EverSource Wealth Advisors Overview
- Year Founded
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2017
- Status
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Private
- Employees
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67
- Latest Deal Type
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2ndary - Private
EverSource Wealth Advisors General Information
Description
Provider of wealth advisory services intended to help families organize their finances and plan for financial goals. The company provides financial planning and advisory services that combine family financial organization, risk mitigation, and guidance on using financial resources to support personal goals and life impact, helping families structure their financial affairs, assess risks, and align financial decisions with their priorities and objectives.
Contact Information
Website
www.eversourcewealthadvisors.comCorporate Office
- 3500 Colonnade Parkway
- Suite 150
- Birmingham, AL 35243
- United States
Corporate Office
- 3500 Colonnade Parkway
- Suite 150
- Birmingham, AL 35243
- United States
EverSource Wealth Advisors Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 4. Secondary Transaction - Private | 01-Jul-2021 | Completed | Generating Revenue | |||
| 3. Early Stage VC | 05-Jan-2021 | Completed | Generating Revenue | |||
| 2. Early Stage VC | 31-Jan-2018 | $50K | $2.45M | Completed | Generating Revenue | |
| 1. Seed Round | 30-Aug-2017 | $2.4M | $2.4M | Completed | Generating Revenue |
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EverSource Wealth Advisors Related Research & Analysis
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EverSource Wealth Advisors Investments (1)
EverSource Wealth Advisors’s most recent deal was a PIPE with Vestis. The deal was made on 01-Jan-2025.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Vestis | 01-Jan-2025 | PIPE | Other Commercial Services |
EverSource Wealth Advisors Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Nexus Impact Advisors | Birmingham, AL | 2016 |
EverSource Wealth Advisors FAQs
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When was EverSource Wealth Advisors founded?
EverSource Wealth Advisors was founded in 2017.
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Where is EverSource Wealth Advisors headquartered?
EverSource Wealth Advisors is headquartered in Birmingham, AL.
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What is the size of EverSource Wealth Advisors?
EverSource Wealth Advisors has 67 total employees.
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What industry is EverSource Wealth Advisors in?
EverSource Wealth Advisors’s primary industry is Other Financial Services.
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Is EverSource Wealth Advisors a private or public company?
EverSource Wealth Advisors is a Private company.
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What is EverSource Wealth Advisors’s current revenue?
The current revenue for EverSource Wealth Advisors is .
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How much funding has EverSource Wealth Advisors raised over time?
EverSource Wealth Advisors has raised $4.45M.
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