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
Locked
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Phone
Locked
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Website
Locked
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
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Investors
Davy Group
& 1 more
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Employee Count
Not available
- 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.
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
Detailed funding history for Trusted Advisor Group
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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 |
|---|---|---|---|---|
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Wealth management services are provided to clients in Ireland.
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Locked | Locked | Locked | |
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Brokerage solutions are provided by ClearChoice for financial advisors.
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Locked | Locked | Locked |
Investor details for Trusted Advisor Group
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Investments & Acquisitions by Trusted Advisor Group
Investment portfolio details for Trusted Advisor Group
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Financial Statements - Trusted Advisor Group
Detailed financials for Trusted Advisor Group
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Trusted Advisor Group Comparisons
Peer comparison for Trusted Advisor Group
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Competitors of Trusted Advisor Group
Detailed competitors of Trusted Advisor Group
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Latest news on Trusted Advisor Group
Complete news archive for Trusted Advisor Group
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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.