Beacon Financial Overview
- Year Founded
-
1995
- Status
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Acquired/Merged
- Employees
-
15
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
- Investments
-
1
Beacon Financial General Information
Description
Provider of financial planning services headquartered in Dallas, Texas. The company provides estate management, insurance management, tax planning, money management and investment solutions, thereby creating an investment strategy designed to pursue its client's risk tolerance, time horizon and goals.
Contact Information
Website
www.beaconfg.com(Operating Subsidiary)
Corporate Office
- 17300 Preston Road
- Suite 120
- Dallas, TX 75252
- United States
Corporate Office
- 17300 Preston Road
- Suite 120
- Dallas, TX 75252
- United States
Beacon Financial Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Beacon Financial Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Beacon Financial Investments (1)
Beacon Financial’s most recent deal was a Later Stage VC with Beacon Trust. The deal was made on 01-Jan-2005.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Beacon Trust | 01-Jan-2005 | Later Stage VC | Asset Management |
Beacon Financial Exits (1)
Beacon Financial’s most recent exit was on 01-Jan-2005 from Beacon Trust. The exit was categorized as with 2 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Beacon Trust | 01-Jan-2005 | Completed |
|
Beacon Financial FAQs
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When was Beacon Financial founded?
Beacon Financial was founded in 1995.
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Where is Beacon Financial headquartered?
Beacon Financial is headquartered in Dallas, TX.
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What is the size of Beacon Financial?
Beacon Financial has 15 total employees.
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What industry is Beacon Financial in?
Beacon Financial’s primary industry is Other Financial Services.
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Is Beacon Financial a private or public company?
Beacon Financial is a Private company.
-
What is Beacon Financial’s current revenue?
The current revenue for Beacon Financial is .
-
When was Beacon Financial acquired?
Beacon Financial was acquired on 17-Sep-2019.
-
Who acquired Beacon Financial?
Beacon Financial was acquired by Bluespring Wealth Partners.
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