About Trusted Advisor Group
Trusted Advisor Group is a company based in Dublin (Ireland) founded in 2011 was acquired by ClearChoice in January 2019.. Trusted Advisor Group offers products and services including Membership Plans, Quarterly Events, and Online Portal.
- Headquarter Dublin, Ireland
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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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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Davy Group
& 1 more
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Employee Count
Employee Count
- Acquired by
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Products & Services of Trusted Advisor Group
Trusted Advisor Group offers a comprehensive portfolio of products and services, including Membership Plans, Quarterly Events, and Online Portal. 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 access to resources and events for financial advisors
Offers CPD hours and industry knowledge sharing sessions
Facilitates best practices and member forum interactions
Funding Insights of Trusted Advisor Group
| 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 |
Investors in Trusted Advisor Group
Trusted Advisor Group has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Davy Group and ClearChoice. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management services are provided to clients in Ireland.
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Founded Year | Domain | Location | |
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Brokerage solutions are provided by ClearChoice for financial advisors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Trusted Advisor Group
| 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 - Trusted Advisor Group
| 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 |
Trusted Advisor Group Comparisons
Competitors of Trusted Advisor Group
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Trusted Advisor Group
Frequently Asked Questions about Trusted Advisor Group
When was Trusted Advisor Group founded?
Trusted Advisor Group was founded in 2011.
Where is Trusted Advisor Group located?
Trusted Advisor Group is headquartered in Dublin, Ireland.
What does Trusted Advisor Group do?
TAG was established in 2011 and is headquartered in Dublin, Ireland. Operations focus on the financial sector, where advisory services are delivered to support client needs in areas such as investment guidance and risk management. The company serves businesses and individuals primarily within Ireland, drawing on local market knowledge to ensure compliance and strategic alignment in financial planning.
What products or services does Trusted Advisor Group offer?
Trusted Advisor Group offers Membership Plans, Quarterly Events, and Online Portal.
Who are Trusted Advisor Group's investors?
Trusted Advisor Group has 2 investors. Key investors include Davy Group, and ClearChoice.
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