About U.S. Boston Wealth
U.S. Boston Wealth is a company based in Lincoln (United States). It operates as a Professional Services, and Commission-Based. U.S. Boston Wealth has completed 1 acquisition, including Tech2000. U.S. Boston Wealth offers products and services including Wealth Management, Investment Advisory, and Venture Debt. U.S. Boston Wealth operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps, among others.
- Headquarter Lincoln, United States
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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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- Legal Name U.S. Boston Capital Corporation
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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
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of U.S. Boston Wealth
U.S. Boston Wealth offers a comprehensive portfolio of products and services, including Wealth Management, Investment Advisory, and Venture Debt. 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.
Wealth management services are provided for individual investors.
Investment advisory services are offered to various clients.
Venture debt solutions are provided for growing companies.
Funding Insights of U.S. Boston Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Investments & Acquisitions by U.S. Boston Wealth
U.S. Boston Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Tech2000. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Custom and off-the-shelf corporate learning solutions are provided.
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1991 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - U.S. Boston Wealth
| 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 |
U.S. Boston Wealth Comparisons
Competitors of U.S. Boston Wealth
U.S. Boston Wealth 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps, 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 |
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| domain | founded_year | HQ Location |
Mutual life insurance company
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Personal and business insurance products are provided nationwide.
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Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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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Frequently Asked Questions about U.S. Boston Wealth
Where is U.S. Boston Wealth located?
U.S. Boston Wealth is headquartered in Lincoln, United States. It is registered at Lincoln, Nebraska, United States.
What does U.S. Boston Wealth do?
U.S. Boston Wealth, operating as U.S. Boston Capital Corporation, is focused on delivering wealth management and investment advisory services to individual investors and companies seeking capital. Services are provided in sectors such as financial planning, personalized investment solutions, and proprietary alternative investments. Venture debt and lower middle market investing are also offered to support growth companies. The firm is committed to building long-term client relationships to enhance financial well-being. Operations are based in the United States, catering primarily to U.S. residents with a focus on tailored financial strategies.
Who are the top competitors of U.S. Boston Wealth?
U.S. Boston Wealth's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does U.S. Boston Wealth offer?
U.S. Boston Wealth offers Wealth Management, Investment Advisory, and Venture Debt.
How many acquisitions has U.S. Boston Wealth made?
U.S. Boston Wealth has made 1 acquisition, including Tech2000.