About Stearns Financial
Stearns Financial is a company based in Chapel Hill (United States) founded in 1991.. Stearns Financial has raised $1.3 billion across 1 funding round from investors including High Tower. Stearns Financial offers products and services including Financial Planning, Investment Management, Values-Based Investing, and Business Planning. Stearns Financial operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Chapel Hill, 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 Stearns Financial Group
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$1.3 B (USD)
in 1 rounds
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Latest Funding Round
$1.3 B (USD), Series D
Aug 26, 2020
- Investors
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Employee Count
Employee Count
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Products & Services of Stearns Financial
Stearns Financial offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Values-Based Investing, and Business Planning. 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.
Service for creating personalized financial strategies for individuals.
Manages investments to help clients build and protect wealth.
Aligns investments with clients' ethical and personal values.
Provides planning services for business owners and their assets.
Funding Insights of Stearns Financial
Stearns Financial has successfully raised a total of $1.3B through 1 strategic funding round. The most recent funding activity was a Series D round of $1.3 billion completed in August 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series D — $1.3B
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First Round
First Round
(26 Aug 2020)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug, 2020 | Amount | Series D - Stearns Financial | Valuation | High Tower |
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| 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 |
Investors in Stearns Financial
Stearns Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include High Tower. 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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Provider of wealth management services
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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 Stearns Financial
| 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 - Stearns Financial
| 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 |
Stearns Financial Comparisons
Competitors of Stearns Financial
Stearns Financial 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 Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, 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 |
M&A advisory, capital markets, and wealth management services are offered.
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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 |
Provider of wealth management services
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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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Latest news on Stearns Financial
Frequently Asked Questions about Stearns Financial
When was Stearns Financial founded?
Stearns Financial was founded in 1991 and raised its 1st funding round 29 years after it was founded.
Where is Stearns Financial located?
Stearns Financial is headquartered in Chapel Hill, United States. It is registered at Chapel Hill, North Carolina, United States.
Is Stearns Financial a funded company?
Stearns Financial is a funded company, having raised a total of $1.3B across 1 funding round to date. The company's 1st funding round was a Series D of $1.3B, raised on Aug 26, 2020.
What does Stearns Financial do?
Stearns Financial was established in 1991 in Chapel Hill, United States, as a wealth management firm. Investment advisory and portfolio management services are offered to individuals and institutions. Operations are centered on financial planning and asset allocation within the finance sector. The firm maintains its presence through the domain stearnsfinancial.com, serving clients primarily in the domestic market.
Who are the top competitors of Stearns Financial?
Stearns Financial's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Stearns Financial offer?
Stearns Financial offers Financial Planning, Investment Management, Values-Based Investing, and Business Planning.
Who are Stearns Financial's investors?
Stearns Financial has 1 investor. Key investors include High Tower.