TwinFocus

Boston, United States
TwinFocus is engaged in providing family office and wealth management services.
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About TwinFocus

TwinFocus is a company based in Boston (United States). It operates as a Professional Services. TwinFocus offers products and services including Family Office Management, Investment Services, Direct Investments, Real Estate Advisory, and M&A Advisory. TwinFocus operates in a competitive market with competitors including Rockefeller Capital Management, Pathstone Federal Street, Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Cresset Capital Management, among others.

  • Headquarter Boston, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Twinfocus Capital Partners, Llc
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of TwinFocus

TwinFocus offers a comprehensive portfolio of products and services, including Family Office Management, Investment Services, Direct Investments, Real Estate Advisory, and M&A Advisory. 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.

Primary

Comprehensive family office services are provided for clients.

Investment advisory services are offered to manage wealth.

Direct investment opportunities are facilitated for client portfolios.

Advisory services for real estate investments are provided.

Mergers and acquisitions advisory services are offered expertly.

Sustainable and responsible investment options are made available.

People of TwinFocus
Headcount 10-50
Employee Profiles 12
Employee Profiles
People
Gabrielle Cyr
Senior Accountant
People
John Pantekidis CFA JD
Chief Investment Officer, General Counsel & Partner
People
Jonathan Perry
Chief Financial Officer, Managing Director of Business Operations
People
Brody Gardner
Senior Accountant

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Funding Insights of TwinFocus

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by TwinFocus

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - TwinFocus

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Twinfocus Comparisons

Employees
+
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Competitors of TwinFocus

TwinFocus 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 Rockefeller Capital Management, Pathstone Federal Street, Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Cresset Capital Management, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multi-family office services are provided to high-net-worth clients.
domain founded_year HQ Location
Provider of multi family office services
domain founded_year HQ Location
Multi-family office services are provided to high-net-worth clients.
domain founded_year HQ Location
Multi-family office services are provided for asset management needs.
domain founded_year HQ Location
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
domain founded_year HQ Location
Provides equity capital and strategic advice to growth-oriented companies across sectors.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Twinfocus

Frequently Asked Questions about TwinFocus

Where is TwinFocus located?

TwinFocus is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

What does TwinFocus do?

TwinFocus is involved in offering comprehensive family office management, investment services, and direct investment opportunities. Specialized advisory in real estate and mergers acquisitions is provided alongside responsible investing options. Services are tailored for high-net-worth individuals, business owners, and institutions. The focus is placed on simplifying wealth management complexities and ensuring client priorities are met across various financial sectors.

Who are the top competitors of TwinFocus?
What products or services does TwinFocus offer?

TwinFocus offers Family Office Management, Investment Services, Direct Investments, Real Estate Advisory, and 2 more products and services.

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