Fundz

Altamont Capital Partners Completes Strategic Investment In Horizon Investments

PRIVATENov 30, 2021

Round Type

Corporate Round

CharlotteSustainabilityFinancial ServicesSoftwareLending And Investments

Description

Horizon Investments, LLC (Horizon), a registered investment advisor with $7 billion in assets under advisement, today announced that Altamont Capital Partners has successfully completed its strategic investment in the firm, providing Horizon with key resources that will allow Horizon to further cement its position as a leader in goals-based investment solutions.

Quick answer

Horizon Investments raised an undisclosed amount in a Corporate Round round, dated November 30, 2021. Horizon Investments is based in Charlotte, North Carolina, United States.

How much did Horizon Investments raise?
Horizon Investments raised an undisclosed amount in a Corporate Round round on November 30, 2021.
What does Horizon Investments do?
Horizon Investments is a pioneer in providing modern goals-based investment management.
Where is Horizon Investments based and how big is it?
Horizon Investments is based in Charlotte, North Carolina, United States. Fundz records about 175 employees.

Source: Fundz verified event record.

Who else raised in Sustainability and Financial Services around the same time

Companies in the same sectors as Horizon Investments that raised within 45 days of this round, from Fundz verified event records.

  • CAIS raised $225M (Funding Round) on January 11, 2022.
  • Anchorage Digital raised $350M (Funding Round) on December 15, 2021.
  • Anchorage Digital raised $350M (Series D) on December 15, 2021.
  • Fpl Technologies raised $75M (Funding Round) on January 12, 2022.
  • Iron Park Capital raised an undisclosed amount (Corporate Round) on January 6, 2022.
  • Palm Studio raised $27M (Series B) on December 9, 2021.

Who to call at Horizon Investments, and when

A new round usually means Horizon Investments is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Horizon Investments raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Horizon Investments, from your own LinkedIn network

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Company Information

Company

Horizon Investments

Location

Charlotte, North Carolina, United States

About

Horizon Investments is a pioneer in providing modern goals-based investment management. With a focus in goals-based investment strategies, Horizon is dedicated to helping financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals. Horizon’s investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental, and macroeconomic analysis. Financial advisors turn to Horizon for innovative risk mitigation and retirement income strategies. Horizon’s GAIN PROTECT SPEND® framework, combined with its investment management methodology, has been a cornerstone of Horizon’s portfolio construction process for over a decade. For more information, visit https://www.horizoninvestments.com/.

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Horizon Investments raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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