About The Mutual Fund Store
The Mutual Fund Store is a company based in Overland Park (United States) founded in 1996 was acquired by Financial Engines in November 2015.. The company has 2 employees as of September 30, 2015. The Mutual Fund Store has completed 1 acquisition, including Low Cost Life Insurance. The Mutual Fund Store operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Overland Park, United States
- Employees 2 as on 30 Sep, 2015
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name The Mutual Fund Store Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Warburg Pincus
& 2 more
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Employee Count
2
as on Sep 30, 2015
- Investments & Acquisitions
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Acquired by
Financial Engines
(Nov 05, 2015)
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Finance and Accounting
128 people
Leadership Team
43 people
Software Development Team
20 people
Sales and Marketing
19 people
Data Analysis and Operations Team
13 people
Legal and Compliance
11 people
Senior Team
10 people
Sr. Team
5 people
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Funding Insights of The Mutual Fund Store
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2011 | Amount | Series C - The Mutual Fund Store | Valuation |
investors |
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| Feb, 2006 | Amount | Private Equity Round - The Mutual Fund Store | Valuation |
investors |
| 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 The Mutual Fund Store
The Mutual Fund Store has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Warburg Pincus, Financial Engines and Summit Partners. 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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Multi-stage private equity investments are pursued across diverse sectors.
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Founded Year | Domain | Location | |
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Summit Partners is recognized as a growth equity investment firm.
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Founded Year | Domain | Location | |
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Employer-enabled financial planning platform
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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 The Mutual Fund Store
The Mutual Fund Store has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Low Cost Life Insurance. 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
|
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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Life insurance services are provided to policyholders.
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1985 |
| 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 - The Mutual Fund Store
| 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 Mutual Fund Store Comparisons
Competitors of The Mutual Fund Store
The Mutual Fund Store 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 Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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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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Frequently Asked Questions about The Mutual Fund Store
When was The Mutual Fund Store founded?
The Mutual Fund Store was founded in 1996 and raised its 1st funding round 10 years after it was founded.
Where is The Mutual Fund Store located?
The Mutual Fund Store is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
How many employees does The Mutual Fund Store have?
As of Sep 30, 2015, the latest employee count at The Mutual Fund Store is 2.
What does The Mutual Fund Store do?
The Mutual Fund Store was founded in 1996 and is headquartered in Overland Park, United States. Operations focus on the financial services sector, where investment advisory and wealth management are handled. Mutual fund investments, portfolio management, and financial planning services are offered to individual and institutional clients across the country. The firm operates through its online domain and physical locations to support client needs in asset allocation and retirement strategies.
Who are the top competitors of The Mutual Fund Store?
The Mutual Fund Store's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
How many acquisitions has The Mutual Fund Store made?
The Mutual Fund Store has made 1 acquisition, including Low Cost Life Insurance.
Who are The Mutual Fund Store's investors?
The Mutual Fund Store has 3 investors. Key investors include Warburg Pincus, Financial Engines, and Summit Partners.