When was BFM Invest founded?

BFM Invest was founded in 2009.

Where is BFM Invest located?

BFM Invest is headquartered in Boston, United States.

Who is the current CEO of BFM Invest?

Marcus Benjamin of BFM Invest. They have also founded 1 company.

How many employees does BFM Invest have?

As of Jul 01, 2024, the latest employee count at BFM Invest is 11 - 50.

Is BFM Invest a funded company?

BFM Invest is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does BFM Invest rank among its competitors?

BFM Invest ranks 1250th amongst 2170 active competitors, of which 47 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Creative Planning, which secured an undisclosed amount in Sep, 2024.

Who are the top competitors of BFM Invest?

BFM Invest's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Creative Planning secured the most recent funding round in September, 2024.

BFM Invest - 2026 Company Profile, Team & Competitors

BFM Invest is an unfunded company based in Boston (United States), founded in 2009 by John Domres and Marcus Benjamin. It operates as a Provider of wealth management and investment advisory services for organizations. BFM Invest has not raised any funding yet. The company has 2170 active competitors, including 47 funded and 297 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Provider of wealth management and investment advisory services for organizations. The company delivers investment, fiduciary, and risk management services to nonprofit organizations. It offers wealth planning and portfolio management for individuals and families. Committee education, donor development, and performance reporting are available.

Key Metrics

Founded Year

2009

Location

Boston, United States

Stage

Unfunded

Ranked

1250^th among 2170 active competitors

Employee Count

11 - 50 as on Jul 01, 2024

Similar Companies

AXA & 6723 more

View BFM Invest's full profile

BFM Invest has not raised any funding rounds yet.

The founders of BFM Invest are John Domres and Marcus Benjamin. Marcus Benjamin is the CEO of BFM Invest.

Here are the details of BFM Invest's key team members:

John Domres: Owner & Operator of BFM Invest.
Marcus Benjamin: CEO & Founder of BFM Invest.

View details of BFM Invest's Founder profiles and Board Members

BFM Invest's employee count trend

BFM Invest has 11 - 50 employees as of Jul 24. Here is BFM Invest's employee count trend over the years:

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Top competitors of BFM Invest include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of BFM Invest, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 13 others	72/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	65/100
5th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	General Atlantic, TPG	65/100
6th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
7th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, 1st & Main	62/100
8th	High Tower 2008, Chicago (United States), Series E	Provider of wealth management services	$129M	Thomas H Lee Partners, Continental Investment Partners ... & 6 others	62/100
9th	Choice 1992, Mumbai (India), Public	Full-service investment banking firm	-	Plutus Wealth Management & 1 others	62/100
10th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	61/100
1250th	BFM Invest 2009, Boston (United States), Unfunded	Provider of wealth management and investment advisory services for organizations	-	-	18/100