About Constellation Wealth Advisors
Constellation Wealth Advisors is a company based in Cincinnati (United States) founded in 2009 by Patrick Lafley, Mike Veith, and John Williams was acquired by First Republic Bank in June 2015.. Constellation Wealth Advisors operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter Cincinnati, United States
- Founders Patrick Lafley, Mike Veith, John Williams
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
First Republic Bank
(Jun 17, 2015)
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Funding Insights of Constellation Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Constellation Wealth Advisors
Constellation Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include First Republic Bank. 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 |
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Commercial bank
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Constellation Wealth Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Constellation Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Constellation Wealth Advisors Comparisons
Competitors of Constellation Wealth Advisors
Constellation Wealth 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 Raymond James, 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 |
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Constellation Wealth Advisors
Frequently Asked Questions about Constellation Wealth Advisors
When was Constellation Wealth Advisors founded?
Constellation Wealth Advisors was founded in 2009.
Where is Constellation Wealth Advisors located?
Constellation Wealth Advisors is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
What does Constellation Wealth Advisors do?
Constellation Wealth Advisors was established in 2009 in Cincinnati, United States, within the financial services sector. Wealth management operations are conducted, encompassing investment advisory, financial planning, and portfolio management for individuals and families. The firm is led by co-founders Patrick Lafley, Mike Veith, and John Williams. Services are delivered through a domain-based platform at constellation-wealth.com, targeting regional and national clientele.
Who are the top competitors of Constellation Wealth Advisors?
Constellation Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Who are Constellation Wealth Advisors's investors?
Constellation Wealth Advisors has 1 investor. Key investors include First Republic Bank.
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