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Belvedere Advisors

Belvedere Advisors
2005 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Website
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

Belvedere Advisors Valuation and Funding

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

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Belvedere Advisors Executive Team (2)

Name Title Board
Seat
Contact
Info
Patrick Beaudan Co-Founder & Chief Executive Officer
Mari Kawawa Chief Financial Officer