About TRB Advisors
TRB Advisors is a Technology company based in New York (United States) founded in 2010 by Timothy Barakett and Timothy R Barakett. TRB Advisors LP is a private investment firm managing investments since 2010. It operates on a B2B model. TRB Advisors has completed 1 acquisition, including Talcott Financial Group. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Its legal entity is TRB Advisors LP. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
TRB Advisors LP is a private investment firm founded in 2010, focusing on private investments without offering public advisory services. It operates through its website and emphasizes non-solicitation of clients. The firm does not engage in direct consumer interactions, instead targeting institutional or private entities. While specific locations are not detailed, it maintains a professional online presence. Its activities involve investment management, adhering to privacy and regulatory standards, though client details are not specified.
- Headquarters New York, United States
- Founders Timothy Barakett, Timothy R Barakett
- SectorsTechnology
- Website trbadvisors.com
- Legal Name Trb Advisors Lp
- Investments & Acquisitions
People of TRB Advisors
3 people are tracked at TRB Advisors (3 in leadership).
| Name | Role | Group |
|---|---|---|
Timothy Barakett | Founder | Leadership |
Timothy R Barakett | Founder, Chairman | Leadership |
Trezzo | Owner | Leadership |
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Investments & Acquisitions by TRB Advisors
TRB Advisors has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Talcott Financial Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Talcott Financial Group is engaged in providing insurance and financial solutions. | talcottresolution.com | Windsor, United States | 2017 | Dec 2017 | $2.05B |
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Timeline of TRB Advisors
2 dated milestones of TRB Advisors across 7 years, from founding to its latest funding, stage changes and deals.
- Founded TRB Advisors is founded.
- Acquisition Acquires Talcott Financial Group.
Competitors of TRB Advisors
TRB Advisors has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| 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. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of TRB Advisors
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as TRB Advisors (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Trb Advisors
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Frequently Asked Questions about TRB Advisors
TRB Advisors was founded in 2010.
TRB Advisors is headquartered in New York, United States. It is registered at New York, New York, United States.
TRB Advisors LP is a private investment firm founded in 2010, focusing on private investments without offering public advisory services. It operates through its website and emphasizes non-solicitation of clients. The firm does not engage in direct consumer interactions, instead targeting institutional or private entities. While specific locations are not detailed, it maintains a professional online presence. Its activities involve investment management, adhering to privacy and regulatory standards, though client details are not specified.
TRB Advisors's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
TRB Advisors has made 1 acquisition, including Talcott Financial Group.
TRB Advisors operates through Trb Advisors Lp.