MAI Capital Management - Crunchbase Company Profile & Funding

Overview

MAI Capital Management

Amount Raised

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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About MAI Capital Management

MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services.

Acquired by

The Carlyle Group

Founded

obfuscation

Private

Private Equity

Cleveland, Ohio, United States

501-1000

mai.capital

Consulting

Financial Services

Funding Rounds

Private Equity

OBF

obfuscation

Key People

Patrick Gingras: Senior Managing Director and Regional President
Past Role: Brenton Point Wealth Advisors, Co-Founder, Co-President and Private Wealth Advisor
Rick Buoncore: Executive Chairman & CEO
Past Role: BC Partners, Managing Partner and Co-Founder

Details

Legal Name

MAI Capital Management, LLC

Operating Status

Active

About the Company

MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services. Their recommendations are objective and centered on assisting you achieve your goals.

Investor Type

obfuscation

Phone Number

(216)920-4800

Predictions & Insights

Growth Insight

See this Growth Insight

MAI Capital Management is

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to be growing

Top Contributing Factors

Merger or Acquisition

Products & Services

Wealth Management

Offers personalized wealth management solutions for high net worth individuals and families, focusing on financial planning and investment strategies.

Family Office Services

Provides comprehensive services for high net worth families, including financial planning, investment management, and lifestyle support.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - MAI Capital Management	1	obfuscated obfuscation	Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - MAI Capital Management	1	obfuscated obfuscation	Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - MAI Capital Management	1	obfuscated obfuscation	Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - MAI Capital Management	1	obfuscated obfuscation	Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - MAI Capital Management	1	obfuscated obfuscation	Wealth Partners Capital Group	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - MAI Capital Management	1	obfuscated obfuscation	Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - MAI Capital Management	1	obfuscated obfuscation	Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - MAI Capital Management	1	obfuscated obfuscation	Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - MAI Capital Management	1	obfuscated obfuscation	Wealth Partners Capital Group	Private Equity
obfuscated obfuscation	Private Equity Round - MAI Capital Management	1	obfuscated obfuscation	Wealth Partners Capital Group	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Wealth Partners Capital Group	Yes	Private Equity Round - MAI Capital Management	—
Wealth Partners Capital Group	Yes	Private Equity Round - MAI Capital Management	—
Wealth Partners Capital Group	Yes	Private Equity Round - MAI Capital Management	—
Wealth Partners Capital Group	Yes	Private Equity Round - MAI Capital Management	—
Wealth Partners Capital Group	Yes	Private Equity Round - MAI Capital Management	—

Investments

Investment Breakdown

Number of Funds

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Applied Data Finance	—	Venture Round - Applied Data Finance	obfuscated obfuscation
obfuscated obfuscation	Applied Data Finance	—	Venture Round - Applied Data Finance	obfuscated obfuscation
obfuscated obfuscation	Applied Data Finance	—	Venture Round - Applied Data Finance	obfuscated obfuscation
obfuscated obfuscation	Applied Data Finance	—	Venture Round - Applied Data Finance	obfuscated obfuscation
obfuscated obfuscation	Applied Data Finance	—	Venture Round - Applied Data Finance	obfuscated obfuscation

Investment Breakdown

Number of Funds

Number of Investments

Number of Acquisitions

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Applied Data Finance	—	Venture Round - Applied Data Finance	obfuscated obfuscation
obfuscated obfuscation	Applied Data Finance	—	Venture Round - Applied Data Finance	obfuscated obfuscation
obfuscated obfuscation	Applied Data Finance	—	Venture Round - Applied Data Finance	obfuscated obfuscation
obfuscated obfuscation	Applied Data Finance	—	Venture Round - Applied Data Finance	obfuscated obfuscation
obfuscated obfuscation	Applied Data Finance	—	Venture Round - Applied Data Finance	obfuscated obfuscation