About Williams Jones
Williams Jones is a company based in New York (United States) founded in 1988 by William P Jones. It operates as a B2C. The company has 37 employees as of December 31, 2021. Williams Jones offers products and services including Wealth Management, Investment Management, and Financial Planning. Williams Jones operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter New York, United States
- Employees 37 as on 31 Dec, 2021
- Founders William P Jones
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
- Legal Name Williams Jones Wealth Management, 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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Investors
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Employee Count
37
as on Dec 31, 2021
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Products & Services of Williams Jones
Williams Jones offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, and Financial 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.
Customized strategies for preserving and growing client wealth.
Manages portfolios across asset classes for risk-adjusted returns.
Develops personalized plans to meet individual financial goals.
Funding Insights of Williams Jones
| 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 Williams Jones
| 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 - Williams Jones
| 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 |
Williams Jones Comparisons
Competitors of Williams Jones
Williams Jones 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, Morgan Stanley, Investec, 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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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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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 |
|---|---|---|---|---|
| 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 Williams Jones
Frequently Asked Questions about Williams Jones
When was Williams Jones founded?
Williams Jones was founded in 1988.
Where is Williams Jones located?
Williams Jones is headquartered in New York, United States. It is registered at New York, New York, United States.
How many employees does Williams Jones have?
As of Dec 31, 2021, the latest employee count at Williams Jones is 37.
What does Williams Jones do?
Williams Jones Wealth Management focuses on preserving and growing client capital through personalized investment strategies and financial planning. The firm operates as a fiduciary, emphasizing long-term objectives without unnecessary risk, and offers expertise in multiple asset classes. Based in the United States, it serves wealthy individuals with tailored solutions, including portfolio management and advisory services, while prioritizing client loyalty and comprehensive needs.
Who are the top competitors of Williams Jones?
Williams Jones's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Williams Jones offer?
Williams Jones offers Wealth Management, Investment Management, and Financial Planning.
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