Envoi, LLC
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Envoi, LLC - overview
Established
2006
Location
Minneapolis, MN, US
Primary Industry
Financial Services
About
Based in Minnesota, US, and co-founded by Brenda Sallstrom, Jim Sand, and Ryan Steenslan in 2006, Envoi, LLC operates as a financial services company specializing in financial wealth management. In May 2024, AlTi Tiedemann Global, a portfolio company of Allianz X and Constellation Wealth Capital, acquired Envoi, LLC. The company serves as a protector, confidant, negotiator, agent, ally, and advocate to ensure clients' financial security and legacy through personalized solutions. Envoi offers a suite of services, including wealth management, financial planning, investment advisory, and estate planning.
It considers the client's entire financial picture to develop strategies that maximize growth and minimize risk. This includes creating tailored investment portfolios, optimizing tax strategies, and planning for future generations. As of May 2024, the firm has an asset under management (AUM) of approximately USD 3 billion. The May 2024 acquisition will support Envoi to expand its footprint in the US market and its capabilities to grow its customer base.
Current Investors
AlTi Tiedemann Global
Primary Industry
Financial Services
Sub Industries
Accounting Services, Investment Banking
Website
www.envoillc.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Envoi, 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 | Envoi, LLC | - |
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