About Bel Air Investment Advisors
Bel Air Investment Advisors is a company based in San Francisco (United States) founded in 1998 was acquired by High Tower in January 2021.. The company has 44 employees as of December 31, 2022. Bel Air Investment Advisors offers products and services including Wealth Management Services and Investment Advisory. Bel Air Investment Advisors operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter San Francisco, United States
- Employees 44 as on 31 Dec, 2022
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Bel Air Investment Advisors Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
High Tower
& 1 more
-
Employee Count
44
as on Dec 31, 2022
- Acquired by
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Bel Air Investment Advisors
Bel Air Investment Advisors offers a comprehensive portfolio of products and services, including Wealth Management Services and Investment Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Customized investment and estate planning for high-net-worth clients.
Tailored strategies for financial goals and legacy protection.
Funding Insights of Bel Air Investment Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Bel Air Investment Advisors
Bel Air Investment Advisors has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include High Tower and Fiera Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Provider of wealth management services
|
Founded Year | Domain | Location | |
|
Multi-asset investment solutions are provided for institutional and private clients.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Bel Air Investment Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Bel Air Investment Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Bel Air Investment Advisors Comparisons
Competitors of Bel Air Investment Advisors
Bel Air Investment Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
|
|
| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
|
|
| domain | founded_year | HQ Location |
Bank offering diversified financial services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
|
|
| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Bel Air Investment Advisors
Frequently Asked Questions about Bel Air Investment Advisors
When was Bel Air Investment Advisors founded?
Bel Air Investment Advisors was founded in 1998.
Where is Bel Air Investment Advisors located?
Bel Air Investment Advisors is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Who is the current CEO of Bel Air Investment Advisors?
Bob Oros is the current CEO of Bel Air Investment Advisors.
How many employees does Bel Air Investment Advisors have?
As of Dec 31, 2022, the latest employee count at Bel Air Investment Advisors is 44.
What does Bel Air Investment Advisors do?
Bel Air Investment Advisors, founded in 1998 in San Francisco, United States, focuses on offering financial products and advice, managing assets, and managing wealth portfolios. Wealth management firm. The company is dedicated to excellence, innovation, and customer satisfaction, ensuring sustainable practices and long-term success in its sectors.
Who are the top competitors of Bel Air Investment Advisors?
Bel Air Investment Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Bel Air Investment Advisors offer?
Bel Air Investment Advisors offers Wealth Management Services and Investment Advisory.
Who are Bel Air Investment Advisors's investors?
Bel Air Investment Advisors has 2 investors. Key investors include High Tower, and Fiera Capital.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.