Sweeney Kovar Financial Advisors Inc.
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Sweeney Kovar Financial Advisors Inc. - overview
Established
1984
Location
Danville, CA, US
Primary Industry
Financial Services
About
Founded in 1984 by founder Kevin M. Sweeney and Joseph C. Kovar and based in California, US, Sweeney Kovar LLP specializing in tax-focused financial planning and wealth management services. In January 2025, Avantax, a portfolio company of Cetera Financial Group, Inc.
and Genstar Capital Partners, acquired Sweeney Kovar LLP. Sweeney Kovar LLP offer wealth management and accounting solutions such as tax-intelligent financial planning, providing clients with personalized strategies to optimize their financial futures. Additionally, Sweeney Kovar managed USD 180 million in assets under administration as of September 30, 2024, and processed around 2,000 tax returns annually through its tax and accounting division.
Current Investors
Avantax, Inc.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
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Sweeney Kovar Financial Advisors 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 | Sweeney Kovar Financial Advisors Inc. | - |
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