Eaton Vance WaterOak Advisors Overview

  • Year Founded
  • 1924

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 56

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

  • Investments
  • 2

Eaton Vance WaterOak Advisors General Information

Description

Provider of wealth management advisory services to individuals, families, businesses, endowments and corporations. The company offers fee-based customized solutions including tax and fixed-income strategies, portfolio management, concentrated stock solutions, alternative investments, family office, financial and estate planning as well as trust services.

Contact Information

Website
www.evwateroak.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 2 International Place
  • Boston, MA 02110
  • United States
+1 (866)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
CI Financial
Corporate Office
  • 2 International Place
  • Boston, MA 02110
  • United States
+1 (866)

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Eaton Vance WaterOak Advisors Valuation & Funding

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

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Eaton Vance WaterOak Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management advisory services to individuals, families, businesses, endowments and corporations. The c
Asset Management
Boston, MA
56 As of 2022

Needham, MA
 

Boston, MA
 
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Eaton Vance WaterOak Advisors Competitors (2)

One of Eaton Vance WaterOak Advisors’s 2 competitors is Armstrong Advisory Group, a Corporation company based in Needham, MA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Armstrong Advisory Group Corporation Needham, MA
Middleton & Co Corporation Boston, MA
You’re viewing 2 of 2 competitors. Get the full list »

Eaton Vance WaterOak Advisors 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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Eaton Vance WaterOak Advisors Acquisitions (2)

Eaton Vance WaterOak Advisors’s most recent deal was a Merger/Acquisition with Water Oak Advisors. The deal was made on 02-Nov-2020.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Water Oak Advisors 02-Nov-2020 Merger/Acquisition Asset Management
Pelican Investment Management 31-Mar-2011 Merger/Acquisition Asset Management
To view Eaton Vance WaterOak Advisors’s complete acquisitions history, request access »

Eaton Vance WaterOak Advisors FAQs

  • When was Eaton Vance WaterOak Advisors founded?

    Eaton Vance WaterOak Advisors was founded in 1924.

  • Where is Eaton Vance WaterOak Advisors headquartered?

    Eaton Vance WaterOak Advisors is headquartered in Boston, MA.

  • What is the size of Eaton Vance WaterOak Advisors?

    Eaton Vance WaterOak Advisors has 56 total employees.

  • What industry is Eaton Vance WaterOak Advisors in?

    Eaton Vance WaterOak Advisors’s primary industry is Asset Management.

  • Is Eaton Vance WaterOak Advisors a private or public company?

    Eaton Vance WaterOak Advisors is a Private company.

  • What is Eaton Vance WaterOak Advisors’s current revenue?

    The current revenue for Eaton Vance WaterOak Advisors is .

  • Who are Eaton Vance WaterOak Advisors’s competitors?

    Armstrong Advisory Group and Middleton & Co are competitors of Eaton Vance WaterOak Advisors.

  • When was Eaton Vance WaterOak Advisors acquired?

    Eaton Vance WaterOak Advisors was acquired on 31-Mar-2022.

  • Who acquired Eaton Vance WaterOak Advisors?

    Eaton Vance WaterOak Advisors was acquired by CI Financial.

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