Freedom Advisors Overview

  • Year Founded
  • 2002

Year Founded

  • Status
  • Private

  • Employees
  • 57

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 6

  • Investments
  • 2

Freedom Advisors General Information

Description

Provider of integrated investment management services intended to serve enterprises with financial decision-making. The company offers wealth management, financial advisory and asset management services through a fee-based platform, thereby ensuring financial advisors get access to investment strategies that were historically available only to high-net-worth individuals and institutions.

Contact Information

Formerly Known As
Eqis Capital Management, Eqis Holdings, Inc.
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Corporate Office
  • 100 Constitution Plaza
  • Floor 7
  • Hartford, CT 06103
  • United States
+1 (800) 000-0000

Freedom Advisors Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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Freedom Advisors Valuation & Funding

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

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Freedom Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of integrated investment management services intended to serve enterprises with financial decision-making. The
Financial Software
Hartford, CT
57 As of 2024
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000000000 00000000
New York, NY
0000 As of 0000
00000
000.00 0000-00-00
000000&0 00000

000000

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00000 000000000 0000
Palo Alto, CA
000 As of 0000
00000
00.00 0000-00-00
00000000000 00000
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Freedom Advisors Competitors (30)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Adenza Formerly PE-Backed New York, NY 0000 00000 000000&0 00000
Wealthfront Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
Nest Wealth Formerly VC-backed Toronto, Canada 00 00.000 000000&0 00.000
Sarwa Venture Capital-Backed Dubai, United Arab Emirates 00 000.00 000000000000 000.00
Ginmon Venture Capital-Backed Frankfurt, Germany 00 0000 0000000000 0 0000
You’re viewing 5 of 30 competitors. Get the full list »

Freedom Advisors Executive Team (22)

Name Title Board Seat Contact Info
Robert Herrmann Chief Executive Officer
Steven Daignault Chief Financial Officer
Brett Rainey Chief Operating Officer
Andrew Lucich Chief Compliance Officer
Jonathan Shiffer Ph.D Chief Investment Officer
You’re viewing 5 of 22 executive team members. Get the full list »

Freedom Advisors Board Members (9)

Name Representing Role Since
0000 00000 Freedom Advisors Board Member 000 0000
00000 00000 Long Ridge Equity Partners Board Member 000 0000
00000 00000 Long Ridge Equity Partners Board Member 000 0000
00000 0000000000 Self Chairman 000 0000
You’re viewing 4 of 9 board members. Get the full list »

Freedom Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Freedom Advisors Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Freedom Advisors Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
3D/L Capital Management 15-Jun-2022 0000000000 Other Financial Services
Apollo Education Group PIPE Educational and Training Services (B2C)
To view Freedom Advisors’s complete investments history, request access »

Freedom Advisors Subsidiaries (1)

Company Name Industry Location Founded
3D/L Capital Management Investment Advisor Hartford, CT 0000
To view Freedom Advisors’s complete subsidiaries history, request access »

Freedom Advisors Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
Apollo Education Group 0000 Completed
  • 6 buyers
To view Freedom Advisors’s complete exits history, request access »

Freedom Advisors FAQs

  • When was Freedom Advisors founded?

    Freedom Advisors was founded in 2002.

  • Who is the founder of Freedom Advisors?

    William Nelson Ph.D, Jennifer Winters, and Scott Winters are the founders of Freedom Advisors.

  • Who is the CEO of Freedom Advisors?

    Robert Herrmann is the CEO of Freedom Advisors.

  • Where is Freedom Advisors headquartered?

    Freedom Advisors is headquartered in Hartford, CT.

  • What is the size of Freedom Advisors?

    Freedom Advisors has 57 total employees.

  • What industry is Freedom Advisors in?

    Freedom Advisors’s primary industry is Financial Software.

  • Is Freedom Advisors a private or public company?

    Freedom Advisors is a Private company.

  • What is Freedom Advisors’s current revenue?

    The current revenue for Freedom Advisors is 000000.

  • How much funding has Freedom Advisors raised over time?

    Freedom Advisors has raised $25.5M.

  • Who are Freedom Advisors’s investors?

    Daher Investment Management, Wasatch Equity Partners, Trinity Capital BDC, and Long Ridge Equity Partners have invested in Freedom Advisors.

  • Who are Freedom Advisors’s competitors?

    Adenza, Wealthfront, Nest Wealth, Sarwa, and Ginmon are some of the 30 competitors of Freedom Advisors.

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