Equistar Wealth Management Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 5

Employees

  • Latest Deal Type
  • 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

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 3103 Bee Caves Road
  • Suite 238
  • Austin, TX 78746
  • United States
Primary Industry
Asset Management
Other Industries
Private Equity
Corporate Office
  • 3103 Bee Caves Road
  • Suite 238
  • Austin, TX 78746
  • United States

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Equistar Wealth Management Valuation & Funding

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

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Equistar Wealth Management 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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Equistar Wealth Management FAQs

  • When was Equistar Wealth Management founded?

    Equistar Wealth Management was founded in 2008.

  • Where is Equistar Wealth Management headquartered?

    Equistar Wealth Management is headquartered in Austin, TX.

  • What is the size of Equistar Wealth Management?

    Equistar Wealth Management has 5 total employees.

  • What industry is Equistar Wealth Management in?

    Equistar Wealth Management’s primary industry is Asset Management.

  • Is Equistar Wealth Management a private or public company?

    Equistar Wealth Management is a Private company.

  • 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.

  • Who acquired Equistar Wealth Management?

    Equistar Wealth Management was acquired by Avidian Wealth Solutions.

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