EP Wealth
EP Wealth Advisors is a California-based investment advisory and financial planning firm that provides financial advice for retirees, executives and entertainment professional
Business Model:
Revenue: $35M
Employees: 51-200
Detailed EP Wealth Information
Geographic Data
Address: 21515 Hawthorne Blvd.,
City: Torrance
State: CA
Zip: 90503
Country: US
Financial Info
Stage:
series unknown
Raised Last:
$0
Raised Total:$0
Social
Metrics
1,698,199Website Global Rank
14,237Website Monthly Traffic
Twitter Followers
Description
EP Wealth Advisors is a California-based investment advisory and financial planning firm that provides financial advice for retirees, executives and entertainment professional
Contact Phone:
+13105434559
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 7/2017 | Venture Round | - |
Wealth Partners Capital Group Wealth Partners Capital Group Wealth Partners Capital Group Wealth Partners Capital Group |
7/2017 | Venture Round | 1 | - |
Wealth Partners Capital Group Wealth Partners Capital Group Wealth Partners Capital Group Wealth Partners Capital Group |
|---|
| Announced Date | Name | Price |
|---|---|---|
| 5/2022 | Vantage Advisors | |
| 1/2022 | Klein Financial Advisors | |
| 1/2022 | Mindful Money | |
| 8/2021 | Homewood Capital Management | |
| 1/2021 | NewFocus Financial Group | |
| 10/2020 | Financial Insight Center | |
| 10/2020 | The Insight Group | |
| 8/2019 | Personal Financial Consultants | |
| 7/2019 | Pathlight Investors | |
| 5/2019 | Conlon Dart Wealth Management |
Employee Departments
Employee States
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Revenue: 0 - 100000 Employees: Industry: Software |
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Revenue: 0 - 100000 Employees: 51 - 500 Industry: Education |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Blockchain |
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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