About Stonehage Fleming Family & Partners
Stonehage Fleming Family & Partners is a company based in Philadelphia (United States) founded in 1976 was acquired by TMF Group in October 2024.. Stonehage Fleming Family & Partners has raised $116.44 million across 2 funding rounds from investors including TMF Group and Caledonia. Stonehage Fleming Family & Partners has completed 2 acquisitions, including Creditcall and ffandpwealth.com. Stonehage Fleming Family & Partners offers products and services including Wealth Management Services, Investment Portfolio Management, and Legal Structuring. Stonehage Fleming Family & Partners operates in a competitive market with competitors including Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group, Cresset Capital Management and Wildcat Capital Management, among others.
- Headquarter Philadelphia, 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
*********
- Legal Name Stonehage Fleming Wealth Services Limited
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Annual Revenue
$2.46 M (USD)3as on Mar 31, 2022
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Net Profit
$93.82 K (USD)-80as on Mar 31, 2022
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EBITDA
$133.14 K (USD)-77as on Mar 31, 2022
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Total Equity Funding
$116.44 M (USD)
in 2 rounds
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Latest Funding Round
$116.44 M (USD), Private Equity Round
Dec 21, 2018
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Investors
TMF Group
& 1 more
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Employee Count
Employee Count
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Investments & Acquisitions
Creditcall
& 1 more
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Acquired by
TMF Group
(Oct 04, 2024)
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Products & Services of Stonehage Fleming Family & Partners
Stonehage Fleming Family & Partners offers a comprehensive portfolio of products and services, including Wealth Management Services, Investment Portfolio Management, and Legal Structuring. 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.
Advisory for managing and protecting family wealth and investments
Discretionary and advisory services for client investment portfolios
Assistance with trusts, companies, and cross-border planning
Funding Insights of Stonehage Fleming Family & Partners
Stonehage Fleming Family & Partners has successfully raised a total of $116.44M across 2 strategic funding rounds. The most recent funding activity was a Private Equity Round round of $116.44 million completed in December 2018. 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 2
- Last Round Private Equity Round — $116.4M
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First Round
First Round
(21 Dec 2018)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec, 2018 | Amount | Debt – Conventional - Stonehage Fleming Family & Partners | Valuation |
investors |
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| Dec, 2018 | Amount | Private Equity Round - Stonehage Fleming Family & Partners | Valuation | Caledonia |
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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 Stonehage Fleming Family & Partners
Stonehage Fleming Family & Partners has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include TMF Group and Caledonia. 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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Long-term returns are generated through diversified public and private investments.
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Founded Year | Domain | Location | |
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Global administrative and compliance services are delivered to international businesses.
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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 Stonehage Fleming Family & Partners
Stonehage Fleming Family & Partners has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Creditcall and ffandpwealth.com. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Payment gateway services are provided for terminals and mobile applications.
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1997 | ||||
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Wealth management services are provided through financial advisory and planning.
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| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Stonehage Fleming Family 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 |
Stonehage Fleming Family & Partners Comparisons
Competitors of Stonehage Fleming Family & Partners
Stonehage Fleming Family & 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 Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group, Cresset Capital Management and Wildcat Capital Management, 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 |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Provider of multi family office services
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| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
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| domain | founded_year | HQ Location |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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| domain | founded_year | HQ Location |
Provides equity capital and strategic advice to growth-oriented companies across sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Stonehage Fleming Family & Partners
Frequently Asked Questions about Stonehage Fleming Family & Partners
When was Stonehage Fleming Family & Partners founded?
Stonehage Fleming Family & Partners was founded in 1976 and raised its 1st funding round 42 years after it was founded.
Where is Stonehage Fleming Family & Partners located?
Stonehage Fleming Family & Partners is headquartered in Philadelphia, United States. It is registered at Philadelphia, Pennsylvania, United States.
Who is the current CEO of Stonehage Fleming Family & Partners?
Graham Wainer is the current CEO of Stonehage Fleming Family & Partners.
Is Stonehage Fleming Family & Partners a funded company?
Stonehage Fleming Family & Partners is a funded company, having raised a total of $116.44M across 2 funding rounds to date. The company's 1st funding round was a Debt – Conventional of $37.9M, raised on Dec 21, 2018.
What is the annual revenue of Stonehage Fleming Family & Partners?
Annual revenue of Stonehage Fleming Family & Partners is $2.46M as on Mar 31, 2022.
What does Stonehage Fleming Family & Partners do?
Stonehage Fleming Family Partners was established in 1976 and is headquartered in Philadelphia, United States. Operations focus on the financial services sector, where multi-family office solutions are delivered to affluent families and partners. Services encompass investment management, wealth planning, and governance support. Leadership is handled by a team of partners, including Graham Wainer as CEO Investment Manager, with activities centered on comprehensive advisory roles across global client needs.
Who are the top competitors of Stonehage Fleming Family & Partners?
Stonehage Fleming Family & Partners's top competitors include Silvercrest Asset Management Group, Rockefeller Capital Management and Foster Denovo.
What products or services does Stonehage Fleming Family & Partners offer?
Stonehage Fleming Family & Partners offers Wealth Management Services, Investment Portfolio Management, and Legal Structuring.
How many acquisitions has Stonehage Fleming Family & Partners made?
Stonehage Fleming Family & Partners has made 2 acquisitions, including Creditcall, and ffandpwealth.com.
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