Stellared

New York, United States Founded: 2022 • Age: 4 yrs
Offers tailored financial advisory and wealth management for individuals and families.

About Stellared

Stellared is a Financial Services company based in New York (United States) founded in 2022. It offers tailored financial advisory and wealth management for individuals and families. It operates on a B2B and Advisory Services model. Stellared offers products and services including Family Office Structuring, Corporate Finance Services, Investment Advisory, and Proprietary Investments. Its focus areas include Finance, Wealth Management, Family Office and Investment Advisory. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Stellared is a private investment office that delivers customized services for protecting and managing wealth, including family office structuring, corporate finance, and investment advisory. It assists high-net-worth individuals with tax planning, legal compliance, and asset management across multiple jurisdictions like the UAE, Switzerland, and the US. The firm focuses on strategic capital deployment into global opportunities, ensuring efficient operations and risk-balanced portfolios to support long-term family and business goals.

  • Headquarters New York, United States
  • Sectors
    Financial Services
  • Website stellared.com

Products & Services of Stellared

Stellared offers a comprehensive portfolio of products and services, including Family Office Structuring, Corporate Finance Services, Investment Advisory, and Proprietary Investments.

Family Office Structuring
Wealth Management

Services for building multi-jurisdictional structures and tax-efficient wealth preservation.

Corporate Finance Services
Financial Advisory

Advisory for mergers, acquisitions, and capital raising for businesses.

Investment Advisory
Asset Management

Tailored strategies for asset allocation and portfolio optimization.

Proprietary Investments
Investment Services

Deployment of capital into global growth opportunities and special situations.

Competitors of Stellared

Stellared has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of Stellared

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Top companies in Single Family Offices

3 companies that operate in the same segment as Stellared (Single Family Offices) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Diversified asset management services are offered by EPIQ.
2018San Francisco, California, United States58
Family office of Alison Davis and Matthew C. Le Merle
2005San Francisco, California, United States
Develops & builds residential & commercial buildings backed by the Durse Family
1915New York, New York, United States
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Frequently Asked Questions about Stellared

Stellared was founded in 2022.

Stellared is headquartered in New York, United States. It is registered at New York, New York, United States.

Stellared is a private investment office that delivers customized services for protecting and managing wealth, including family office structuring, corporate finance, and investment advisory. It assists high-net-worth individuals with tax planning, legal compliance, and asset management across multiple jurisdictions like the UAE, Switzerland, and the US. The firm focuses on strategic capital deployment into global opportunities, ensuring efficient operations and risk-balanced portfolios to support long-term family and business goals.

Stellared's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Stellared offers Family Office Structuring, Corporate Finance Services, Investment Advisory, and Proprietary Investments.

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