Clear Rock Advisors LLC
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Clear Rock Advisors LLC - overview
Established
2016
Location
Dallas, TX, US
Primary Industry
Financial Services
About
Founded in 2016 and based in Texas, US, Clear Rock Advisors LLC operates as a provider of financial services, including advisory, wealth planning, and investment strategy, to individuals and entrepreneurs. In September 2024, True North Advisors, LLC, a portfolio company of HGGC and Wealth Partners Capital Group, acquired Clear Rock Advisors LLC. As of 2024, the company is led by its CEO, Ty Sanders. Clear Rock Advisors offers a wide range of wealth management solutions, including tax planning, cash flow planning, financial planning, investment management, retirement and education planning, and portfolio management solutions (equities, alternative investments, investment grade bonds, private investment), and many more to high-net-worth individuals and families.
Current Investors
True North Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, Accounting Services
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Clear Rock 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 | Clear Rock Advisors LLC | - |
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