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CMS Holdings - About the company

CMS Holdings is an unfunded company based in Memphis (United States), founded in 2019 by Dan Matuszewski, Bobby Cho and Julien Seguin. It operates as a Diversified asset management firm. CMS Holdings has not raised any funding yet, with a current valuation of $*****. The company has 11035 active competitors, including 288 funded and 1020 that have exited. Its top competitors include companies like Fidelity Investments, FIS and Investec.

Company Details

Social
X
Email ID
*****@cmsholdings.io
Key Metrics
Founded Year
2019
Location
Memphis, United States
Stage
Unfunded
Post Money Valuation
$***** as on Oct 11, 2023
Ranked
Employee Count
7 as on Aug 31, 2026
Investment & Acquisitions
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CMS Holdings's funding and investors

CMS Holdings has not raised any funding rounds yet.

CMS Holdings' founders and board of directors

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The founders of CMS Holdings are Dan Matuszewski, Bobby Cho and Julien Seguin.
Here are the details of CMS Holdings' key team members:

CMS Holdings' employee count trend

CMS Holdings has 7 employees as of Aug 26. Here is CMS Holdings's employee count trend over the years:
Employee count trend for CMS Holdings
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CMS Holdings's Competitors and alternates

Top competitors of CMS Holdings include Fidelity Investments, FIS and Investec. Here is the list of Top 10 competitors of CMS Holdings, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Fidelity Investments
Fidelity Investments
1946, Boston (United States), Series F
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
$4.71B
82/100
2nd
Logo for FIS
FIS
1968, Jacksonville (United States), Public
Provider of software suite for banks and financial institutions
-
79/100
3rd
Logo for Investec
Investec
1974, London (United Kingdom), Acquired
Specialist bank and wealth manager serving private and institutional clients
-
78/100
4th
Logo for Morgan Stanley
Morgan Stanley
1935, New York City (United States), Public
Provider of wealth management, investment banking, sales, trading, and research services
-
76/100
5th
Logo for Goldman Sachs
Goldman Sachs
1869, New York City (United States), Public
Provider of investment banking asset management and financial advisory services
-
76/100
6th
Logo for S&P Global
S&P Global
1917, New York City (United States), Public
Provider of essential intelligence and market analysis for global finance
-
75/100
7th
Logo for Wells Fargo
Wells Fargo
1852, San Francisco (United States), Public
Provider of diverse financial services and online banking
-
75/100
8th
Logo for Vanguard
Vanguard
1976, Malvern (United States), Series B
Diversified investment management firm
$31.7M
74/100
9th
Logo for Blackstone
Blackstone
1985, New York City (United States), Public
Diversified investment management firm
-
73/100
10th
Logo for TPG
TPG
1992, Fort Worth (United States), Public
Operator of investment platforms across multiple asset classes and strategies
-
-
72/100
395th
Logo for CMS Holdings
CMS Holdings
2019, Memphis (United States), Unfunded
Diversified asset management firm
-
-
43/100
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CMS Holdings's Investments and acquisitions

CMS Holdings has not made any acquisitions yet. CMS Holdings has made 104 investments.
Here is the list of latest three $investments:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
May 29, 2026
Investments
Dec 03, 2025
Investments
2018
Singapore (Singapore)
Oct 30, 2025
Investments
2024
San Francisco (United States)
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Reports related to CMS Holdings

Here is the latest report on CMS Holdings's sector:

News related to CMS Holdings

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Media has covered CMS Holdings for a total of 4 events in the last 1 year.
•
Tech Mu Digital Secures $1.5M to Onchain Asia InvestmentBitcoin Ethereum News•Nov 20, 2025•CMS Holdings, Signum Capital, UOB, Gauntlet and 6 others
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