Epic Advisors Overview

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

Epic Advisors General Information


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
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
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Epic Advisors Valuation & Funding

Deal Type Date Amount Valuation/
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 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 »