Equistar Wealth Management Overview
- Year Founded
-
2008

- Status
-
Acquired/Merged
- Employees
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5

- Latest Deal Type
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M&A
- Financing Rounds
-
1
Equistar Wealth Management General Information
Description
Provider of investment management and financial planning services catering to Austin investors and families. The company specializes in transition assistance with financial and life goal implications, as well as providing financial advice tailored for women, thereby offering customized plan according to the client's needs.
Contact Information
Website
www.eswealth.comCorporate Office
- 3103 Bee Caves Road
- Suite 238
- Austin, TX 78746
- United States
Corporate Office
- 3103 Bee Caves Road
- Suite 238
- Austin, TX 78746
- United States
Equistar Wealth Management Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Equistar Wealth Management Signals
Equistar Wealth Management FAQs
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When was Equistar Wealth Management founded?
Equistar Wealth Management was founded in 2008.
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Where is Equistar Wealth Management headquartered?
Equistar Wealth Management is headquartered in Austin, TX.
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What is the size of Equistar Wealth Management?
Equistar Wealth Management has 5 total employees.
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What industry is Equistar Wealth Management in?
Equistar Wealth Management’s primary industry is Asset Management.
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Is Equistar Wealth Management a private or public company?
Equistar Wealth Management is a Private company.
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What is Equistar Wealth Management’s current revenue?
The current revenue for Equistar Wealth Management is
. -
When was Equistar Wealth Management acquired?
Equistar Wealth Management was acquired on 15-May-2024.
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Who acquired Equistar Wealth Management?
Equistar Wealth Management was acquired by Avidian Wealth Solutions.
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