Last deal

Amount

Secondary Market

Stage

15.11.2021

Date

2

all rounds

General

About Company
Beacon Pointe Advisors is a leading financial planning and research-driven investments firm.

Industry

Sector :

Subsector :

Also Known As

Beacon Pointe Advisors

founded date

01.01.2002

Number of employees

Last funding type

Secondary Market

IPO status

Private

Description

As one of the largest independent RIAs in the nation, Beacon Pointe Advisors prioritizes its clients' best interests by not accepting fees from the investment managers it recommends. The company aims to provide comprehensive, objective investment and financial guidance focused on asset preservation and enhancement through sophisticated investment strategies. By aligning clients' wealth with what matters most to them, Beacon Pointe Advisors helps clients make important life decisions with an understanding of the potential financial impact.
Contacts