Bingham, Osborn & Scarborough Overview
- Year Founded
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1985
- Status
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Acquired/Merged
- Employees
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47
- Latest Deal Type
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M&A
- Financing Rounds
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10
Bingham, Osborn & Scarborough General Information
Description
Provider of financial planning and wealth management services intended to serve the requirements of high-net-worth Bay Area individuals and families. The company offers an array of services including personal financial management, customized financial planning, trust and estate planning, institutional investment strategies for attorneys, and associated services, and delivering custom-build plans for every single client, designed specifically for their individual trajectory.
Contact Information
Website
www.bosinvest.com(Operating Subsidiary)
Corporate Office
- 345 California Street
- Suite 1100
- San Francisco, CA 94104
- United States
Corporate Office
- 345 California Street
- Suite 1100
- San Francisco, CA 94104
- United States
Bingham, Osborn & Scarborough Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Bingham, Osborn & Scarborough Comparisons
Industry
Financing
Details
000 00
000 00
Bingham, Osborn & Scarborough Competitors (10)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| UBS Group | Corporation | Zurich, Switzerland | 000000 | 00.00 | 000000000000 | 00.00 |
| HBW Advisory | Corporation | Simi Valley, CA | ||||
| LPL Financial Holdings | Formerly PE-Backed | San Diego, CA | 0000 | 000.00 | 000000000 | 000.00 |
| Central Coast Wealth Management | Corporation | San Luis Obispo, CA | ||||
| Cetera Financial Group | Private Equity-Backed | San Diego, CA | 0000 | 00.00 | 000000000 00 | 00.00 |
Bingham, Osborn & Scarborough Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Bingham, Osborn & Scarborough Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Bingham, Osborn & Scarborough FAQs
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When was Bingham, Osborn & Scarborough founded?
Bingham, Osborn & Scarborough was founded in 1985.
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Who is the founder of Bingham, Osborn & Scarborough?
Earl Osborn JD, John Scarborough, William Urban, and Robert Bingham are the founders of Bingham, Osborn & Scarborough.
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Where is Bingham, Osborn & Scarborough headquartered?
Bingham, Osborn & Scarborough is headquartered in San Francisco, CA.
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What is the size of Bingham, Osborn & Scarborough?
Bingham, Osborn & Scarborough has 47 total employees.
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What industry is Bingham, Osborn & Scarborough in?
Bingham, Osborn & Scarborough’s primary industry is Consulting Services (B2B).
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Is Bingham, Osborn & Scarborough a private or public company?
Bingham, Osborn & Scarborough is a Private company.
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What is Bingham, Osborn & Scarborough’s current revenue?
The current revenue for Bingham, Osborn & Scarborough is 000000.
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Who are Bingham, Osborn & Scarborough’s investors?
Boston Private Financial Holdings and Kudu Investment Management have invested in Bingham, Osborn & Scarborough.
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Who are Bingham, Osborn & Scarborough’s competitors?
UBS Group, HBW Advisory, LPL Financial Holdings, Central Coast Wealth Management, and Cetera Financial Group are some of the 10 competitors of Bingham, Osborn & Scarborough.
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When was Bingham, Osborn & Scarborough acquired?
Bingham, Osborn & Scarborough was acquired on 23-Nov-2021.
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Who acquired Bingham, Osborn & Scarborough?
Bingham, Osborn & Scarborough was acquired by Cerity Partners.
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