E*Trade Advisor Services Overview

  • Year Founded
  • 1972

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 156

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

E*Trade Advisor Services General Information

Description

Provider of technology and custody services based in Centennial, Colorado. The company's technology and custody services include liberty overview, portfolio management, growth tools, reports and analytics, operational support, conversion managers, relationship managers, money manager x-change and marketing support.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • Post Office Box 6675
  • Englewood, CO 80155-6675
  • United States
Primary Industry
Consulting Services (B2B)
Other Industries
BPO/Outsource Services
Acquirer
Vertical(s)
Corporate Office
  • Post Office Box 6675
  • Englewood, CO 80155-6675
  • United States

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E*Trade Advisor Services Valuation & Funding

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

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E*Trade Advisor Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of technology and custody services based in Centennial, Colorado. The company's technology and custody services
Consulting Services (B2B)
Englewood, CO
156 As of 2021

Kiryu, Japan
 

Austin, TX
 
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E*Trade Advisor Services Competitors (2)

One of E*Trade Advisor Services’s 2 competitors is Ryomo Business Support, a Corporation company based in Kiryu, Japan.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Ryomo Business Support Corporation Kiryu, Japan
Eltekon Corporation Austin, TX
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E*Trade Advisor Services Patents

E*Trade Advisor Services Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-2304636-A Automatic transmission Inactive 02-Nov-1940
US-1995934-A Gas burner Inactive 18-Sep-1933
US-717778-A Electric conducting-cable. Inactive 05-Feb-1902 H05K1/0393

E*Trade Advisor Services 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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E*Trade Advisor Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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E*Trade Advisor Services FAQs

  • When was E*Trade Advisor Services founded?

    E*Trade Advisor Services was founded in 1972.

  • Where is E*Trade Advisor Services headquartered?

    E*Trade Advisor Services is headquartered in Englewood, CO.

  • What is the size of E*Trade Advisor Services?

    E*Trade Advisor Services has 156 total employees.

  • What industry is E*Trade Advisor Services in?

    E*Trade Advisor Services’s primary industry is Consulting Services (B2B).

  • Is E*Trade Advisor Services a private or public company?

    E*Trade Advisor Services is a Private company.

  • What is the current valuation of E*Trade Advisor Services?

    The current valuation of E*Trade Advisor Services is .

  • What is E*Trade Advisor Services’s current revenue?

    The current revenue for E*Trade Advisor Services is .

  • Who are E*Trade Advisor Services’s investors?

    E*TRADE has invested in E*Trade Advisor Services.

  • Who are E*Trade Advisor Services’s competitors?

    Ryomo Business Support and Eltekon are competitors of E*Trade Advisor Services.

  • When was E*Trade Advisor Services acquired?

    E*Trade Advisor Services was acquired on 02-Aug-2021.

  • Who acquired E*Trade Advisor Services?

    E*Trade Advisor Services was acquired by Axos Financial.

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