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MAI

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Richard J. Buoncore's photo - Managing Partner of MAI

Managing Partner

Richard J. Buoncore

CEO Approval Rating

90/100

Founded:

1973

Status:

Est. Annual Revenue
<$1M
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Est. Employees
<10
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Sector

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MAI Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Storey & Associates

Sep 2021

Source »
undisclosed
-
Winpoint Financial

Sep 2021

Source »
undisclosed
-
Geier Financial Group

Sep 2021

Source »
undisclosed
-
MWM Investment Consulting LLC

Apr 2021

Source »
undisclosed
-

-

Wealth Management Business, Ownership Advisors, Inc.

Mar 2021

Source »
undisclosed
-

These are all the companies that MAI has acquired. MAI has acquired 15 companies and its latest acquisition was Storey & Associates in Sep 2021.

MAI Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Equity
Aug 2021
--
Equity
Jul 2017
--
-

Since MAI was founded in 1973, it has participated in 2 rounds of funding. In total MAI has raised $0. MAI's last funding round was on Aug 2021 for a total of $0

MAI Investments

COMPANY

DESCRIPTION

AMOUNT

INVESTMENT DATE

ROUND

EXIT DATE

ADF develops a digital lending platform that offers unsecured personal loans to individuals.
$145M
Jul 23, 2018
-

These are all the companies that MAI has invested in. MAI's latest investment was ADF in Jul 23,. ADF develops a digital lending platform that offers unsecured personal loans to individuals.

MAI News

July 12, 2021News Break

Christopher Grisanti and Jeff Krumpelman discuss inflation, job growth and the bond market with Kelly Evans. - News Break

Christopher Grisanti from MAI Capital Management and Jeff Krumpelman from Mariner Wealth Advisors joi... See more »
May 3, 2021The Business Journals

MAI Capital Management buys MWM Investment Consulting

The purchase will increase MAI's assets under management by more than $100 million.... See more »
April 27, 2021MarketScreener

MAI Capital Management Adds Managing Director in Cincinnati

(marketscreener.com) Jamie Caudill joins to support the firm's wealth management strategy and strateg... See more »
April 15, 2021The Business Journals

MAI Capital moving headquarters out of downtown Cleveland

MAI said 140 employees will be at the new location by the middle of next year.... See more »
April 12, 2021Crain's Cleveland Business

MAI Capital Management prepares to move to Independence

The investment adviser and wealth management firm plans to take its 130 employees to the suburb from ... See more »
April 5, 2021MarketScreener

MAI Capital Management Expands to Greater Miami Region with Addition of New Advisor

(marketscreener.com) Mike Dvorkin joins as a Managing Director and strengthens firm's wealth manageme... See more »
March 29, 2021The Business Journals

MAI Capital Management buys Cleveland wealth management firm

MAI Capital Management has acquired Ownership Advisors Inc. (OAI) of Cleveland for an undisclosed pri... See more »

MAI Press Releases

December 14, 2020Business Wire

MAI Capital Management Announces Deal to Add Smith Capital Management to Partnership

CLEVELAND--(BUSINESS WIRE)--MAI Capital Management, LLC ("MAI"), an independent registered investment... See more »
January 6, 2020Business Wire

MAI Capital Management Acquires J.M. Hartwell

CLEVELAND--(BUSINESS WIRE)--MAI Capital Management, LLC ("MAI"), an independent registered investment... See more »
July 10, 2017Business Wire

Wealth Partners Capital Group Launches with Three Anchor Investments

WEST PALM BEACH, Fla.--(BUSINESS WIRE)--Wealth Partners Capital Group Launches with Three Anchor Inve... See more »

Social Media

MAI Headquarters

1360 E 9th St Ste 1100 Suite 1100

Cleveland, Ohio44114

1-216-920-4800

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MAI Summary

ABOUT

Overview

MAI Capital is a wealth management firm that provides planning and investment advisory services. MAI was founded in 1973. MAI's headquarters is located in Cleveland, Ohio, USA 44114. MAI's Managing Partner, Richard J. Buoncore, currently has an appro...

CEO

MAI's Managing Partner, Richard J. Buoncore, currently has an approval rating of 90%. MAI's primary competitors are

Frequently Asked Questions about MAI

  1. When was MAI founded?

    MAI was founded in 1973
  2. Who is MAI's CEO?

    MAI's CEO is Richard J. Buoncore
  3. How much revenue does MAI generate?

    MAI generates $ < 1M in revenue
  4. How much funding does MAI have?

    MAI has historically raised $0 in funding
  1. Where is MAI's headquarters?

    MAI's headquarters is in Cleveland Ohio, USA
  2. How many employees does MAI have?

    MAI has 0 employees
  3. Who has MAI invested in?

    MAI's has invested in companies such as ADF