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Palmetto Investment Holdings, LLC competitors & alternatives
The 12 closest competitors and alternatives to Palmetto Investment Holdings, LLC among financial services companies — ranked by similarity to what Palmetto Investment Holdings, LLC actually does, not by market-cap band.
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About 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.
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 →
Top 12 Palmetto Investment Holdings, LLC competitors
Ranked by semantic similarity — how close each company is to Palmetto Investment Holdings, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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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.
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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.
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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.
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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.
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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.
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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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Foundation Wealth Capital, LLC operates as a fee-only, fiduciary, and independent financial advisory firm that provides personalized financial planning, wealth management, tax planning, estate planning, insurance planning, and company 401(k) plan services to individuals and businesses. The firm works with clients nationwide, offering tailored strategies to help them grow and protect their assets, manage taxes, and achieve their long-term financial goals.
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Hutchinson Capital Partners LLC provides comprehensive wealth management and financial planning services to individuals and small businesses. Its offerings include active investment management, insurance, tax planning, estate management, and small business benefit packages.
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Midtown Financial Ltd. (operating as Midtown Financial Advisors) is a registered investment adviser based in North Carolina that provides wealth management and holistic financial planning services. The firm serves individual clients by offering personalized investment strategies and guidance to support various aspects of their financial lives.
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Oxford Investment Group is a fiduciary financial advisory and wealth management firm based in Raleigh, North Carolina. It provides services including investment management, retirement income planning, business owner financial planning, and estate and gift legacy planning to individuals, families, and business owners.
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Canopy Financial Advisors Corp. is a financial wellness company based in Charlotte, North Carolina, that offers a personalized platform providing financial services.
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Simplicity Wealth Advisors provides personalized financial planning and investment management services for individuals and families. The firm offers holistic financial strategies that address longevity, liquidity, inflation, market risk, mortality, and taxes to help clients meet their long-term objectives.
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