Fisher Investments Inc.
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Fisher Investments Inc. - overview
Established
1979
Location
Plano, TX, US
Primary Industry
Financial Services
About
Founded in 1979 and based in Texas, US, Fisher Investments Inc. operates as an investment management company that offers a wide range of financial services, mainly investment advisory services. The company was founded by its CIO, Ken Fisher. In March 2026, Advent International and Abu Dhabi Investment Authority invested USD 3 billion in Fisher Investments Inc.
As of 2024, the company is led by its CEO, Damian Ornani. Fisher Investments provides financial services to individuals, families, and institutions, focusing on personalized wealth management, business 401(k) plans, fiduciary services, and institutional investing. The firm offers services like professional investment portfolio management, financial planning, ESG integration, and investment advisory services. In addition, the company also provides a mobile application for both Android and iOS users.
Current Investors
Advent International, Abu Dhabi Investment Authority
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.fisherinvestments.com
Verticals
FinTech
Company Stage
Mature - Growth Capital
Total Amount Raised
Subscriber access only
Fisher Investments 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Growth | Completed | Fisher Investments Inc. | - |
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