shapiro-Polzer
Executive Office Manager
People
Todd Walters
Managing Partner & Co-Founder

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Funding Insights of Spearhead LLC

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 Spearhead LLC

Investments
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 - Spearhead LLC

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
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

Spearhead Llc Comparisons

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Competitors of Spearhead LLC

Spearhead LLC 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps, 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.

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Mutual life insurance company
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Personal and business insurance products are provided nationwide.
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Fractional home equity is sold online for interest-free loans.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Financial and risk advisory solutions are provided globally.
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Milliman is engaged in actuarial consulting and analytics solutions.
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
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Frequently Asked Questions about Spearhead LLC

Where is Spearhead LLC located?

Spearhead LLC is headquartered in Wellington, United States. It is registered at Wellington, Florida, United States.

What does Spearhead LLC do?

Financial advisory services are delivered by Spearhead, a firm based in Wellington, United States. Operations focus on the financial sector, where guidance is offered on investment strategies, risk management, and regulatory compliance. Clients across various industries are served through tailored consultations and analysis. The companys domain, spearheadllc.com, supports these activities in a domestic context. No founding year is specified in available records.

Who are the top competitors of Spearhead LLC?

Spearhead LLC's top competitors include MassMutual, Point Digital Finance and American Family Insurance.

What products or services does Spearhead LLC offer?

Spearhead LLC offers Wealth Strategy, Family Office Solutions, and Investment Advisory.

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