About Tag Assoc
Tag Assoc is a Financial Services company based in New York (United States) founded in 1983. Wealth management services are provided for multi- and single-family offices. Tag Assoc offers products and services including Portfolio Management, Family Office Services, and Approach to Alternatives. Its focus areas include Asset Management, Wealth Management, Multi Family Offices and Services for Investment Industry. Its legal entity is TAG Associates LLC. Its competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street; 2 of its 3 listed competitors have raised funding.
Company details
Tag Assoc was founded in 1983 and is headquartered in New York, United States. Operations focus on the financial services sector, where wealth management solutions are delivered to multi-family and single-family offices. Services encompass advisory and portfolio management tailored to high-net-worth clients, with activities centered in the U.S. market. The company maintains a domain at tagassoc.com for its online presence.
- Headquarters New York, United States
- SectorsFinancial Services
- Website tagassoc.com
- Social LinkedIn
- Legal Name Tag Associates Llc
- Latest Funding Round$121.78K (USD), Grant
Sep 2006
- Investors
Products & Services of Tag Assoc
Tag Assoc offers a comprehensive portfolio of products and services, including Portfolio Management, Family Office Services, and Approach to Alternatives.
Service for managing investment portfolios and asset growth
Customized support for high-net-worth families' financial needs
Strategy for handling alternative investments and diversification
Funding Insights of Tag Assoc
- Total Rounds 1
- Last Round Grant — $121,784
- First Round $121,784
(Sep 2006)
- Investors Count 1
All 1 funding rounds of Tag Assoc with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2006 | $121,784 | Grant | – | – |
1 investors in total: 1 institutional.
Investors in Tag Assoc
Tag Assoc has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include HUD Exchange.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Resources and assistance are provided to HUD's community partners. | hudexchange.info | United States |
Investor details for Tag Assoc
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Tag Assoc
4 people are tracked at Tag Assoc (3 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Jonathan M. Bergman, CFP | President | Leadership |
Neil Shapiro | Head Of Family Office Practice | Leadership |
Galina Portnoy, CPA | Managing Director | Leadership |
Farahana Ali | Investment Analyst | Team |
Complete people profiles for Tag Assoc
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- Full employee list
- Team structure
- Board tenure
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Verified entity values are shown only after access is granted.
Timeline of Tag Assoc
2 dated milestones of Tag Assoc across 23 years, from founding to its latest funding, stage changes and deals.
- Founded Tag Assoc is founded.
- Funding First funding round of $122K.
Competitors of Tag Assoc
Tag Assoc has 3 listed competitors in our database, 2 of them funded. They include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| stonehagefleming.com | 1976 | Philadelphia, United States | $116.44M | Multi-family office services are provided to high-net-worth clients. | ||
| rockco.com | 1882 | New York, United States | $622M | Multi-family office services are provided to high-net-worth clients. | ||
| pathstone.com | 2010 | Fort Lee, United States | 200 | Provider of multi family office services |
Detailed competitors of Tag Assoc
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Tag Assoc
The website of Tag Assoc (tagassoc.com) receives about 2.5K visits a month.
- Monthly visits2.5K
▲ 2.6% vs previous month
Websites whose visitors overlap most with Tag Assoc. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
trenddynamics.com | trenddynamics.com | 100% | – | ||
| trademarkcapital.com | 100% | 1.6K | #10,049,282 | View details | |
| tfscapital.com | 100% | View details | |||
tamfish.com | tamfish.com | 100% | – | ||
| towleco.com | 100% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 19 similar websites and full traffic analytics for Tag Assoc
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- 19 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Tag Assoc (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Tag Assoc
Complete news archive for Tag Assoc
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Frequently Asked Questions about Tag Assoc
Tag Assoc was founded in 1983 and raised its 1st funding round 23 years after it was founded.
Tag Assoc is headquartered in New York, United States. It is registered at New York, New York, United States.
Tag Assoc was founded in 1983 and is headquartered in New York, United States. Operations focus on the financial services sector, where wealth management solutions are delivered to multi-family and single-family offices. Services encompass advisory and portfolio management tailored to high-net-worth clients, with activities centered in the U.S. market. The company maintains a domain at tagassoc.com for its online presence.
Tag Assoc's top competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Pathstone Federal Street.
Tag Assoc offers Portfolio Management, Family Office Services, and Approach to Alternatives.
Tag Assoc has 1 investor. Key investors include HUD Exchange.
Tag Assoc operates through Tag Associates Llc.