Belvedere Advisors Overview

  • Founded
  • 2005

Founded
  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Belvedere Advisors General Information

Description

Developer of a financial investment advice platform. The company's proprietary software enables institutional clients to efficiently manage their sales force and investors by offering a seamless suite of intuitive tools including portfolio research and construction, investment proposals, custom risk questionnaires, tailored client demographic profiling tools, paperless client onboarding, account reviews, billing and performance reporting.

Contact Information

Website
www.emotomy.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Parent Company
Primary Office
  • 2 Embarcadero Center 8th Floor
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000

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Belvedere Advisors Valuation & Funding

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

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Belvedere Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial investment advice platform. The company's proprietary software enables institutional clients to
Financial Software
San Francisco, CA
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Chatham, NJ
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Surrey, Canada
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Belvedere Advisors Competitors (48)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Invessence Corporation Chatham, NJ 0
000000000000 Private Equity-Backed Surrey, Canada 000 000.00 000000000000 000.00
0000000 Private Equity-Backed Glasgow, United Kingdom 000 000.00 0000000 0000 000.00
0000000 0000000 00 Corporation Princeton, NJ 00
000000 Private Equity-Backed San Diego, CA 000 000.00 000000&0
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Belvedere Advisors Executive Team (2)

Name Title Board Seat Contact Info
Mari Kawawa Founder & Chief Financial Officer
Patrick Beaudan Senior Managing Director
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