Overlake Partners Overview

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Overlake Partners General Information


Provider of financial advisory services based in Bellevue, Washington. The company offers wealth management, asset allocation, tax efficiency, risk management and liquidity, financial planning and advisory services, thereby enabling its clients to manage and achieve financial goals.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Corporate Office
  • 35-100th Avenue North East
  • Bellevue, WA 98004
  • United States

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Overlake Partners Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Overlake Partners FAQs

  • Where is Overlake Partners headquartered?

    Overlake Partners is headquartered in Bellevue, WA.

  • What industry is Overlake Partners in?

    Overlake Partners’s primary industry is Other Financial Services.

  • Is Overlake Partners a private or public company?

    Overlake Partners is a Private company.

  • What is Overlake Partners’s current revenue?

    The current revenue for Overlake Partners is 000000.

  • When was Overlake Partners acquired?

    Overlake Partners was acquired on 05-Dec-2012.

  • Who acquired Overlake Partners?

    Overlake Partners was acquired by Kestra Private Wealth Services.

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