About CĒDRUS
CĒDRUS is a Business Services company based in United States founded in 2013, and was acquired by Arax Investment Partners in January 2025. It operates as a company providing wealth management and strategy planning services. The company has 55 employees. CĒDRUS offers products and services including Family Business Plan, Life Transitions, and CĒDRUS Wealth Management System. Its focus areas include Management Consulting Services and Transaction Advisory. Its legal entity is CEDRUS LLC. Its competitors include Morrow Sodali, Water Street Partners, Gordon Pointe, Makor Group and MGB Advisor and 3 more; 1 of its 8 listed competitors has raised funding.
Company details
Cedrus Financial was established in 2013 in the United States, operating within the financial services sector. Personalized financial planning, portfolio management, and advisor selection are delivered to high-net-worth individuals, families, and businesses. A client-centric approach is employed to support long-term financial objectives, with emphasis placed on relationship building and goal achievement through tailored strategies.
- Headquarters United States
- Employees 55
- Stage Acquired
- SectorsBusiness Services
- Website cedrusfinancial.com
- Acquired by Arax Investment Partners (Jan 2025)
- Legal Name Cedrus Llc
- Investors
- Employee Count55
- Acquired byArax Investment Partners
(Jan 2025)
Products & Services of CĒDRUS
CĒDRUS offers a comprehensive portfolio of products and services, including Family Business Plan, Life Transitions, and CĒDRUS Wealth Management System.
Service for articulating family goals and integrated capital planning.
Guidance for managing life changes and wealth strategies.
System for coordinating advisors and implementing innovative wealth strategies.
Investors in CĒDRUS
CĒDRUS has secured backing from 1 investor. Prominent investors backing the company include Arax Investment Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
It is a privately held asset and wealth management firm | 2019 | araxpartners.com | New York, United States |
Investor details for CĒDRUS
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Timeline of CĒDRUS
2 dated milestones of CĒDRUS across 12 years, from founding to its latest funding, stage changes and deals.
- Founded CĒDRUS is founded.
- Exit Acquired by Arax Investment Partners.
Competitors of CĒDRUS
CĒDRUS has 8 listed competitors in our database, 1 of them funded. They include Morrow Sodali, Water Street Partners, Gordon Pointe, Makor Group and MGB Advisor, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| morrowsodali.com | 2016 | New York, United States | $15M | – | Provider of strategic advisory, M&A and capital market intelligence services | |
| waterstreetpartners.net | 2008 | – | – | 17 | Provider of transaction advisory services for joint venture and non equity partnerships | |
| gordonpointe.com | 2016 | Naples, United States | – | 114 | Provides comprehensive mergers and acquisitions advisory services. | |
| makor-group.com | 2011 | London, United Kingdom | – | – | Corporate advisory services are delivered across multiple sectors. | |
| mgbadvisors.com | 2008 | Jaipur, India | – | 14 | Provides business advisory, assurance, tax, and risk management services to clients. | |
| ticon.uk.com | 2001 | London, United Kingdom | – | – | Transaction advisory services are provided by Ticon in the UK. | |
| acquihire.in | 2019 | Noida, India | – | 15 | Platform connects startups with acquirers for talent and business growth opportunities. | |
| skwerup.com | 2018 | Delhi, India | – | – | Provides investment advisory, deal structuring, and growth support for businesses and startups. |
Detailed competitors of CĒDRUS
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Web traffic of CĒDRUS
The website of CĒDRUS (cedrusfinancial.com) receives about 1.3K visits a month.
- Monthly visits1.3K
▼ 24.6% vs previous month
Top companies in Professional Consulting & Advisory
10 companies that operate in the same segment as CĒDRUS (Professional Consulting & Advisory), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of data analytics, cloud modernization, management strategy, and digital transformation services | 1998 | Aliso Viejo, California, United States | USD 250 M | USD 59.61 M | 1,905 | |
Diversified insurance brokerage and risk management services are offered worldwide. | 1927 | Rolling Meadows, Illinois, United States | – | USD 13.94 B | 56,000 | |
Provider of end-to-end solutions encompassing talent acquisition, workspace design and management, business operations, and payroll services | 2008 | Bengaluru, Karnataka, India | USD 197.78 M | USD 81.57 M | 341 | |
Diversified financial services are provided across global markets. | 1690 | London, England, United Kingdom | – | USD 73.54 B | 91,300 | |
Talent acquisition and consulting services are provided globally. | 1969 | Los Angeles, California, United States | – | USD 2.94 B | 9,250 | |
Analytics, cybersecurity, and digital transformation services are provided. | 1914 | Mclean, Virginia, United States | – | USD 11.22 B | 35,800 | |
Network consulting services are provided via a professional connection platform. | 1998 | New York, New York, United States | USD 442 M | – | 12,244 | |
Provider of facility & project management, advisory, general contracting, and real estate development services | 2010 | Mumbai, Maharashtra, India | USD 117.79 M | USD 62.85 M | 15,502 | |
IT consulting, data analytics, and digital transformation services are provided. | 1990 | Pune, Maharashtra, India | USD 18.8 M | USD 1.57 B | 24,590 | |
Global leaders in TMT management consulting. | 1985 | London, England, United Kingdom | USD 21.58 M | – | – |
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Related news about Cēdrus
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Frequently Asked Questions about CĒDRUS
CĒDRUS was founded in 2013.
CĒDRUS is headquartered in United States.
CĒDRUS has 55 employees.
Cedrus Financial was established in 2013 in the United States, operating within the financial services sector. Personalized financial planning, portfolio management, and advisor selection are delivered to high-net-worth individuals, families, and businesses. A client-centric approach is employed to support long-term financial objectives, with emphasis placed on relationship building and goal achievement through tailored strategies.
CĒDRUS's top competitors include Morrow Sodali, Water Street Partners and Makor Group.
CĒDRUS offers Family Business Plan, Life Transitions, and CĒDRUS Wealth Management System.
CĒDRUS has 1 investor. Key investors include Arax Investment Partners.
CĒDRUS operates through Cedrus Llc.
Yes. CĒDRUS was acquired by Arax Investment Partners in January 2025.