Joslin Capital Advisors Overview

  • Year Founded
  • 1999

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 6

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Joslin Capital Advisors General Information

Description

Provider of securities and advisory services intended to cater to the needs of individuals, families and institutions. The company offers a range of services including wealth management, financial planning, institutional consulting and cross-generational planning, thereby helping its clients manage their investments and plan for the future effectively.

Contact Information

Website
www.joslincapital.com
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 11431 Willows Road Northeast
  • Suite 120
  • Redmond, WA 98052
  • United States
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Other Financial Services
Acquirer
Beacon Pointe Advisors
Corporate Office
  • 11431 Willows Road Northeast
  • Suite 120
  • Redmond, WA 98052
  • United States

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Joslin Capital Advisors Valuation & Funding

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

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Joslin Capital Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of securities and advisory services intended to cater to the needs of individuals, families and institutions. T
Consulting Services (B2B)
Redmond, WA
6 As of 2024

Tacoma, WA
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Joslin Capital Advisors Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Stolz & Associates Corporation Tacoma, WA
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Joslin Capital Advisors Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Joslin Capital Advisors FAQs

  • When was Joslin Capital Advisors founded?

    Joslin Capital Advisors was founded in 1999.

  • Who is the founder of Joslin Capital Advisors?

    Mike Joslin is the founder of Joslin Capital Advisors.

  • Where is Joslin Capital Advisors headquartered?

    Joslin Capital Advisors is headquartered in Redmond, WA.

  • What is the size of Joslin Capital Advisors?

    Joslin Capital Advisors has 6 total employees.

  • What industry is Joslin Capital Advisors in?

    Joslin Capital Advisors’s primary industry is Consulting Services (B2B).

  • Is Joslin Capital Advisors a private or public company?

    Joslin Capital Advisors is a Private company.

  • What is Joslin Capital Advisors’s current revenue?

    The current revenue for Joslin Capital Advisors is .

  • Who are Joslin Capital Advisors’s competitors?

    Stolz & Associates is a competitor of Joslin Capital Advisors.

  • When was Joslin Capital Advisors acquired?

    Joslin Capital Advisors was acquired on 31-May-2024.

  • Who acquired Joslin Capital Advisors?

    Joslin Capital Advisors was acquired by Beacon Pointe Advisors.

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