About The Solaris Group
The Solaris Group is a company based in New York (United States) founded in 2003 by Stephen Wells, Ralph Sinsheimer, and Albert Bellas was acquired by Klingenstein Fields Advisors in June 2019.. The Solaris Group operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter New York, United States
- Founders Stephen Wells, Ralph Sinsheimer, Albert Bellas
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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
*********
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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
Meeschaert
& 1 more
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Employee Count
Employee Count
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Acquired by
Klingenstein Fields Advisors
(Jun 14, 2019)
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Funding Insights of The Solaris Group
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov, 2007 | Amount | Series A - The Solaris Group | Valuation | Meeschaert |
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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 The Solaris Group
The Solaris Group has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Meeschaert and Klingenstein Fields Advisors. 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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Diversified investment management services are provided to clients worldwide.
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Founded Year | Domain | Location | |
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Provides personalized wealth planning and investment management services to clients.
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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 Solaris 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 Solaris 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 Solaris Group Comparisons
Competitors of The Solaris Group
The Solaris 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 Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, 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 |
M&A advisory, capital markets, and wealth management services are offered.
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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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 The Solaris Group
Frequently Asked Questions about The Solaris Group
When was The Solaris Group founded?
The Solaris Group was founded in 2003 and raised its 1st funding round 4 years after it was founded.
Where is The Solaris Group located?
The Solaris Group is headquartered in New York, United States. It is registered at New York, New York, United States.
What does The Solaris Group do?
The Solaris Group was established in 2003 in New York, United States, as a wealth management firm. Financial advisory and investment services are delivered to high-net-worth individuals and institutions. Operations are centered on portfolio management, estate planning, and risk assessment. The company is led by co-founders Stephen Wells, Ralph Sinsheimer, and Albert Bellas, with a focus on personalized strategies in the financial sector.
Who are the top competitors of The Solaris Group?
The Solaris Group's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Who are The Solaris Group's investors?
The Solaris Group has 2 investors. Key investors include Meeschaert, and Klingenstein Fields Advisors.