Belvedere Advisors Overview
- Founded
-
2005

- 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)
(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 & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Belvedere Advisors Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
Developer of a financial investment advice platform. The company's proprietary software enables institutional clients to
Financial Software
San Francisco, CA
000000&0
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 |
Belvedere Advisors Executive Team (2)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Mari Kawawa | Founder & Chief Financial Officer | ||
Patrick Beaudan | Senior Managing Director |