When was The Colony Group founded?

The Colony Group was founded in 1986 and raised its 1st funding round 38 years after it was founded.

Where is The Colony Group located?

The Colony Group is headquartered in Boston, United States. It is registered at Boston, Massachusetts.

Who is the current CEO of The Colony Group?

Michael J Nathanson of The Colony Group.

How many employees does The Colony Group have?

As of Dec 10, 2024, the latest employee count at The Colony Group is 404.

Is The Colony Group an acquired company?

The Colony Group got acquired by undefined on Sep 01, 2011.

Is The Colony Group a funded company?

The Colony Group is a funded company, having raised a total of $***** in its 1st and only funding round, a Unattributed round on Jan 19, 2024.

When was the latest funding round of The Colony Group?

The Colony Group's latest funding was a $***** Unattributed round on Jan 19, 2024, with participation from 0 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $216M in funding in 2026 to date.

Where does The Colony Group rank among its competitors?

The Colony Group ranks 431st amongst 2172 active competitors, of which 47 are funded. It stands 7th 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 The Colony Group?

The Colony Group'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.

The Colony Group - 2026 Company Profile, Team, Funding & Competitors

The Colony Group is an acquired company based in Boston (United States), founded in 1986. It operates as a Wealth management firm. The Colony Group has raised $17K in funding. The company has 2172 active competitors, including 47 funded and 298 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Website: thecolonygroup.com
Social
Phone Number: +1 **********
Registered Address: Boston, Massachusetts

Key Metrics

Founded Year

1986

Location

Boston, United States

Stage

Acquired

Total Funding

$17K in 1 round

Latest Funding Round

Unattributed, Jan 19, 2024, $*****

Ranked

431^st among 2172 active competitors

Employee Count

404 as on Dec 10, 2024

Investment & Acquisitions

Capital Advisors & 4 more

Similar Companies

Alera Group & 6723 more

Exit Details

Acquired

View The Colony Group's full profile

The Colony Group is associated with 4 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
THE COLONY GROUP, LLC CIN: 900751149 , United States, Active	Dec 26, 999	-	288 (As on Dec 31, 2021)	-
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC CIN: 271593336 , United States, Active	Dec 31, 1999	-	36 (As on Dec 31, 2022)	-
COLONY ADVISORS, LLC CIN: 954342775 , United States, Active	Dec 31, 1999	-	231 (As on Dec 31, 2024)	-
COLONY FINANCIAL, INC. CIN: 1467076 , United States, Active	Aug 30, 1987	$1.24B (As on Dec 31, 2020)	-	-

The Colony Group got acquired by on Sep 01, 2011. It was facilitated by Colchester Partners.

Click here to take a look at The Colony Group's acquisition in detail

The Colony Group has raised a total funding of $17K over 1 round.

Here is the list of recent funding rounds of The Colony Group:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 19, 2024	4433676	Unattributed	6768713	2796349	2662249	5056540

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The Colony Group's employee count trend

The Colony Group has 404 employees as of Dec 24. Here is The Colony Group's employee count trend over the years:

Employee count trend for The Colony Group

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Top competitors of The Colony Group include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of The Colony Group, 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
431st	The Colony Group 1986, Boston (United States), Acquired	Wealth management firm	$17K	-	32/100

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The Colony Group has not made any investments yet. The Colony Group has made 5 acquisitions.

Here is the list of latest three $acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Nov 01, 2021	Acquisition	Capital Advisors	2003	Southborough (United States)
Mar 18, 2019	Acquisition	Steinberg Global Asset Management	1989	Boca Raton (United States)
Dec 31, 2018	Acquisition	Aurora Financial Advisors	2002	New Bedford (United States)