About Viridian Advisors
Viridian Advisors is a company based in Bothell (United States) founded in 2009 was acquired by Edelman Financial Engines in May 2021.. Viridian Advisors offers products and services including Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate Planning. Viridian Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Bothell, United States
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Sectors
Financial Services
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Phone
*********
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Website
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Social
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- Legal Name Edelman Financial Engines, Llc
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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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Employee Count
Employee Count
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Acquired by
Edelman Financial Engines
(May 19, 2021)
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Products & Services of Viridian Advisors
Viridian Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate Planning. 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.
Service for creating personalized financial strategies.
Manages investments to optimize client returns.
Assists in preparing for and managing retirement funds.
Provides strategies to minimize tax liabilities.
Helps in organizing and protecting client estates.
Funding Insights of Viridian Advisors
| 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 |
Investors in Viridian Advisors
Viridian Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Edelman Financial Engines. 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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Diversified investment management services are provided to clients.
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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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Venture capital is directed toward companies in multiple sectors.
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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 Viridian Advisors
| 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 - Viridian Advisors
| 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 |
Viridian Advisors Comparisons
Competitors of Viridian Advisors
Viridian Advisors 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 Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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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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On-demand services are booked through an app-based platform.
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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 Viridian Advisors
Frequently Asked Questions about Viridian Advisors
When was Viridian Advisors founded?
Viridian Advisors was founded in 2009.
Where is Viridian Advisors located?
Viridian Advisors is headquartered in Bothell, United States. It is registered at Bothell, Washington, United States.
What does Viridian Advisors do?
Viridian Advisors was established in 2009 in Bothell, United States, as a firm focused on the financial sector. A range of investment management services is offered, including portfolio diversification and financial advising. Operations are centered in the United States, with key personnel such as Bruce Yates contributing as a financial advisor. The firm handles various investment strategies for clients seeking managed assets.
Who are the top competitors of Viridian Advisors?
Viridian Advisors's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Viridian Advisors offer?
Viridian Advisors offers Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate Planning.
Who are Viridian Advisors's investors?
Viridian Advisors has 1 investor. Key investors include Edelman Financial Engines.