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
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Belvedere Advisors Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Belvedere Advisors‘s full profile, request access.

Request a free trial

Belvedere Advisors Executive Team (2)

Name Title Board Seat Contact Info
Patrick Beaudan Co-Founder & Chief Executive Officer
Mari Kawawa Chief Financial Officer
To view Belvedere Advisors’s complete executive team members history, request access »