MAI CAPITAL MANAGEMENT
MAI Capital Management's mission is to be the most trusted provider of sound, objective goals-based advice in all aspects of their clients' lives. 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. MAI’s investment, planning and tax professionals will collaborate with you to develop, implement and monitor a financial plan tailored to meet your unique and individual needs.
MAI CAPITAL MANAGEMENT
Social Links:
Industry:
Consulting Financial Services
Founded:
1973-01-01
Address:
Cleveland, Ohio, United States
Country:
United States
Website Url:
http://www.mai.capital
Total Employee:
101+
Status:
Active
Contact:
(216)920-4800
Total Funding:
0
Technology used in webpage:
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Current Employees Featured
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-08-09 | Pareto Wealth Management | Pareto Wealth Management acquired by MAI Capital Management | N/A |
| 2022-06-24 | Winfield Associates | Winfield Associates acquired by MAI Capital Management | N/A |
| 2022-01-03 | Monarch Business & Wealth Management | Monarch Business & Wealth Management acquired by MAI Capital Management | N/A |
| 2022-01-03 | Regal Wealth Management | Regal Wealth Management acquired by MAI Capital Management | N/A |
| 2021-12-20 | Investment Planning Associates | Investment Planning Associates acquired by MAI Capital Management | N/A |
| 2021-12-13 | Queens Oak Advisors | Queens Oak Advisors acquired by MAI Capital Management | N/A |
| 2021-12-06 | Hochman Cole Investment Advisors | Hochman Cole Investment Advisors acquired by MAI Capital Management | N/A |
| 2021-09-20 | Geier Asset Management | Geier Asset Management acquired by MAI Capital Management | N/A |
| 2021-05-03 | MWM Investment Consulting | MWM Investment Consulting acquired by MAI Capital Management | N/A |
| 2020-05-18 | Grisanti Capital Management | Grisanti Capital Management acquired by MAI Capital Management | N/A |
Investors List
Wealth Partners Capital Group
Wealth Partners Capital Group investment in Venture Round - MAI Capital Management
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2018-07-25 | Applied Data Finance | MAI Capital Management investment in Venture Round - Applied Data Finance | 145 M USD |
Official Site Inspections
http://www.mai.capital
- Host name: 35.92.212.35.bc.googleusercontent.com
- IP address: 35.212.92.35
- Location: United States
- Latitude: 38.6583
- Longitude: -77.2481
- Timezone: America/New_York
More informations about "MAI Capital Management"
MAI Announces Leadership Changes to Reflect Growth …
CLEVELAND, OH – August 28, 2024 – MAI Capital Management, LLC (“MAI”) today announced a strategic realignment of the organization’s leadership team as part of the firm’s continued commitment to driving growth and making a …See details»
Resources - MAI Capital Management
2 days ago MAI Capital Management Named to the 2022 Weatherhead 100 List by Case Western Reserve University Weatherhead School of Management 12.08.22. Insights Is the …See details»
MAI Capital Management Announces Leadership Changes to …
CLEVELAND, August 28, 2024--MAI Capital Management, LLC ("MAI") today announced a strategic realignment of the organization’s leadership team as part of the firm’s continued …See details»
MAI Capital Management Review 2025 - investor.com
Oct 16, 2024 MAI Capital Management, registered in 2000, serves 52 state(s) with a licensed staff of 134 advisors. MAI Capital Management manages $19.7 billion and provides investment advisory services for 8,712 clients (1:65 …See details»
MAI Capital Management - LinkedIn
MAI Capital Management | 11,548 followers on LinkedIn. National RIA empowering you to simplify, protect, & grow your wealth. | Founded on a handshake in 1973 between Arnold …See details»
MAI Capital Management | Company Overview & News - Forbes
MAI Capital Management Company Stats. As of October 2024. Headquarters Cleveland, Ohio Country/Territory United States Principals Rick Buoncore, John Zaller, Joe McLean, Kurt Nye, …See details»
MAI Capital
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The organizational chart of MAI Capital Management displays its 40 main executives including Rick Buoncore, Philip Noftsinger, Jim Kacic and Chris GrisantiSee details»
MAI Capital Management Announces Leadership Changes to …
Aug 28, 2024 MAI Capital Management, LLC ("MAI") today announced a strategic realignment of the organization's leadership team as part of the firm's continued commitment to driving …See details»
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MAI Capital Management closed its last funding round on Jul 10, 2017 from a Venture - Series Unknown round. Who are MAI Capital Management 's competitors? Alternatives and possible competitors to MAI Capital …See details»
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MAI formed a partnership with Wealth Partners Capital Group, LLC, a Florida-based financial services holding company, to facilitate ongoing growth via mergers and acquisitions. 2020 MAI …See details»
Galway Holdings Announces Strategic Acquisition of MAI Capital ...
Aug 16, 2021 MAI established a partnership with Wealth Partners Capital Group (“WPCG”) in 2017, and they have worked together to identify and acquire RIAs seeking access to …See details»
MAI Capital Management Announces Leadership Changes to …
Aug 28, 2024 CLEVELAND--(BUSINESS WIRE)--Aug 28, 2024--See details»
Carmichael Hill & Associates, Inc. Joins MAI Capital Management
CLEVELAND, December 09, 2024--MAI Capital Management, LLC ("MAI"), a registered investment adviser specializing in comprehensive investment and financial planning for high …See details»
MAI Capital Management Acquires Traverso Chambers Private …
CLEVELAND, January 16, 2024--MAI Capital Management, LLC ("MAI"), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth …See details»
Garrison Asset Management Joins MAI Capital Management
1 day ago About MAI Capital Management. MAI is a registered investment adviser and wealth management firm unified in purpose to empower clients to simplify, protect, and grow the …See details»
Awards and Rankings - MAI Capital Management
On October 10, 2023, MAI Capital Management, LLC (MAI) placed 83 out of 250 on the Forbes Top RIA Firms 2023 list. Data provided as of March 21, 2023. The Forbes ranking of …See details»
MAI Capital - Crunchbase Investor Profile & Investments
MAI Capital is a boutique investment firm based in Melbourne, Australia. Leveraging established connections with some of Asia's largest institutional investors and fund managers, MAI Capital …See details»
MAI Capital Management acquires Hyperion Partners - Crunchbase
Oct 25, 2024 Acquiring Organization: MAI Capital Management MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services. …See details»
MAI Capital Management Completes Acquisition of the Wealth …
May 5, 2021 MAI Capital Management (“MAI”) is a fee-based registered investment adviser and wealth management firm based in Cleveland, with additional offices in Cincinnati, OH, Ponte …See details»