Cedrus Financial Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Cedrus Financial General Information

Description

Provider of a wealth management and strategic planning service intended to serve businesses, families, and individuals. The company offers services such as family vision articulation, succession planning, education funding, retirement planning, risk management, and others, enabling individuals and families to achieve financial clarity, security, and growth through comprehensive, customized strategies.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 8241 South Continental Divide Road
  • Littleton, CO 80127
  • United States
+1 (720)
Primary Industry
Asset Management
Other Industries
Other Services (B2C Non-Financial)
Other Financial Services
Parent Company
Corporate Office
  • 8241 South Continental Divide Road
  • Littleton, CO 80127
  • United States
+1 (720)

Want detailed data on 11M+ 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

Cedrus Financial Valuation & Funding

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

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

Request a free trial

Cedrus Financial FAQs

  • When was Cedrus Financial founded?

    Cedrus Financial was founded in 2013.

  • Where is Cedrus Financial headquartered?

    Cedrus Financial is headquartered in Littleton, CO.

  • What industry is Cedrus Financial in?

    Cedrus Financial’s primary industry is Asset Management.

  • Is Cedrus Financial a private or public company?

    Cedrus Financial is a Private company.

  • What is Cedrus Financial’s current revenue?

    The current revenue for Cedrus Financial is .

  • When was Cedrus Financial acquired?

    Cedrus Financial was acquired on 27-Jan-2025.

  • Who acquired Cedrus Financial?

    Cedrus Financial was acquired by Arax Advisory Partners.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read more
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process