Autus Asset Management, LLC

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Autus Asset Management, LLC - overview

Established

2001

Location

Scottsdale, AZ, US

Primary Industry

Financial Services

About

Based in Arizona, US, and founded in 2001, Autus Asset Management, LLC, a. k. a. Autus Asset Management operates as a provider of investment management services, such as retirement planning, tax and cost efficiency services, and independent research tailored to clients' needs.


In June 2019, Emigrant Partners acquired a minority stake in Autus Asset Management, LLC. The company provides a wide range of wealth management services, including portfolio analysis and personalized risk assessment, investment policy statement design, wealth forecasting, and retirement planning, as well as tax consultation and cash flow management. Autus Asset Management serves high-net-worth individuals and families.


Primary Industry

Financial Services

Sub Industries

Investment Banking, Accounting Services

Verticals

FinTech

Total Amount Raised

Subscriber access only

Autus Asset Management, LLC - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Secondary BuyoutCompletedAutus Asset Management, LLC-

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