Pendragon Management
Finance and Accounting
Pendragon Capital is a privately owned investment and wealth management firm that provides finance and accounting services for banking and financial services, known for its personalized approach and fiduciary commitment to clients.
Size
1-10
Private
Mission
To preserve and grow clients’ wealth through prudent and intelligent investment management and financial planning.
About
Pendragon Capital offers finance and accounting services along with financial planning and analysis, market and competitive intelligence, and business and financial research for clients in banking and financial services. The company operates using an onshore model and supports individual investors and financial services firms.
It is recognized for its direct interaction with portfolio managers and tailored investment strategies, with a strong emphasis on sustainable and climate-impact investing.
Services
Pendragon Capital provides finance and accounting services supported by financial planning and analysis, market and competitive intelligence, and business and financial research. These services cover personalized investment management and financial planning, tailored to support individual wealth management needs and long-term financial goals.
Capabilities
Financial Planning & Analysis (FP&A)
Market & Competitive Intelligence
Business & Financial Research
Industries Served
The company serves clients in banking and financial services. It has experience supporting individual investors and financial services firms with services aligned to industry-specific requirements and investment strategies that focus on sustainability.
Unique Stregths
Pendragon Capital is known for its personalized service and fiduciary commitment to clients, offering tailored investment advice and financial planning. Its approach includes direct interaction with experienced portfolio managers, ensuring that client interests are prioritized and investment strategies are customized to individual needs.
Delivery Footprint
Headquartered in Fishkill, NY, the company operates using an onshore delivery model. It serves clients primarily in the United States, with a focus on providing direct, personal service that enhances client relationships and investment outcomes.
Certifications
No items found.
Verticals
Banking & Financial Services
Clients
No items found.
What's the main service provided by
Pendragon Management
?
Pendragon Management specializes in finance and accounting services, emphasizing personalized investment management and financial planning. In addition to its core offerings, the company provides services in financial planning and analysis (FP&A), market and competitive intelligence, as well as business and financial research, catering to the unique needs of clients in the banking and financial services sector.
What additional services does
Pendragon Management
provide?
In addition to its main focus on finance and accounting, Pendragon Management also offers back-office operations. This expands their capability to support clients with essential operational tasks, further enhancing their service offerings in the financial sector.
When was
Pendragon Management
founded?
Pendragon Management was established in 1998, marking over 25 years of experience in the finance and accounting industry. Since its inception, the company has been dedicated to helping clients manage their wealth through intelligent investment strategies and financial planning.
What industry verticals does
Pendragon Management
serve?
Pendragon Management focuses primarily on the Banking & Financial Services sector. The company has developed expertise in serving both individual investors and financial services firms, ensuring that its services align with the specific requirements of this industry.
What delivery model does
Pendragon Management
offer?
Pendragon Management employs an onshore delivery model, which means that its services are provided within the same country where it operates. This approach allows for closer communication and collaboration with clients, enhancing the overall service experience and ensuring that clients receive tailored solutions that meet their specific needs.
How many employees and/or seats does
Pendragon Management
have?
Pendragon Management has a small workforce, consisting of between 1 to 10 employees. This compact size enables a personalized approach to client service, ensuring that each client receives dedicated attention and tailored investment strategies.
Can
Pendragon Management
be considered a good service provider for startups?
While Pendragon Management primarily serves clients in the banking and financial services sector, its personalized approach and tailored strategies may appeal to startups, particularly those in similar industries. However, given its small size, the company may be better suited for clients seeking specialized financial services rather than large-scale support typically required by startups.
Can
Pendragon Management
be considered a good service provider for SMBs?
Pendragon Management is well-positioned to support small and medium businesses, particularly those in the financial sector. Its commitment to personalized service and tailored investment strategies can greatly benefit SMBs looking for guidance in managing their financial health and growth. The company’s onshore delivery model further enhances its ability to build strong relationships with its clients, fostering a supportive environment for business development.
Can
Pendragon Management
be considered a good service provider for enterprises?
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