When was J.L. Bainbridge & Company founded?

J.L. Bainbridge & Company was founded in 1981.

Where is J.L. Bainbridge & Company located?

J.L. Bainbridge & Company is headquartered in Sarasota, United States.

How many employees does J.L. Bainbridge & Company have?

As of Jul 01, 2024, the latest employee count at J.L. Bainbridge & Company is 10.

Is J.L. Bainbridge & Company a funded company?

J.L. Bainbridge & Company is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does J.L. Bainbridge & Company rank among its competitors?

J.L. Bainbridge & Company ranks 134th 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 J.L. Bainbridge & Company?

J.L. Bainbridge & Company'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.

J.L. Bainbridge & Company - 2026 Company Profile, Team & Competitors

Company Details

Fee-only Sarasota advisors providing personalized wealth management and financial planning. The firm offers multi-generational wealth building, money management, and financial planning services. As Registered Investment Advisors, they act as fiduciaries, prioritizing client interests. They provide services like portfolio management, IRA strategies, charitable giving, and strategies for retirement accounts. Planning services include financial, retirement, and estate planning, plus tax strategies and education plans. They serve family-focused, proactive, curious, and independent-thinking clients, offering personalized guidance and transparent advice. Clients can book a financial review or meet and greet. The firm focuses on building relationships and tailoring portfolios to reflect individual goals and values. They offer services nationwide. The website offers client login, blogs, videos, and FAQs.

Website: www.jlbainbridge.com/
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Key Metrics

Founded Year

1981

Location

Sarasota, United States

Stage

Unfunded

Ranked

134^th among 2170 active competitors

Employee Count

10 as on Jul 01, 2024

Investment & Acquisitions

AT&T

Similar Companies

AXA & 6723 more

View J.L. Bainbridge & Company's full profile

J.L. Bainbridge & Company has not raised any funding rounds yet.

The founders of J.L. Bainbridge & Company is Fay Ellen Bainbridge.

Here are the details of J.L. Bainbridge & Company's key team members:

Fay Ellen Bainbridge: Co-Founder of J.L. Bainbridge & Company.

View details of J.L. Bainbridge & Company's Founder profiles and Board Members

J.L. Bainbridge & Company's employee count trend

J.L. Bainbridge & Company has 10 employees as of Jul 24. Here is J.L. Bainbridge & Company's employee count trend over the years:

Employee count trend for J.L. Bainbridge & Company

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Top competitors of J.L. Bainbridge & Company include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of J.L. Bainbridge & Company, 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	71/100
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
134th	J.L. Bainbridge & Company 1981, Sarasota (United States), Unfunded	Fee-only Sarasota advisors providing personalized wealth management and financial planning	-	-	40/100