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
- SectorsFinancial Services
- Website traubcapital.com
- Legal Name Traub Capital Management, Llc
Products & Services of Traub Capital Management
Traub Capital Management offers a comprehensive portfolio of products and services, including Investment Management and Investment Planning.
Provides services to manage investments and plan finances for clients.
Offers strategies for maximizing returns relative to risk.
People of Traub Capital Management
1 people are tracked at Traub Capital Management (1 in leadership).
| Name | Role | Group |
|---|---|---|
Heydon Traub | Founder, CEO | Leadership |
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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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of Traub Capital Management
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Latest news on Traub Capital Management
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Similar companies to Traub Capital Management
10 companies that operate in the same segment as Traub Capital Management (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Traub Capital Management
Traub Capital Management was founded in 2003.
Traub Capital Management is headquartered in Needham, United States. It is registered at Needham, Massachusetts, United States.
Heydon Traub is the current CEO of Traub Capital Management. They have also founded this company.
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.
Traub Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.
Traub Capital Management offers Investment Management and Investment Planning.
Traub Capital Management operates through Traub Capital Management, Llc.