Herbert Financial Group
We have been providing holistic wealth management since 1985.
15 employees · est. 1985 · Auburn Hills, United States
Windsor Capital, LLC
Strategic Investment Banking Advisory For Your Company's Future
31 employees · est. 2003 · Los Angeles, United States
Herbert Financial Group is the older company (1985 vs 2003).
Side-by-Side Comparison
| Metric | Herbert Financial Group | Windsor Capital, LLC |
|---|---|---|
| Founded | ||
| Founded | 1985 older | 2003 |
| Headquarters | ||
| Headquarters | Auburn Hills, United States | Los Angeles, United States |
| Employees | ||
| Employees | 15 | 31 |
| Industry | ||
| Industry | Financial Services, Insurance, Wealth Management | Financial Services |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Planning, Investment, Retirement Planning, Holistic Financial Services, LPL Financial, Registered Investment Advisor, Personalized Service, Independent Advice, Custom Financial Plans, Small Business Financial Services | Investment Banking, M&A Advisory, Growth Capital, Cross-Border Deals, Technology, Agribusiness, Aerospace And Defense, Business Services, Cyber Security, Infrastructure Services, Energy |
| Website | ||
| Website | hfgllc.com | windsorcapital-llc.com |
About Herbert Financial Group
Herbert Financial Group is a leading player in the Financial Services, Insurance, and Wealth Management industries, based in the United States. Established in 1985, the company has been a trusted partner, providing holistic wealth management solutions for individual investors and small businesses fo...
About Windsor Capital, LLC
Windsor Capital, LLC is a strategic investment banking advisory firm, providing a range of services including buyside and sellside M&A advisory, as well as raising growth capital for lower middle market clients through debt and equity investors. With offices in Los Angeles and Florida, Windsor Capit...
We will tell you when either one moves
BounceWatch watches Herbert Financial Group and Windsor Capital, LLC for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Herbert Financial Grou... and Windsor Capital, LLC — by email.
Frequently Asked Questions
Compare Herbert Financial Group with someone else
Start typing a company name or domain.
Related Comparisons
Compiled from the BounceWatch company index. We last looked at Herbert Financial Group on 13 Sep 2024, and Windsor Capital, LLC on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.