Canterbury Consulting
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 51-200 Employees
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Overview
Headquarters
610 Newport Center Dr Ste 500, Newport B...Phone Number
(949) 721-9580Website
www.canterburyconsulting.comRevenue
$29.9 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
2
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2
About Canterbury Consulting
Canterbury Consulting is an independent investment advisory firm that offers unbiased investment advice and customized portfolios. Their services include institutional advisory, outsourced discretionary management, and wealth management aimed at endowments, foundations, and family offices. With over three decades of experience, they emphasize a holistic and personalized approach to investment strategies. They manage approximately $52.4 billion in assets across three offices and prioritize understanding each client's unique organizational ecosystem.Explore more
Canterbury Consulting Org Chart
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Company Profile Activity
Activity Insights
Canterbury Consulting is experiencing very low activity levels compared to other companies in the Finance sector.
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Canterbury Consulting is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Canterbury Consulting.
Canterbury Consulting financials insights
Gather financial insights about Canterbury Consulting, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Canterbury Consulting Tech Stack
A closer look at the technologies used by Canterbury Consulting
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Most Recent Scoops
Person-Based
Project
A mid-level source in the operations department has indicated that the organization is prioritizing client asset management software initiatives over the next three months.
Asset Management, Enterprise Software, Software
Project
A mid-level source in operations management has indicated that the organization is in the midst of initiatives related to workforce management. Canterbury Consulting is currently evaluating vendors to support these efforts. The organization is considering the use of a contingent workforce to support these efforts.
Contingent Workforce, Workforce Management
Project
A mid-level source in operations management has indicated that the organization is in the midst of initiatives related to accounting & finance software. Canterbury Consulting is currently evaluating QB Enterprise. The organization is expected to use a contingent workforce to support these efforts.
Contingent Workforce, Accounting, Financial Systems, Software
Project
Contingent Workforce, Billing & Invoice, Document Management, Workforce Management
Canterbury Consulting News & Media
Canterbury Consulting To Host Virtual Annual Investment Forum January 21, 2021
NEWPORT BEACH, Calif., Jan. 18, 2021 /PRNewswire/ -- Canterbury Consulting, an independent investment advisory firm overseeing more than $23.6 billion in assets as of June 30, 2020, will host its 13th Annual Investment Forum virtually for the first time on January 21, 2021. This year's...Financial Experts Share Insights At Canterbury Consulting's 2020 Investment Forum
Canterbury Consulting, an independent investment advisory firm overseeing approximately $22.8 billion for foundations, endowments and families, recently hosted its 2020 Investment Forum, Canterbury's annual client education event.Canterbury Consulting Hosts Annual Investment Forum January 22, 2020
NEWPORT BEACH, Calif., Jan. 14, 2020 /PRNewswire/ -- Canterbury Consulting, an independent investment advisory firm overseeing more than $23 billion in assets as of December 31, 2019, will host its Annual Investment Forum on January 22, 2020 in Newport Beach, Calif. The forum is a yearly...Canterbury Consulting Hosts Annual Investment Forum January 22, 2020
Canterbury Consulting, an independent investment advisory firm overseeing more than $23 billion in assets as of December 31, 2019, will host its Annual Investment Forum on January 22, 2020 in Newport Beach, Calif. The forum is a yearly assembly of prominent thought leaders in investment management that Canterbury Consulting hosts for its endowment, foundation, healthcare organizations and family clients. This year's forum marks the first time business students from the University of California,
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Canterbury Consulting is an independent investment advisory firm that offers unbiased investment advice and customized portfolios. Their services include institutional advisory, outsourced discretionary management, and wealth management aimed at endowments, foundations, and family offices. With over three decades of experience, they emphasize a hol... Read More
