About Tocqueville Asset Management
Tocqueville Asset Management is a company based in New York (United States) founded in 1985. It operates as a B2B, and B2C. Tocqueville Asset Management offers products and services including Wealth Management Services and Mutual Funds. Tocqueville Asset Management operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter New York, 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
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- Legal Name Tocqueville Asset Management L.P.
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Annual Revenue
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Latest Funding Round
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Employee Count
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Products & Services of Tocqueville Asset Management
Tocqueville Asset Management offers a comprehensive portfolio of products and services, including Wealth Management Services and Mutual Funds. 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.
Provides tailored strategies for wealth preservation and growth
Manages funds for long-term returns and capital protection
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Funding Insights of Tocqueville Asset Management
| 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 |
Investments & Acquisitions by Tocqueville Asset Management
| 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 - Tocqueville Asset Management
| 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 |
Tocqueville Asset Management Comparisons
Competitors of Tocqueville Asset Management
Tocqueville Asset Management 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, 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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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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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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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Tocqueville Asset Management
Frequently Asked Questions about Tocqueville Asset Management
When was Tocqueville Asset Management founded?
Tocqueville Asset Management was founded in 1985.
Where is Tocqueville Asset Management located?
Tocqueville Asset Management is headquartered in New York, United States. It is registered at New York, New York, United States.
What does Tocqueville Asset Management do?
Tocqueville Asset Management specializes in preserving and growing clients wealth through conservative investment strategies and proprietary research. They focus on long-term returns, capital preservation, and tailored services for families and institutions, avoiding risky ventures. Based in New York and Vero Beach, they emphasize ethical, goal-oriented approaches to meet generational challenges.
Who are the top competitors of Tocqueville Asset Management?
Tocqueville Asset Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Tocqueville Asset Management offer?
Tocqueville Asset Management offers Wealth Management Services and Mutual Funds.