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Palmetto Investment Holdings, LLC
Palmetto Investment Consultants is a financial advisory firm based in Rock Hill, South Carolina, that provides personalized investment, retirement, estate, insurance, and tax planning services to individual clients. The firm develops, implements, and monitors tailored financial and lifestyle strategies to help clients pursue their monetary goals.
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Palmetto Investment Holdings, LLC at a glance
Palmetto Investment Holdings, LLC is a financial services company headquartered in United States. It has raised at least $31.8M across the 2 funding rounds on record. Its most recent funding round, Series B, raised $29M in August 2020.
Palmetto Investment Holdings, LLC funding rounds
At least $31.8M raised across the 2 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series B | $29M | 1 named | |
| SEC Form D filing | $2.8M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Investors
Palmetto Investment Holdings, LLC competitors
A few of Palmetto Investment Holdings, LLC's closest competitors — see the full list of competitors and alternatives →
Anchor Investment Management is a registered investment adviser based in Columbia, South Carolina, that provides wealth management and investment advisory services. The firm offers comprehensive financial planning, customized investment management, employee retirement plans, insurance analysis, and retirement planning solutions for individuals and organizations.
Heartland Investment USA, Inc. is a financial services firm that provides wealth management, investment planning, retirement preparation, and insurance strategies to individuals. The company offers personalized financial guidance encompassing estate planning, tax management, and lifestyle advisory services.
Patriot Investment Group, LLC is a fee-only financial planning and investment management firm based in Knoxville, Tennessee. The company provides personalized financial planning, investment strategies, institutional services, and foundation management to individuals and organizations.
TriCapital Wealth Management is a financial planning and wealth management firm headquartered in Charlotte, North Carolina. The company provides personalized financial services and investment advisory solutions to clients.
Pinnacle Investment Corp. is a fiduciary financial advisory firm that provides wealth management, investment services, and financial planning to individuals, families, and businesses. Its offerings include managed accounts, transactional brokerage, insurance, annuities, and workplace retirement solutions.
Liberty Group Financial Services, LLC provides personalized financial services, tax planning, estate management, and wealth management to help clients create tailored retirement strategies. The company serves individuals seeking assistance with retirement and financial planning.
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More on Palmetto Investment Holdings, LLC in Xcout Intel
- 2 funding rounds with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access