About Avalon Advisors
Avalon Advisors is a Financial Services company based in Houston (United States) founded in 2001. Wealth management and investment advisory services are provided to clients. Its chief executive, as recorded, is Chase Robison. Avalon Advisors offers products and services including Wealth Management, Family Office Services, and Investment Management. Its focus areas include Asset Management, Wealth Management, Services for Investment Industry and Consultancy Services. Its legal entity is Corient Private Wealth LLC. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Avalon Advisors was founded in 2001 and is headquartered in Houston, United States. Investment advisory and wealth management services are delivered by the firm within the financial sector. Operations center on client portfolios, asset allocation, and financial planning. Leadership is provided by CEO and President Chase Robison. The company serves individuals and institutions through its domain, avalonadvisors.com.
- Headquarters Houston, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website avalonadvisors.com
- Social LinkedIn X
- Legal Name Corient Private Wealth Llc
- InvestorsThe Carlyle Group
& 1 more
Products & Services of Avalon Advisors
Avalon Advisors offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, and Investment Management.
Provides investment and planning services for asset management.
Offers tax, trust, and lending solutions for family wealth.
Delivers strategies for portfolio growth and risk management.
Funding Insights of Avalon Advisors
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Avalon Advisors with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2015 | Private Equity Round | – | The Cynosure Group | ||
| Aug 2011 | Private Equity Round | – | – |
2 investors in total: 2 institutional.
Investors in Avalon Advisors
Avalon Advisors has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include The Carlyle Group and The Cynosure Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
A diversified investment firm supporting wealth-building for various investors. | cynosuregroup.com | Salt Lake City, United States | ||
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com |
Investor details for Avalon Advisors
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People of Avalon Advisors
1 people are tracked at Avalon Advisors (1 in leadership).
| Name | Role | Group |
|---|---|---|
Chase Robison | CEO & President | Leadership |
Complete people profiles for Avalon Advisors
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Timeline of Avalon Advisors
3 dated milestones of Avalon Advisors across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Avalon Advisors is founded.
- Funding First funding round.
- Funding Latest funding round, Private Equity Round,.
Competitors of Avalon Advisors
Avalon Advisors has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of Avalon Advisors
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Web traffic of Avalon Advisors
Websites that share an audience with Avalon Advisors (avalonadvisors.com).
Websites whose visitors overlap most with Avalon Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| brightworth.com | 100% | View details | |||
| mstrategic.com | 96% | View details | |||
| greycourt.com | 59% | 2.7K | #5,982,004 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Avalon Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Avalon Advisors
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Frequently Asked Questions about Avalon Advisors
Avalon Advisors was founded in 2001 and raised its 1st funding round 10 years after it was founded.
Avalon Advisors is headquartered in Houston, United States. It is registered at Houston, Texas, United States.
Chase Robison is the CEO of Avalon Advisors, as recorded in our data.
Avalon Advisors was founded in 2001 and is headquartered in Houston, United States. Investment advisory and wealth management services are delivered by the firm within the financial sector. Operations center on client portfolios, asset allocation, and financial planning. Leadership is provided by CEO and President Chase Robison. The company serves individuals and institutions through its domain, avalonadvisors.com.
Avalon Advisors's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Avalon Advisors offers Wealth Management, Family Office Services, and Investment Management.
Avalon Advisors has 2 investors. Key investors include The Carlyle Group, and The Cynosure Group.
Avalon Advisors operates through Corient Private Wealth Llc.