Empyrion Wealth Management, Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Empyrion Wealth Management, Inc. - overview
Established
1989
Location
Roseville, CA, US
Primary Industry
Financial Services
About
Based in California, US, and founded in 1989 by its president, Kimberly Foss, Empyrion Wealth Management, Inc. , operates as an investment banking company that offers various financial planning and investment solutions to family stewards, women in transition, and thriving retirees. In January 2023, Mercer Global Advisors, Inc. , a portfolio company of Oak Hill Capital Partners and Genstar Capital Partners, acquired Empyrion Wealth Management, Inc.
The company offers various wealth management solutions that include financial planning and investment advice, collaborative estate and tax planning, education expenses and planning, retirement income and withdrawal strategies, and cash flow projections and evaluations of assets, earnings, and investments. The company also provides digital financial solutions that include an online platform used to connect, organize, and manage financial wellness, helping users achieve their retirement goals. The company generates revenue by selling various packs that vary as EWM digital (USD 79 per month), EWM digital planning (USD 3750 per year), and EWM digital investing.
Current Investors
Mercer Global Advisors Inc.
Primary Industry
Financial Services
Sub Industries
e-Financial, Investment Banking, Accounting/Finance Software
Website
www.empyrionwealth.com
Verticals
FinTech, Mobile Apps
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Empyrion Wealth Management, Inc. - 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 | Empyrion Wealth Management, Inc. | - |
Displaying 1 - 1 of 1
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.