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


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
GenSpring Family Offices
Corporate 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
Manny Marques President
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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.

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