About Walknercondon
Walknercondon is a company. It operates as a B2C, and Fee-based Advisory. The company has 11 employees as of December 31, 2022. Walknercondon offers products and services including Retirement Planning, Education Planning, Tax Planning, Investment Management, and Estate Planning.
- Employees 11 as on 31 Dec, 2022
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Sectors
Business ServicesFinancial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Walkner Condon Financial Advisors
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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
11
as on Dec 31, 2022
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Products & Services of Walknercondon
Walknercondon offers a comprehensive portfolio of products and services, including Retirement Planning, Education Planning, Tax Planning, Investment Management, 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.
Strategic planning for secure retirement income and tax efficiency.
Funding options like 529 plans for educational expenses and growth.
Optimizing taxes through Roth conversions and income strategies.
Tailored portfolios focusing on diversification and risk mitigation.
Review of wills and trusts for asset transition and tax benefits.
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Funding Insights of Walknercondon
| 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 |
Investments & Acquisitions by Walknercondon
| 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 - Walknercondon
| 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 |
Walknercondon Comparisons
Competitors of Walknercondon
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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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Latest news on Walknercondon
Frequently Asked Questions about Walknercondon
How many employees does Walknercondon have?
As of Dec 31, 2022, the latest employee count at Walknercondon is 11.
What does Walknercondon do?
Walkner Condon Financial Advisors is an independent, fee-only firm that delivers tailored financial planning and investment management services. They focus on retirement, education, and tax strategies, serving individuals, families, and entrepreneurs through a transparent, fiduciary approach. Based in Madison, Wisconsin, they emphasize education-first methods and risk management to help clients achieve long-term financial goals, while minimizing taxes and aligning with personal values.
What products or services does Walknercondon offer?
Walknercondon offers Retirement Planning, Education Planning, Tax Planning, Investment Management, and Estate Planning.