Prism Financial Group, L.L.C.
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Prism Financial Group, L.L.C. - overview
Location
Overland Park, KS, US
Primary Industry
Business Support Services
About
Prism Financial Group, L. L. C. is a US-based firm specializing in financial advisory services, focusing on investment management and wealth planning for high-net-worth individuals, families, and businesses.
Prism Financial Group, L. L. C. offers financial advisory services designed to meet the needs of affluent clients.
The firm's headquarters is located in Overland Park, US. In November 2025, Aprio, LLP, a portfolio company of Charlesbank Capital Partners, acquired Prism Financial Group, L. L. C.
Financial terms of the transaction were not disclosed. Prism Financial Group, L. L. C.
provides comprehensive financial advisory services tailored for high-net-worth individuals, families, and businesses. Their core offerings include investment management, financial planning, tax strategy, and estate planning, addressing the complex financial needs of their clients. The firm utilizes customized strategies to enhance wealth preservation and growth, serving a diverse clientele across various geographical markets, including the United States, Europe, and select regions in Asia. Prism Financial Group, L.
L. C. generates revenue primarily through fee-based structures associated with its financial advisory services. Clients engage the firm for ongoing investment management and financial planning services, resulting in a recurring revenue stream based on a percentage of assets under management.
While specific pricing plans are not disclosed, the firm's offerings likely reflect various tiers of service aligned with the complexity of financial strategies implemented, emphasizing long-term client relationships. Looking ahead, Prism Financial Group, L. L. C.
aims to expand its service offerings and geographic reach. The firm is currently designing new financial products to be launched by the end of 2025. Additionally, plans are in place to enter new markets in Europe and Asia, leveraging insights gained from recent business developments. The recent acquisition by Aprio, LLP will provide resources to fuel these initiatives and support the firm's strategy for growth.
Current Investors
Aprio, LLP
Primary Industry
Business Support Services
Sub Industries
Consulting Services, Accounting Services
Website
www.prismfg.com/
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Prism Financial Group, L.L.C. - 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 | Prism Financial Group, L.L.C. | - |
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