Beacon Financial Overview

  • Year Founded
  • 1995

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 14


  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Beacon Financial General Information


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

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Parent Company
Bluespring Wealth Partners
Corporate Office
  • 17300 Preston Road
  • Suite 120
  • Dallas, TX 75252
  • United States
+1 (972) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Beacon Financial Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Beacon Financial‘s full profile, request access.

Request a free trial

Beacon Financial Executive Team (2)

Name Title Board Seat
Brandon Sherbert Chief Operating Officer & Investment Advisor Representative
Stephen Engro Founder, Chief Compliance Officer and President
To view Beacon Financial’s complete executive team members history, request access »

Beacon Financial Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Beacon Financial FAQs

  • When was Beacon Financial founded?

    Beacon Financial was founded in 1995.

  • Who is the founder of Beacon Financial?

    Stephen Engro is the founder of Beacon Financial.

  • Where is Beacon Financial headquartered?

    Beacon Financial is headquartered in Dallas, TX.

  • What is the size of Beacon Financial?

    Beacon Financial has 14 total employees.

  • What industry is Beacon Financial in?

    Beacon Financial’s primary industry is Other Financial Services.

  • 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 000000.

  • 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.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »