Jordan Park

Jordan Park

Investment management and financial advisory services

About Jordan Park

Simplify's Rating
Why Jordan Park is rated
B-
Rated C on Competitive Edge
Rated B on Growth Potential
Rated B on Differentiation

Industries

Fintech

Financial Services

Company Size

51-200

Company Stage

N/A

Total Funding

$247.8M

Headquarters

San Francisco, California

Founded

2017

Overview

Jordan Park offers investment management and financial advisory services tailored to a unique group of clients, including individuals, families, and institutions who have made significant impacts in various fields such as business, philanthropy, and government. The firm employs a team of experienced professionals who focus on understanding and addressing the specific needs of their clients, helping them navigate complex financial situations. Unlike many competitors, Jordan Park emphasizes empathy and a personalized approach, ensuring that clients receive guidance that aligns with their values and goals. The primary aim of Jordan Park is to enhance the lives and legacies of their clients through effective financial strategies.

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Simplify's Take

What believers are saying

  • Growing market for innovative financial solutions in asset management.
  • Trend towards accessible, preventative healthcare for older adults.
  • Significant market opportunity in aging population sector.

What critics are saying

  • Increased competition in tech-driven asset management sector.
  • Potential overexposure to healthcare sector investments.
  • Risk if healthcare models like Matter Health do not scale as expected.

What makes Jordan Park unique

  • Jordan Park Group leads innovative investments in tech-driven asset management platforms.
  • Focus on healthcare solutions for older adults through community-integrated models.
  • Strategic investments in startups addressing systemic issues in primary care.

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Funding

Total Funding

$247.8M

Above

Industry Average

Funded Over

0 Rounds

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Commuter Benefits

Fitness Reimbursement

Professional Development Budget

Company News

VC News Daily
Sep 14th, 2022
Ethic Scores $50M In Series C

Ethic Scores $50M in Series C Back to Home. NEW YORK, NY, Ethic, a tech-driven asset management platform, has closed a $50 million Series C funding round led by the Jordan Park Group

Yahoo Finance
Jun 30th, 2022
Matter Health Raises $35 Million in Series A to Solve Health Crisis at Home for Older Adults

NASHVILLE, Tenn., June 29, 2022--Matter Health today announced a $35 million Series A financing led by the Jordan Park Group, helping further a remarkable new model of primary care focused on solving the health crisis at home for older adults.

MedSpace USA
Jun 30th, 2022
Jordan Park Group invested into Matterhealthcare in $35M on Jun 29th 22'.

Matter Health has closed on a $35 million round of funding, led by San Francisco-based Jordan Park Group, Matter Health co-founder and CEO Mason Mercy said in an exclusive interview.

Business Wire
Jun 29th, 2022
Matter Health Raises $35 Million In Series A To Solve Health Crisis At Home For Older Adults

NASHVILLE, Tenn.--(BUSINESS WIRE)--Matter Health today announced a $35 million Series A financing led by the Jordan Park Group, helping further a remarkable new model of primary care focused on solving the health crisis at home for older adults. Matter Health’s unique model brings a total healthcare solution directly to patients through partnerships with affordable housing developments where Matter operates primary care clinics embedded within the community. Clinics offer holistic, preventative primary care to older adults who qualify for both Medicare and Medicaid

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