Insights

Growing Investment Portfolio MGO Inc. actively invests in a diverse range of assets including ETFs, equities, and managed futures, with recent stakes totaling over $13 million. This indicates a robust investment approach that may benefit from enhanced portfolio management solutions and advanced analytics tools.

Expansion in Asset Management Recent investments in high-profile ETFs and equity strategies suggest MGO Inc. is focused on expanding its asset management offerings, providing opportunities to offer tailored financial products, bespoke advisory services, and strategic partnerships.

Targeting High Net Worth Clients MGO's specialization in personal wealth management for high net worth individuals highlights a client base that could benefit from premium financial planning tools, estate planning, and exclusive investment solutions tailored to affluent investors.

Innovation and Tech Use Utilizing a modern tech stack including HubSpot analysis, Shopify, and Cloudflare positions MGO Inc. as open to innovative solutions. This presents opportunities for sales of cutting-edge fintech, client engagement platforms, or data security enhancements.

Market Position & Growth With revenue between $25 million and $50 million and a history of strategic acquisitions like T. Rowe Price, MGO Inc. is in a growth phase, signaling potential interest in scalable enterprise SaaS, compliance solutions, and integrated financial technology services to support expansion.

MGO Inc. Tech Stack

MGO Inc. uses 8 technology products and services including HubSpot Analytics, RSS, Cloudflare, and more. Explore MGO Inc.'s tech stack below.

  • HubSpot Analytics
    Analytics
  • RSS
    Content Management System
  • Cloudflare
    Content Management System
  • Shopify
    E-commerce
  • Underscore.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Gravity Forms
    Web Platform Extensions
  • Essential Addons for Elementor
    Web Platform Extensions

MGO Inc.'s Email Address Formats

MGO Inc. uses at least 1 format(s):
MGO Inc. Email FormatsExamplePercentage
FLast@mgo-inc.comJDoe@mgo-inc.com
50%
FLast@mgo-inc.comJDoe@mgo-inc.com
50%

Frequently Asked Questions

Where is MGO Inc.'s headquarters located?

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MGO Inc.'s main headquarters is located at 24400 Chagrin Boulevard Beachwood, Ohio 44122 United States. The company has employees across 2 continents, including North AmericaAsia.

What is MGO Inc.'s official website and social media links?

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MGO Inc.'s official website is mgo-inc.com and has social profiles on LinkedInCrunchbase.

What is MGO Inc.'s NAICS code?

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MGO Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does MGO Inc. have currently?

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As of March 2026, MGO Inc. has approximately 37 employees across 2 continents, including North AmericaAsia. Key team members include Ceo Of Chen Wealth Services: H. C.Owner: J. F.Vice President: D. D.. Explore MGO Inc.'s employee directory with LeadIQ.

What industry does MGO Inc. belong to?

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MGO Inc. operates in the Investment Management industry.

What technology does MGO Inc. use?

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MGO Inc.'s tech stack includes HubSpot AnalyticsRSSCloudflareShopifyUnderscore.jsjQueryGravity FormsEssential Addons for Elementor.

What is MGO Inc.'s email format?

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MGO Inc.'s email format typically follows the pattern of FLast@mgo-inc.com. Find more MGO Inc. email formats with LeadIQ.

How much funding has MGO Inc. raised to date?

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As of March 2026, MGO Inc. has raised $4.2M in funding. The last funding round occurred on Aug 09, 2022 for $4.2M.

When was MGO Inc. founded?

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MGO Inc. was founded in 1939.

MGO Inc.

Investment ManagementOhio, United States11-50 Employees

Established in 1939, MGO provides “Total Solution” retirement plan consulting and administration services. We cover all aspects of your retirement plan, from creative plan design solutions to turnkey administration to employee education programs. 

In addition, MGO offers personal wealth management services to individual investors, including MGO Signature, our unique process designed to help high net worth individuals define and achieve their financial goals. 

For the last 75 years, our clients have looked to MGO to help them prepare for a comfortable retirement.

Section iconCompany Overview

Headquarters
24400 Chagrin Boulevard Beachwood, Ohio 44122 United States
NAICS Code
5239 - Other Financial Investment Activities
Founded
1939
Employees
11-50

Section iconFunding & Financials

  • $4.2M

    MGO Inc. has raised a total of $4.2M of funding over 1 rounds. Their latest funding round was raised on Aug 09, 2022 in the amount of $4.2M.

  • $25M$50M

    MGO Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $4.2M

    MGO Inc. has raised a total of $4.2M of funding over 1 rounds. Their latest funding round was raised on Aug 09, 2022 in the amount of $4.2M.

  • $25M$50M

    MGO Inc.'s revenue is estimated to be in the range of $25M$50M

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