Weild & Co

New York, United States Founded: 2013 • Age: 13 yrs
Investment management firm

About Weild & Co

Weild & Co is a company based in New York (United States) founded in 2013 by David Weild.. Weild & Co has raised $2.69 million across 2 funding rounds. Weild & Co offers products and services including Weild & Co. Platform and Financial Services. Weild & Co operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

  • Headquarter New York, United States
  • Founders David Weild
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Weild & Co.
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $2.69 M (USD)

    in 2 rounds

  • Latest Funding Round
    $748 K (USD), Seed

    Nov 21, 2018

  • Investors
  • Employee Count
    Employee Count
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Products & Services of Weild & Co

Weild & Co offers a comprehensive portfolio of products and services, including Weild & Co. Platform and Financial Services. 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

Cloud-based system for remote financial services and collaboration.

Comprehensive financial advisory for various industries and clients.

People of Weild & Co
Headcount 10-50
Employee Profiles 27
Board Members and Advisors 4
Employee Profiles
People
Thor Webster-Booker
Managing Director
People
Roger Zickfeld
Managing Director
People
Morry C. Davis
Director & Advisor
People
Rick Szambel
Managing Director Investment Banking

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Board Members and Advisors
people
Jim Burke
Board Member
people
Daniel DeWolf
Board Member
people
Chip Dempsey
Board Member
people
Mark Ranalli
Board Member

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Funding Insights of Weild & Co

Weild & Co has successfully raised a total of $2.69M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $748 thousand completed in November 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 2
  • Last Round Seed — $748,000
  • First Round

    (03 Apr 2015)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Nov, 2018 Amount Seed - Weild & Co Valuation

investors

Apr, 2015 Amount Seed - Weild & Co Valuation

investors

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 Weild & Co

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 - Weild Co

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

Weild & Co Comparisons

Employees
+
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Competitors of Weild & Co

Weild & Co 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
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
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.

Frequently Asked Questions about Weild & Co

When was Weild & Co founded?

Weild & Co was founded in 2013 and raised its 1st funding round 2 years after it was founded.

Where is Weild & Co located?

Weild & Co is headquartered in New York, United States. It is registered at New York, New York, United States.

Who is the current CEO of Weild & Co?

David Weild is the current CEO of Weild & Co. They have also founded this company.

Is Weild & Co a funded company?

Weild & Co is a funded company, having raised a total of $2.69M across 2 funding rounds to date. The company's 1st funding round was a Seed of $1.95M, raised on Apr 03, 2015.

What does Weild & Co do?

Weild Co offers Weild Co. Platform, Financial Services while focusing on offering financial products and advice, managing assets, and diversified. Investment management firm. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs. It continues to evolve, meeting industry challenges with strategic approaches.

Who are the top competitors of Weild & Co?

Weild & Co's top competitors include Fidelity Investments, Investec and Guggenheim Partners.

What products or services does Weild & Co offer?

Weild & Co offers Weild & Co. Platform and Financial Services.

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