ALTIUS Financial Overview

  • Year Founded
  • 1999

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 5

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

ALTIUS Financial General Information

Description

Provider of financial planning and investment management services intended for high-net-worth individuals and families. The company's services include discretionary portfolio management, trust and estate planning and retirement strategy through its proprietary planning program, enabling clients to build, defend and grow their capital through disciplined investing and long-term wealth design.

Contact Information

Website
www.altiusfinancial.com
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 1777 South Harrison Street
  • Suite 810
  • Denver, CO 80210
  • United States
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Robertson Stephens Wealth Management
Corporate Office
  • 1777 South Harrison Street
  • Suite 810
  • Denver, CO 80210
  • United States

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ALTIUS Financial Valuation & Funding

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

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ALTIUS Financial Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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ALTIUS Financial FAQs

  • When was ALTIUS Financial founded?

    ALTIUS Financial was founded in 1999.

  • Where is ALTIUS Financial headquartered?

    ALTIUS Financial is headquartered in Denver, CO.

  • What is the size of ALTIUS Financial?

    ALTIUS Financial has 5 total employees.

  • What industry is ALTIUS Financial in?

    ALTIUS Financial’s primary industry is Asset Management.

  • Is ALTIUS Financial a private or public company?

    ALTIUS Financial is a Private company.

  • What is ALTIUS Financial’s current revenue?

    The current revenue for ALTIUS Financial is .

  • When was ALTIUS Financial acquired?

    ALTIUS Financial was acquired on 03-Nov-2026.

  • Who acquired ALTIUS Financial?

    ALTIUS Financial was acquired by Robertson Stephens Wealth Management.

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