About York Wealth Management
York Wealth Management is a company based in United States founded in 2019. It operates as a B2C. York Wealth Management offers products and services including Financial Planning, Portfolio Management, Insurance Services, and Estate Planning. York Wealth Management operates in a competitive market with competitors including Fidelity Investments, Investec, HSBC, BNP Paribas and Nordea, among others.
- Headquarter 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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Social
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Annual Revenue
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Products & Services of York Wealth Management
York Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Portfolio Management, Insurance Services, 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.
Service for setting and achieving financial goals through consultations.
Management of client investments for growth and risk mitigation.
Advice on insurance policies to safeguard assets and income.
Planning for asset distribution and legacy preservation.
Funding Insights of York Wealth Management
| 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 York Wealth Management
| 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 - York Wealth Management
| 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 |
York Wealth Management Comparisons
Competitors of York Wealth Management
York Wealth Management 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, HSBC, BNP Paribas and Nordea, 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 |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Universal banking and financial advisory services are provided globally.
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| domain | founded_year | HQ Location |
Banking & financial service provider
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| domain | founded_year | HQ Location |
Nordea is recognized as a leading Nordic universal bank.
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| domain | founded_year | HQ Location |
Diversified insurance and asset management services are offered globally.
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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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Frequently Asked Questions about York Wealth Management
When was York Wealth Management founded?
York Wealth Management was founded in 2019.
Where is York Wealth Management located?
York Wealth Management is headquartered in United States.
What does York Wealth Management do?
York Wealth Management delivers personalized financial advisory services, starting with free initial consultations to discuss client situations and goals. They gather data on assets, liabilities, and plans, then provide customized recommendations for wealth building, retirement, and estate planning. Based in Liverpool, New York, they implement and monitor plans through ongoing reviews, serving individual clients seeking long-term financial stability.
Who are the top competitors of York Wealth Management?
York Wealth Management's top competitors include Fidelity Investments, Investec and HSBC.
What products or services does York Wealth Management offer?
York Wealth Management offers Financial Planning, Portfolio Management, Insurance Services, and Estate Planning.