About W.E. Donoghue
W.E. Donoghue is a Financial Services company based in Boston (United States) founded in 1986 by William Donoghue, and was acquired by Minella Capital Management in July 2016. Investment management services are provided to clients by the firm. W.E. Donoghue has completed 1 acquisition, including JAForlines Global. W.E. Donoghue offers products and services including Global Tactical Portfolios, Rules-Based Portfolios, Blended Portfolios, and Mutual Funds. Its focus areas include Asset Management and Diversified. Its legal entity is Donoghue Forlines LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
W.E. Donoghue was founded in 1986 by William Donoghue in Boston, United States. Operations are centered on investment management within the financial sector. Services include portfolio management and advisory for various assets. The firm is headquartered in Boston, serving clients primarily in the United States. Focus is maintained on established investment strategies and market analysis.
- Headquarters Boston, United States
- Founders William Donoghue
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website donoghue.com
- Social LinkedIn
- Acquired by Minella Capital Management (Jul 2016)
- Legal Name Donoghue Forlines Llc
- Investors
- Investments & Acquisitions
- Acquired byMinella Capital Management
(Jul 2016)
Products & Services of W.E. Donoghue
W.E. Donoghue offers a comprehensive portfolio of products and services, including Global Tactical Portfolios, Rules-Based Portfolios, Blended Portfolios, and Mutual Funds.
Portfolios that manage risk and growth through tactical strategies
Strategies using rules for asset allocation and risk control
Combined approaches for balanced investment management
Funds focused on proactive market risk management
Investors in W.E. Donoghue
W.E. Donoghue has secured backing from 1 investor. Prominent investors backing the company include Minella Capital Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Minella Capital Management LLC is engaged in business consulting and marketing. | minellacap.com | Naples, United States |
Investor details for W.E. Donoghue
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People of W.E. Donoghue
1 people are tracked at W.E. Donoghue (1 in leadership).
| Name | Role | Group |
|---|---|---|
William Donoghue | Founder | Leadership |
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Investments & Acquisitions by W.E. Donoghue
W.E. Donoghue has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include JAForlines Global.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Fundamental investment strategies are provided through an online platform. | jaforlines.com | Locust Valley, United States | 2016 | Dec 2017 | •••• |
Complete acquisition details for W.E. Donoghue
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Timeline of W.E. Donoghue
3 dated milestones of W.E. Donoghue across 31 years, from founding to its latest funding, stage changes and deals.
- Founded W.E. Donoghue is founded.
- Exit Acquired by Minella Capital Management.
- Acquisition Acquires JAForlines Global.
Competitors of W.E. Donoghue
W.E. Donoghue has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of W.E. Donoghue
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Top companies in Asset Management
3 companies that operate in the same segment as W.E. Donoghue (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about W.E. Donoghue
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Frequently Asked Questions about W.E. Donoghue
W.E. Donoghue was founded in 1986.
W.E. Donoghue is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
W.E. Donoghue was founded in 1986 by William Donoghue in Boston, United States. Operations are centered on investment management within the financial sector. Services include portfolio management and advisory for various assets. The firm is headquartered in Boston, serving clients primarily in the United States. Focus is maintained on established investment strategies and market analysis.
W.E. Donoghue's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
W.E. Donoghue offers Global Tactical Portfolios, Rules-Based Portfolios, Blended Portfolios, and Mutual Funds.
W.E. Donoghue has made 1 acquisition, including JAForlines Global.
W.E. Donoghue has 1 investor. Key investors include Minella Capital Management.
W.E. Donoghue operates through Donoghue Forlines Llc.
Yes. W.E. Donoghue was acquired by Minella Capital Management in July 2016.