Epic Advisors Overview

  • Year Founded
  • 1991

Year 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
Acquirer
GenSpring Family Offices
Corporate 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
Manny Marques President
You’re viewing 1 of 2 executive team members. Get the full list »

Epic Advisors Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Actuarial Designs & Solutions 02-Aug-2016 0000000000 000 Other Financial Services 00000 000
To view Epic Advisors’s complete acquisitions history, request access »

Epic Advisors FAQs

  • When was Epic Advisors founded?

    Epic Advisors was founded in 1991.

  • Who is the founder of Epic Advisors?

    Gloria Higgins is the founder of Epic Advisors.

  • Where is Epic Advisors headquartered?

    Epic Advisors is headquartered in Denver, CO.

  • What industry is Epic Advisors in?

    Epic Advisors’s primary industry is Other Financial Services.

  • Is Epic Advisors a private or public company?

    Epic Advisors is a Private company.

  • What is Epic Advisors’s current revenue?

    The current revenue for Epic Advisors is 000000.

  • When was Epic Advisors acquired?

    Epic Advisors was acquired on 06-Apr-2009.

  • Who acquired Epic Advisors?

    Epic Advisors was acquired by GenSpring Family Offices.

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 »