When was Sator Grove Holdings founded?

Sator Grove Holdings was founded in 2020 and raised its 1st funding round 1 year after it was founded.

Where is Sator Grove Holdings located?

Sator Grove Holdings is headquartered in South Bend, United States.

Is Sator Grove Holdings a funded company?

Sator Grove Holdings is a funded company, having raised a total of $321M across 2 funding rounds to date. The company's 1st funding round was a $***** Series D round, raised on Mar 22, 2021.

When was the latest funding round of Sator Grove Holdings?

Sator Grove Holdings' latest funding was a $***** Series D round on Sep 06, 2022, with participation from 0 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $1.08B in funding in 2026 to date.

Where does Sator Grove Holdings rank among its competitors?

Sator Grove Holdings ranks 111th amongst 10842 active competitors, of which 289 are funded. It stands 2nd 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 Sator Grove Holdings?

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

Sator Grove Holdings - 2026 Company Profile, Funding & Competitors

Sator Grove Holdings is a series D company based in South Bend (United States), founded in 2020. It operates as a Diversified investment management firm. Sator Grove Holdings has raised $321M in funding. 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.

Key Metrics

Founded Year

2020

Location

South Bend, United States

Stage

Series D

Total Funding

$321M in 2 rounds

Latest Funding Round

Series D, Sep 06, 2022, $*****

Investors

OSV

Ranked

111^th among 10842 active competitors

Investment & Acquisitions

Beacon & 11 more

Similar Companies

Fidelity Investments & 33512 more

View Sator Grove Holdings' full profile

Sator Grove Holdings has raised a total funding of $321M over 2 rounds. Its first funding round was on Mar 22, 2021. Sator Grove Holdings has 1 institutional investor.

Here is the list of recent funding rounds of Sator Grove Holdings:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Sep 06, 2022	4189897	Series D	7483853	1036092	9491049	6046847
Mar 22, 2021	7336887	Series D	7654359	5783195	7431113	9951151

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Top competitors of Sator Grove Holdings include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Sator Grove 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
111th	Sator Grove Holdings 2020, South Bend (United States), Series D	Diversified investment management firm	$321M	OSV	53/100

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Sator Grove Holdings has not made any acquisitions yet. Sator Grove Holdings has made 12 investments.

Here is the list of latest three $investments:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Jun 09, 2026	Investments	Beacon	2024	Toronto (Canada)
Jan 12, 2026	Investments	VieCure	2015	Greenwood Village (United States)
Nov 04, 2025	Investments	Beacon	2024	Toronto (Canada)