Bingham, Osborn & Scarborough Overview

  • Founded
  • 1985
Founded
  • Status
  • Private
  • Employees
  • 43
Employees
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 9

Bingham, Osborn & Scarborough General Information

Description

Operator of a wealth management company in San Francisco, California. The company offers wealth management services, specializing in strategies for retirement planning, estate planning, charitable giving, portfolio diversification, insurance programs and tax management and serves wealthy families, individuals, entrepreneurs, charitable endowments and foundations by focusing on doing what's in the best interests of its clients through proactive and comprehensive financial planning advice and a long-term, disciplined approach to investing.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 345 California Street
  • Suite 1100
  • San Francisco, CA 94104
  • United States
+1 (415) 000-0000

Bingham, Osborn & Scarborough Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
Want detailed data on 3M+ 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

Bingham, Osborn & Scarborough Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Bingham, Osborn & Scarborough‘s full profile, request access.

Request a free trial

Bingham, Osborn & Scarborough Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Operator of a wealth management company in San Francisco, California. The company offers wealth management services, spe
Asset Management
San Francisco, CA
43 As of 2020
000000000 -

000 0000

is nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate veli
000000000
Boston, MA
0000 As of 0000
00000
000000000 00 00000

00000000

et, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
0000000000, 00000 000 000 00000000 (000)
Los Angeles, CA
000000000 -
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Bingham, Osborn & Scarborough Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
LPL Financial Formerly PE-Backed Boston, MA 0000 00000 000000000 00 00000
000000000 Corporate Backed or Acquired Los Angeles, CA 000000000 -
000000 00000 00000 Corporate Backed or Acquired Saint Louis, MO 00000 00000 000000000000 00000
000000000 00000 Corporate Backed or Acquired Seattle, WA 000000&0
00000000 000000000 Corporate Backed or Acquired Santa Clara, CA 000 000000&0
You’re viewing 5 of 5 competitors. Get the full list »

Bingham, Osborn & Scarborough Executive Team (32)

Name Title Board Seat Contact Info
Kevin Dorwin Chief Executive Officer
Carol Benz President & Chief Operating Officer
Richard Golinski Principal & Chief Investment Officer
Aaron Waxman Principal
Colleen Supran Principal
You’re viewing 5 of 32 executive team members. Get the full list »

Bingham, Osborn & Scarborough Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Bingham, Osborn & Scarborough Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Bingham, Osborn & Scarborough‘s full profile, request access.

Request a free trial