Holdun
Finance · United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
United StatesWebsite
www.holdun.comRevenue
$7.3 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Holdun
Holdun Funds is a 5th generation family office that specializes in wealth management and financial services for families and businesses. They offer a comprehensive approach to wealth management that includes investment, tax optimization, and succession planning tailored to individual needs. Their services also provide access to exclusive private investment opportunities and alternative assets to enhance portfolio diversification. Holdun is dedicated to aligning their interests with clients by investing their own capital first, ensuring a strong commitment to safeguarding client investments.Explore more
Holdun Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Holdun your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Holdun had a recent Job posting/layoffs
Funding: Get notified immidiatlly once Holdun has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Holdun, which may be a good buyer, showed buying intent in Masked Content Topic
Product Launch: Get notified when Holdun launches new products
Congratulate Masked Content for being promoted to Masked Content at Holdun
Check if Holdun has recently received funding, and reach out quickly before it becomes old news!
Earning: See what the market has to say on Holdun recently announced quarterly report
Website visits: Recent activity has been detected on your website
Check out if Holdun is spiking on competitors!
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Holdun
Compare insights from companies similar to Holdun, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Holdun is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Holdun is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Holdun.
Holdun Tech Stack
A closer look at the technologies used by Holdun
Holdun News & Media
Holdun Family Officeが名誉ある賞を獲得
創業家がコア・バリュ--(BUSINESS WIRE)--ーと将来のための革新的ソリューションを共有し、数世代にわたり富と安全を築くさまざまなオルタナティブ投資機会を提供することにより、ファミリーや企業が伝統的な資産の欠点を克服するための支援を提供。 バハマ・ニュープロビデンス -- （ビジネスワイヤ） -- 第5世代国際的独立系マルチファミリーオフィスのHoldun Family Officeは、ビジネス・ビジョンの2019年度「最優秀マルチファミリーオフィス（カリブ海）アワード」を受賞しました。2017年と2018年における同部門での受賞に続いて今回も受賞を果たしたことにより、Holdunは同賞を3年連続で受賞した初めてのファミリーオフィスとなりました。 「マルチファミリーオフィスであると正当に主張するためには創業家が顧客の1人であるべきだと、私たちは固く信じています。共通のビジョンと一連の価値観を打ち立てて、それをすべての顧客と分かち合う必要があります。Holdun Family Officeは、1990年の設立以来、それぞれのファミリーの将来の目標とビジョンを理解することによHoldun Family Office remporte un prix prestigieux
NEW PROVIDENCE, Bahamas--(BUSINESS WIRE)--Holdun Family Office, un multi-family office international et indépendant de 5e génération est ravi d’accepter le prix Business Vision du ‘meilleur multi-family office (région des Caraïbes)’ de l’année 2019. Après un succès dans la même catégorie en 2017 et 2018, cette dernière distinction fait de Holdun le premier family office à recevoir ce prix trois années de suite. « Nous sommes fermement convaincus que pour prétendre légitimement être un multi-famSamenvatting: Holdun Family Office wint prestigieuze prijs
NEW PROVIDENCE, Bahama’s--(BUSINESS WIRE)--Holdun Family Office, een internationale, onafhankelijke 5e generatie Multi-Family Office, is verheugd de Business Vision ‘Best Multi-Family Office (Caribbean) award’ voor 2019 in ontvangst te nemen. In navolging van succes in dezelfde categorie in 2017 en 2018, deze laatste onderscheiding maakt Holdun de eerste Family Office die deze onderscheiding voor drie opeenvolgende jaren heeft ontvangen. Deze bekendmaking is officieel geldend in de originele brHoldun Family Office gana un prestigioso premio
NUEVA PROVIDENCIA, Bahamas--(BUSINESS WIRE)--Holdun Family Office, una oficina multifamiliar de quinta generación internacional e independiente, se complace en aceptar el “Premio a la Mejor Oficina Multifamiliar (Caribe)” de Business Vision para 2019. Siguiendo sus éxitos en la misma categoría en 2017 y 2018, este último galardón convierte a Holdun en la primera oficina familiar en recibir este premio durante tres años consecutivos. “Estamos convencidos de que para afirmar legítimamente ser una
Read more news
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding Holdun
Sign Up For FreeTo access detailed company insights
Holdun Funds is a 5th generation family office that specializes in wealth management and financial services for families and businesses. They offer a comprehensive approach to wealth management that includes investment, tax optimization, and succession planning tailored to individual needs. Their services also provide access to exclusive private in... Read More
