High Falls Advisors Overview
- Year Founded
-
2008
- Status
-
Acquired/Merged
- Employees
-
21
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
2
High Falls Advisors General Information
Description
Provider of integrated financial advisory and wealth management services intended to help clients meet long-term financial goals. The company offers retirement planning, tax preparation, portfolio management, estate management, and employee benefits counseling, enabling individuals, families, and small business owners to manage wealth through a fiduciary-led strategy supported by a collaborative team of certified planners and accountants.
Contact Information
Website
www.highfallsadvisors.com(Operating Subsidiary)
Corporate Office
- 3 City Center, 180 South Clinton Avenue
- Suite 300
- Rochester, NY 14604
- United States
Corporate Office
- 3 City Center, 180 South Clinton Avenue
- Suite 300
- Rochester, NY 14604
- United States
High Falls Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
High Falls Advisors Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
High Falls Advisors FAQs
-
When was High Falls Advisors founded?
High Falls Advisors was founded in 2008.
-
Where is High Falls Advisors headquartered?
High Falls Advisors is headquartered in Rochester, NY.
-
What is the size of High Falls Advisors?
High Falls Advisors has 21 total employees.
-
What industry is High Falls Advisors in?
High Falls Advisors’s primary industry is Other Financial Services.
-
Is High Falls Advisors a private or public company?
High Falls Advisors is a Private company.
-
What is High Falls Advisors’s current revenue?
The current revenue for High Falls Advisors is .
-
When was High Falls Advisors acquired?
High Falls Advisors was acquired on 31-Aug-2026.
-
Who acquired High Falls Advisors?
High Falls Advisors was acquired by Allworth Financial.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process
