Advisor Partners, LLC
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Advisor Partners, LLC - overview
Established
2001
Location
Walnut Creek, CA, US
Primary Industry
Financial Services
About
Based in California, US, and founded in 2001, Advisor Partners, LLC operates as a FinTech company that offers various financial advisory services. The company was founded by Andrew Rudd. In May 2022, Pathstone, a portfolio company of Lovell Minnick Partners, agreed to acquire Advisor Partners, LLC. The deal is set to close on June 15th, 2022.
As of 2022, the company’s president and CIO is Rahul Agrawal. Advisor Partners employs independent financial advisors and wealth managers to help families, family offices, independent advisors, and wealth managers with a variety of business issues, as well as to provide financial planning and investment advice to clients. The solutions offered by the company include active tax indexing (ATI), socially responsible investing (SRI), and factor-tilt portfolios.
Primary Industry
Financial Services
Sub Industries
Investment Banking, Accounting Services
Website
www.advisorpartners.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Advisor Partners, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Announced | Advisor Partners, LLC | - |
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