Epic Advisors Overview

  • Founded
  • 1991
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 1

Epic Advisors General Information

Description

Operator of a multi-family office. The company offers wealth management advisory, tax planning, investment strategies and planning, and related services to ultra-high net worth families. It serves families in 11 states.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary Office
  • 1775 Sherman Street
  • Suite 1350
  • Denver, CO 80203
  • United States
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

Epic Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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

Request a free trial

Epic Advisors Executive Team (2)

Name Title Board Seat Contact Info
Gloria Higgins Founder, President & Chief Executive Officer
Manny Marques President
To view Epic Advisors’s complete executive team members history, request access »

Epic Advisors Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 0000000 02-Aug-2016 000000000000000000 000 Other Financial Services 00000 0000000
To view Epic Advisors’s complete acquisitions history, request access »

Epic Advisors Subsidiaries (1)

Company Name Industry Location Founded
000000000 0000000 Other Financial Services Scarborough, ME 0000
To view Epic Advisors’s complete subsidiaries history, request access »