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Epic Advisors

1991 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
1 INVESTMENTS
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.

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

Epic Advisors Valuation and Funding

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

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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
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Epic Advisors Subsidiaries (1)

Company Name Industry Location Founded
000000000 0000000 Other Financial Services Scarborough, ME 0000
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Epic Advisors Executive Team (2)

Name Title Board
Seat
Contact
Info
Gloria Higgins Founder, President & Chief Executive Officer
Manny Marques President