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
Acquirer
GenSpring Family Offices
Primary Office
  • 1775 Sherman Street
  • Suite 1350
  • Denver, CO 80203
  • United States

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Epic Advisors Valuation & Funding

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

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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
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 000 02-Aug-2016 0000000000 000 Other Financial Services 00000 000
To view Epic Advisors’s complete acquisitions history, request access »