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
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website trustedadvisorgroup.ie
- Social LinkedIn X Facebook
- Acquired by ClearChoice (Jan 2019)
- InvestorsDavy Group
& 1 more
- Acquired by
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.
Provides access to resources and events for financial advisors
Offers CPD hours and industry knowledge sharing sessions
Facilitates best practices and member forum interactions
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients in Ireland. | 1926 | davy.ie | Dublin, Ireland | |
Brokerage solutions are provided by ClearChoice for financial advisors. | – | clearchoice.ie | Stillorgan, Ireland |
Investor details for Trusted Advisor Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Trusted Advisor Group
3 dated milestones of Trusted Advisor Group across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Trusted Advisor Group is founded.
- Exit Acquired by Davy Group.
- Exit Acquired by ClearChoice.
Web traffic of Trusted Advisor Group
The website of Trusted Advisor Group (trustedadvisorgroup.ie) receives about 2.7K visits a month.
- Monthly visits2.7K
▲ 2233.5% vs previous month
Websites whose visitors overlap most with Trusted Advisor Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
google.co.uk | google.co.uk | 100% | – | #355 | – |
Latest news on Trusted Advisor Group
Complete news archive for Trusted Advisor Group
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Trusted Advisor Group
10 companies that operate in the same segment as Trusted Advisor Group (Real Estate & Property Investment Funds), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | – | USD 6.2 B | 3,200 | |
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | – | USD 20.29 B | 4,830 | |
Bridge Investment Group is engaged in alternative investment management for commercial real estate. | 2009 | Salt Lake City, Utah, United States | – | USD 463.3 M | 2,250 | |
Private equity firm focused on multiple sectors and fund of funds focused on debt investments | 1898 | New York, New York, United States | – | USD 8.93 M | – | |
Sustainable project development and maintenance services are provided worldwide. | 1958 | Melbourne, Victoria, Australia | – | USD 3.75 B | – | |
Commercial properties are acquired, developed, and managed by Drawbridge Realty. | 1999 | San Francisco, California, United States | USD 240 M | – | – | |
Private debt fund focused on multiple sectors | 1967 | New York, New York, United States | – | USD 14.5 M | – | |
Mutual fund management and investment services in India. | 2011 | Mumbai, Maharashtra, India | – | USD 256.02 K | – | |
Real estate fund focused on residential and commercial properties | 1984 | Augsburg, Bavaria, Germany | – | USD 312.46 M | 887 | |
Multiple real estate strategies are pursued across various sectors. | 1944 | London, England, United Kingdom | – | – | 610 |
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Frequently Asked Questions about Trusted Advisor Group
Trusted Advisor Group was founded in 2011.
Trusted Advisor Group is headquartered in Dublin, Ireland.
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.
Trusted Advisor Group offers Membership Plans, Quarterly Events, and Online Portal.
Trusted Advisor Group has 2 investors. Key investors include Davy Group, and ClearChoice.
Yes. Trusted Advisor Group was acquired by ClearChoice in January 2019.