About Traub Capital Management
Traub Capital Management is a company based in Needham (United States) founded in 2003 by Heydon Traub. It operates as a B2B, and B2C. Traub Capital Management offers products and services including Investment Management and Investment Planning. Traub Capital Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Needham, United States
- Founders Heydon Traub
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Sectors
Financial Services
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Phone
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Website
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- Legal Name Traub Capital Management, Llc
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Traub Capital Management
Traub Capital Management offers a comprehensive portfolio of products and services, including Investment Management and Investment 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.
Provides services to manage investments and plan finances for clients.
Offers strategies for maximizing returns relative to risk.
Funding Insights of Traub Capital 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 Traub Capital 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 - Traub Capital Management
| 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 |
Traub Capital Management Comparisons
Competitors of Traub Capital Management
Traub Capital 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 Fidelity Investments, Morgan Stanley, Investec, 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 |
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| 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 |
Wealth management, investment advisory, and financial services are provided.
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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 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 |
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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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Latest news on Traub Capital Management
Frequently Asked Questions about Traub Capital Management
When was Traub Capital Management founded?
Traub Capital Management was founded in 2003.
Where is Traub Capital Management located?
Traub Capital Management is headquartered in Needham, United States. It is registered at Needham, Massachusetts, United States.
Who is the current CEO of Traub Capital Management?
Heydon Traub is the current CEO of Traub Capital Management. They have also founded this company.
What does Traub Capital Management do?
Traub Capital Management is a registered investment adviser based in Needham, Massachusetts, founded in 2003. It focuses on maximizing returns relative to risk through a value-oriented approach, managing assets totaling 167 million. The firm serves individuals and small to mid-size corporations or institutions with investment management and planning services. Heydon Traub leads the company, drawing from extensive experience in global equities and asset allocation.
Who are the top competitors of Traub Capital Management?
Traub Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Traub Capital Management offer?
Traub Capital Management offers Investment Management and Investment Planning.