Statements (50)
Predicate | Object |
---|---|
gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
gptkbp:acquisition |
gptkb:XYZ_Financial_Services
|
gptkbp:affiliation |
gptkb:Investment_Management_Association
gptkb:Financial_Planning_Association gptkb:National_Association_of_Personal_Financial_Advisors |
gptkbp:awards |
Top Financial Advisor 2021
Best Wealth Management Firm 2020 |
gptkbp:CEO |
gptkb:John_Doe
|
gptkbp:communityInvolvement |
Educational Institutions
Local Charities Non-Profit_Organizations |
gptkbp:customerBase |
High Net Worth Individuals
Institutions |
gptkbp:employees |
200
|
gptkbp:events |
Workshops
Webinars Annual Investor Conference |
gptkbp:founded |
1999
|
gptkbp:headquarters |
gptkb:Miami,_Florida
|
https://www.w3.org/2000/01/rdf-schema#label |
Investacorp
|
gptkbp:industry |
Finance
|
gptkbp:location |
gptkb:United_States
|
gptkbp:mission |
To provide personalized financial solutions.
|
gptkbp:parentCompany |
Investacorp_Holdings
|
gptkbp:partnerships |
Various Banks
Investment Firms |
gptkbp:publications |
Newsletters
Market Insights Investment Guides |
gptkbp:regulatoryCompliance |
gptkb:FINRA
gptkb:SEC Fiduciary Standards |
gptkbp:revenue |
$50 million
|
gptkbp:services |
Financial Planning
Investment Advisory Wealth_Management |
gptkbp:socialResponsibility |
Community Engagement
Sustainability Initiatives Financial Literacy Programs |
gptkbp:subsidiary |
Investacorp_Advisors
|
gptkbp:technology |
Investment Platforms
Client Portals Data_Analytics |
gptkbp:type |
Investment Management
|
gptkbp:values |
Innovation
Integrity Excellence Client Focus |
gptkbp:vision |
To be a leader in investment management.
|
gptkbp:website |
www.investacorp.com
|