About Beaird Harris
Beaird Harris is a Financial Services company based in Dallas (United States) founded in 1988 by Pat Beaird and Donald B. Harris. Wealth management services are provided to clients by Beaird Harris. Beaird Harris offers products and services including Tax Services, Wealth Management, Accounting Services, and Business Consulting. Its focus areas include Asset Management and Wealth Management. Its legal entity is BEAIRD HARRIS PLLC. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
Beaird Harris was founded in 1988 as a wealth management firm based in Dallas, United States. Operations focus on financial advisory and investment strategies for high-net-worth individuals and institutions. Services encompass portfolio management, estate planning, and risk assessment. The firm is led by co-founders Pat Beaird and Donald B. Harris, with activities centered in the U.S. financial sector.
- Investors
Products & Services of Beaird Harris
Beaird Harris offers a comprehensive portfolio of products and services, including Tax Services, Wealth Management, Accounting Services, and Business Consulting.
Provides strategies for tax mitigation and compliance for individuals and businesses.
Offers integrated investment and risk management for long-term financial security.
Simplifies financial tasks to aid business operations and growth.
Delivers expert advice on operations and financial decisions for businesses.
Apps and channels of Beaird Harris
its YouTube channel Beaird Harris has 33 subscribers and 10 videos.
Videos from Beaird Harris
The most watched videos on Beaird Harris's YouTube channel, Beaird Harris (33 subscribers). Click a video to play it here.
More on Beaird Harris.
Funding Insights of Beaird Harris
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Beaird Harris 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 |
|---|---|---|---|---|---|
| Dec 2021 | Unspecified | – | Emigrant Partners | – |
1 investors in total: 1 institutional.
Investors in Beaird Harris
Beaird Harris has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Emigrant Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Operates as an investment management firm providing financial expertise. | 2007 | emigrantpartners.com | Park City, United States |
Investor details for Beaird Harris
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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Verified entity values are shown only after access is granted.
People of Beaird Harris
34 people are tracked at Beaird Harris (24 in leadership, 10 in team).
| Name | Role | Group |
|---|---|---|
Pat Beaird | Co-Founder | Leadership |
Donald B. Harris | Co-Founder | Leadership |
Tai Chu | Partner & Wealth Manager | Leadership |
Kristy Carlton | Partner | Leadership |
Justin Watson | Partner | Leadership |
Jimmy Zimmerman | Partner | Leadership |
Jacob King | Partner | Leadership |
Ron Skalberg | Partner | Leadership |
Matt Skinner | Partner | Leadership |
Carla Medrano | Partner | Leadership |
Deanne Wilson | Partner | Leadership |
Ginnie Baker | Partner | Leadership |
Ameerah Morsy | Partner | Leadership |
Tra Sullivan | Partner | Leadership |
Steven M. Lugar | Partner | Leadership |
Denise Johnston | Partner | Leadership |
Matt Edrington | Partner | Leadership |
Kristen Jones | Partner | Leadership |
Jon Bryant | Partner | Leadership |
Genny Cordell | Partner | Leadership |
14 more people are available in the full profile.
Complete people profiles for Beaird Harris
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Beaird Harris
2 dated milestones of Beaird Harris across 33 years, from founding to its latest funding, stage changes and deals.
- Founded Beaird Harris is founded.
- Funding First funding round.
Competitors of Beaird Harris
Beaird Harris 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 Beaird Harris
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Verified entity values are shown only after access is granted.
Web traffic of Beaird Harris
The website of Beaird Harris (bh-co.com) receives about 1.9K visits a month.
- Monthly visits1.9K
▲ 10.8% vs previous month
Websites whose visitors overlap most with Beaird Harris. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
bhspc.com | bhspc.com | 100% | #7,146,609 | – | |
berdonllp.com | berdonllp.com | 100% | – | ||
dafgiving360.org | dafgiving360.org | 75% | #596,406 | – | |
| shearwatercapital.com | 64% | 1.2K | #14,434,123 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Beaird Harris (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 Beaird Harris
Complete news archive for Beaird Harris
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Frequently Asked Questions about Beaird Harris
Beaird Harris was founded in 1988 and raised its 1st funding round 33 years after it was founded.
Beaird Harris is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Beaird Harris was founded in 1988 as a wealth management firm based in Dallas, United States. Operations focus on financial advisory and investment strategies for high-net-worth individuals and institutions. Services encompass portfolio management, estate planning, and risk assessment. The firm is led by co-founders Pat Beaird and Donald B. Harris, with activities centered in the U.S. financial sector.
Beaird Harris's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Beaird Harris offers Tax Services, Wealth Management, Accounting Services, and Business Consulting.
Beaird Harris has 1 investor. Key investors include Emigrant Partners.
Beaird Harris operates through Beaird Harris Pllc.