About Yosemite Capital
Yosemite Capital is a company based in Newport Beach (United States) founded in 2001. It operates as a B2B, and B2C. Yosemite Capital offers products and services including Investment Management, Financial Planning, and Tax Planning and Strategy. Yosemite Capital operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter Newport Beach, 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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- Legal Name Yosemite Capital Management
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Annual Revenue
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Net Profit
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Latest Funding Round
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Products & Services of Yosemite Capital
Yosemite Capital offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, and Tax Planning and Strategy. 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.
Manages client portfolios to optimize returns and financial goals
Develops personalized plans for retirement and tax efficiency
Offers strategies to minimize taxes and protect assets
Funding Insights of Yosemite Capital
| 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 Yosemite Capital
| 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 - Yosemite Capital
| 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 |
Yosemite Capital Comparisons
Competitors of Yosemite Capital
Yosemite Capital 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, Guggenheim Partners and S&P Global, 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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Global banking, investment, and wealth management services are offered worldwide.
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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 |
Asset management and investment advisory services are provided to clients.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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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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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 Yosemite Capital
Frequently Asked Questions about Yosemite Capital
When was Yosemite Capital founded?
Yosemite Capital was founded in 2001.
Where is Yosemite Capital located?
Yosemite Capital is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.
What does Yosemite Capital do?
Yosemite Capital Management is a fiduciary firm dedicated to personalized wealth management, including investment advice, tax planning, and asset protection. Based in Newport Beach, California, they serve business owners, families, retirees, and women in wealth through tailored strategies that prioritize integrity and long-term security. Their team uses a holistic approach with over 150 years of combined experience to navigate financial complexities and build lasting legacies.
Who are the top competitors of Yosemite Capital?
Yosemite Capital's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Yosemite Capital offer?
Yosemite Capital offers Investment Management, Financial Planning, and Tax Planning and Strategy.