SilverStar Wealth Management, Inc.
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SilverStar Wealth Management, Inc. - overview
Established
2019
Location
-, TX, US
Primary Industry
Financial Services
About
SilverStar Wealth Management, Inc. is a US-based firm specializing in investment management and strategic wealth planning services, focusing on personalized financial solutions for individuals and families. Founded in 2019, SilverStar Wealth Management, Inc. provides tailored wealth management services to clients in the US, particularly in Texas and surrounding regions.
In June 2025, Bluespring Wealth Partners, LLC, a portfolio company of Kestra Financial, Inc. , acquired SilverStar Wealth Management, Inc. SilverStar Wealth Management, Inc. specializes in comprehensive investment management and strategic wealth planning services tailored to individual and family clients.
The firm's core offerings focus on creating personalized financial plans that align with clients' long-term goals, emphasizing a relationship-driven approach. This includes providing detailed analyses and recommendations to optimize clients' portfolios. SilverStar also employs its proprietary Wealth Management Navigator platform, aiding clients in navigating complex financial landscapes. The firm serves a diverse client base, including high-net-worth individuals and families primarily across the United States, with particular attention to Texas and surrounding states.
SilverStar Wealth Management generates revenue through a combination of advisory fees and asset management services. The firm's fee structure typically involves a percentage of assets under management (AUM), which aligns the firm's interests with those of its clients by incentivizing long-term growth of client portfolios. In addition to this, SilverStar may charge fees for specific financial planning services provided to clients on a project basis. Revenue is derived from ongoing advisory services, including regular check-ins, performance reviews, and adjustments to financial plans as clients’ needs evolve.
Current Investors
Bluespring Wealth Partners, LLC
Primary Industry
Financial Services
Sub Industries
Education & Training Services, Investment Banking, Accounting Services, Insurance
Website
www.silverstarwealth.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
SilverStar 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 | SilverStar Wealth Management, Inc. | - |
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