About Trajan Wealth
Trajan Wealth is a company based in Scottsdale (United States) founded in 2012. It operates as a B2C, and D2C. Trajan Wealth offers products and services including Wealth Management, Retirement Planning, Estate Planning, and Tax Planning. Trajan Wealth operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter Scottsdale, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Trajan Wealth, Llc
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Annual Revenue
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Products & Services of Trajan Wealth
Trajan Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Retirement Planning, Estate Planning, and Tax Planning. 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.
Offers personalized investment strategies for wealth building.
Provides strategies for income planning and annuities.
Assists with wills, trusts, and asset protection.
Evaluates options for tax strategies and preparation.
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Funding Insights of Trajan Wealth
| 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 |
Investments & Acquisitions by Trajan Wealth
| 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 - Trajan Wealth
| 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 |
Trajan Wealth Comparisons
Competitors of Trajan Wealth
Trajan Wealth 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, Guggenheim Partners and S&P Global, 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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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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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 |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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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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| 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 Trajan Wealth
When was Trajan Wealth founded?
Trajan Wealth was founded in 2012.
Where is Trajan Wealth located?
Trajan Wealth is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.
What does Trajan Wealth do?
Trajan Wealth is a fiduciary financial advisory firm that focuses on wealth management, retirement planning, estate services, and tax strategies. It operates through customized portfolios and expert guidance, serving individual clients across various life stages. Based in Scottsdale, Arizona, it emphasizes transparency and education to help clients build wealth and protect legacies.
Who are the top competitors of Trajan Wealth?
Trajan Wealth's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Trajan Wealth offer?
Trajan Wealth offers Wealth Management, Retirement Planning, Estate Planning, and Tax Planning.