Artemis Financial Advisors LLC
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Artemis Financial Advisors LLC - overview
Established
2008
Location
Boston, MA, US
Primary Industry
Financial Services
About
Founded in 2008 and based in Massachusetts, US, Artemis Financial Advisors LLC operates as a wealth management firm that provides financial solutions including retirement planning and sustainable investment strategies. The company was founded by its CEO, Leigh Bivings. In December 2024, Beacon Pointe Advisors, LLC, a portfolio company of KKR, acquired Artemis Financial Advisors LLC. Artemis Financial Advisors specializes in providing personalized financial planning, sustainable investing, and wealth management services.
The company’s core offerings include customized financial strategies tailored to individual client needs, which encompass retirement planning, divorce financial planning, and financial education. The firm focuses on serving a diverse clientele, including individuals, couples, and professionals at various life stages, such as young professionals, individuals in career transitions, and those nearing retirement. Artemis Financial Advisors generates revenue through a fee-only model, which typically involves charging clients for financial planning and wealth management services based on a percentage of assets under management or flat fees for specific advisory projects.
Current Investors
Beacon Pointe Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.artemisadvisors.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Artemis Financial Advisors 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 | Completed | Artemis Financial Advisors LLC | - |
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