Epic Advisors Overview
- Founded
-
1991
- 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
Primary Office
- 1775 Sherman Street
- Suite 1350
- Denver, CO 80203
- United States
Epic Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Epic Advisors Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Gloria Higgins | Founder, President & Chief Executive Officer | ||
| Manny Marques | President |
Epic Advisors Acquisitions (1)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000000 000 | 02-Aug-2016 | 0000000000 | 000 | Other Financial Services | 00000 000 |