About Williamson Legacy Group
Williamson Legacy Group is a company based in Noblesville (United States) founded in 1984. It operates as a B2C, and Advisory Services. Williamson Legacy Group offers products and services including Investment Management, Wealth Management, and Client Relationships. Williamson Legacy Group operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter Noblesville, United States
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Sectors
Financial Services
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Email
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Phone
*********
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Website
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- Legal Name Williamson Legacy Group
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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
Employee Count
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Products & Services of Williamson Legacy Group
Williamson Legacy Group offers a comprehensive portfolio of products and services, including Investment Management, Wealth Management, and Client Relationships. 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 selecting and managing stocks to minimize risk.
Advisory for financial goals and risk tolerance planning.
Oversight of accounts and proactive client communication.
Funding Insights of Williamson Legacy Group
| 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 Williamson Legacy Group
| 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 - Williamson Legacy Group
| 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 |
Williamson Legacy Group Comparisons
Competitors of Williamson Legacy Group
Williamson Legacy Group 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 The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, 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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AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial advisory and wealth management are provided to healthcare professionals.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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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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| 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 Williamson Legacy Group
Frequently Asked Questions about Williamson Legacy Group
When was Williamson Legacy Group founded?
Williamson Legacy Group was founded in 1984.
Where is Williamson Legacy Group located?
Williamson Legacy Group is headquartered in Noblesville, United States. It is registered at Noblesville, Indiana, United States.
What does Williamson Legacy Group do?
Williamson Legacy Group is a financial advisory firm based in Noblesville, USA, specializing in wealth management through a proprietary process for security selection and risk management. They monitor stocks across various market sectors and offer tailored investment strategies using data from third-party sources. Services include overseeing client portfolios, coordinating financial plans, and addressing needs like tax and estate planning, while working with clients at different life stages to build long-term relationships.
Who are the top competitors of Williamson Legacy Group?
Williamson Legacy Group's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does Williamson Legacy Group offer?
Williamson Legacy Group offers Investment Management, Wealth Management, and Client Relationships.