About The Money Advisor Group
The Money Advisor Group is a company based in Columbus (United States) founded in 2014 was acquired by BIP Wealth in April 2024.. The Money Advisor Group offers products and services including 401(k) Road Map, Retirement Calculators, and Retirement Plan Documents. The Money Advisor Group operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
- Headquarter Columbus, United States
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Sectors
Technology
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Phone
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Website
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Annual Revenue
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Net Profit
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
BIP Wealth
(Apr 29, 2024)
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Products & Services of The Money Advisor Group
The Money Advisor Group offers a comprehensive portfolio of products and services, including 401(k) Road Map, Retirement Calculators, and Retirement Plan Documents. 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.
Guide for custom retirement plans and investment choices.
Estimates savings needs and impacts of withdrawals.
Resources for plan customization and management.
Funding Insights of The Money Advisor Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 The Money Advisor Group
The Money Advisor Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include BIP Wealth. 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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Offers wealth management, estate planning, and investment advice to clients and 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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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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Investments & Acquisitions by The Money Advisor Group
| 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 - The Money Advisor Group
| 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 |
The Money Advisor Group Comparisons
Competitors of The Money Advisor Group
The Money Advisor Group 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 The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, 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 |
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| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial planning and advisory platform
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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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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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 The Money Advisor Group
Frequently Asked Questions about The Money Advisor Group
When was The Money Advisor Group founded?
The Money Advisor Group was founded in 2014.
Where is The Money Advisor Group located?
The Money Advisor Group is headquartered in Columbus, United States. It is registered at Columbus, Ohio, United States.
What does The Money Advisor Group do?
The Money Advisor Group was established in 2014 and is headquartered in Columbus, United States. An online platform is utilized to deliver wealth management services within the financial advisory sector. Retirement planning, wealth advisory, and comprehensive financial planning are included among the core offerings. Operations focus on providing tailored advisory solutions to clients across various financial needs.
Who are the top competitors of The Money Advisor Group?
The Money Advisor Group's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does The Money Advisor Group offer?
The Money Advisor Group offers 401(k) Road Map, Retirement Calculators, and Retirement Plan Documents.
Who are The Money Advisor Group's investors?
The Money Advisor Group has 1 investor. Key investors include BIP Wealth.