When was CMS Holdings founded?

CMS Holdings was founded in 2019.

Where is CMS Holdings located?

CMS Holdings is headquartered in Memphis, United States.

How many employees does CMS Holdings have?

As of Jun 30, 2026, the latest employee count at CMS Holdings is 7.

Is CMS Holdings a funded company?

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

How much is CMS Holdings worth?

The latest valuation of CMS Holdings is $***** as of Oct 11, 2023.

Where does CMS Holdings rank among its competitors?

CMS Holdings ranks 400th amongst 10842 active competitors, of which 289 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $996K in Aug, 2024.

Who are the top competitors of CMS Holdings?

CMS Holdings' top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2024.

CMS Holdings - 2026 Company Profile, Team & Competitors

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 10842 active competitors, including 289 funded and 1009 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.

Company Details

Website: cmsholdings.io
Social
Email ID: *****@cmsholdings.io

Key Metrics

Founded Year

2019

Location

Memphis, United States

Stage

Unfunded

Post Money Valuation

$***** as on Oct 11, 2023

Ranked

400^th among 10842 active competitors

Employee Count

7 as on Jun 30, 2026

Investment & Acquisitions

Hypernova & 103 more

Similar Companies

Fidelity Investments & 33512 more

View CMS Holdings' full profile

CMS Holdings has not raised any funding rounds yet.

The founders of CMS Holdings are Dan Matuszewski, Bobby Cho and Julien Seguin.

Here are the details of CMS Holdings' key team members:

Dan Matuszewski: Co-Founder of CMS Holdings.
Contact Info: 1 email address
Bobby Cho: Co-Founder of CMS Holdings.
Julien Seguin: Co-Founder of CMS Holdings.
Contact Info: 1 email address

View details of CMS Holdings's Founder profiles and Board Members

CMS Holdings' employee count trend

CMS Holdings has 7 employees as of Jun 26. Here is CMS Holdings's employee count trend over the years:

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Top competitors of CMS Holdings include Fidelity Investments, FIS and S&P Global. 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	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	78/100
5th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	78/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	IFC Asset Management Company, Sagard & 2 others	75/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
8th	JPMorgan Chase 2000, New York (United States), Public	Provider of financial services to consumers and corporations	-	equitywestsecurities.com, Alua Capital Management ... & 6 others	71/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
400th	CMS Holdings 2019, Memphis (United States), Unfunded	Diversified asset management firm	-	-	43/100

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CMS Holdings has not made any acquisitions yet. CMS Holdings has made 104 investments.

Here is the list of latest three $investments:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
May 29, 2026	Investments	Hypernova		Cayman Islands
Dec 03, 2025	Investments	Axis	2018	Singapore (Singapore)
Oct 30, 2025	Investments	Pieverse	2024	San Francisco (United States)