About Cypress Wealth Advisors
Cypress Wealth Advisors is a Financial Services company based in San Francisco (United States) founded in 2004, and was acquired by Cresset Capital Management in May 2019. Financial advisory services are provided to wealth management clients. Its focus areas include Asset Management and Financial Advisors. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
Cypress Wealth Advisors was established in 2004 in San Francisco, United States, with Sean Figueroa serving as co-founder. Operations are centered on the financial services sector, where advisory support is extended to clients seeking wealth management solutions. Services encompass investment guidance, financial planning, and portfolio oversight, primarily conducted within the United States. The firm maintains a focus on tailored strategies for individual and institutional needs.
- Headquarters San Francisco, United States
- Stage Acquired
- SectorsFinancial Services
- Website cypresswealth.com
- Social LinkedIn
- Acquired by Cresset Capital Management (May 2019)
- Investors
- Acquired byCresset Capital Management
(May 2019)
Investors in Cypress Wealth Advisors
Cypress Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cresset Capital Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Offers wealth management, investment advisory, and family office services for entrepreneurs and families. | 2017 | cressetcapital.com | Chicago, United States |
Investor details for Cypress Wealth Advisors
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People of Cypress Wealth Advisors
1 people are tracked at Cypress Wealth Advisors (1 in leadership).
| Name | Role | Group |
|---|---|---|
Sean Figueroa | Co-founder | Leadership |
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Timeline of Cypress Wealth Advisors
2 dated milestones of Cypress Wealth Advisors across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Cypress Wealth Advisors is founded.
- Exit Acquired by Cresset Capital Management.
Competitors of Cypress Wealth Advisors
Cypress Wealth Advisors has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Cypress Wealth Advisors
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Web traffic of Cypress Wealth Advisors
Websites that share an audience with Cypress Wealth Advisors (cypresswealth.com).
Websites whose visitors overlap most with Cypress Wealth Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| google.com | 100% | 85.8B | #1 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Cypress Wealth 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 Cypress Wealth Advisors
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Frequently Asked Questions about Cypress Wealth Advisors
Cypress Wealth Advisors was founded in 2004.
Cypress Wealth Advisors is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Cypress Wealth Advisors was established in 2004 in San Francisco, United States, with Sean Figueroa serving as co-founder. Operations are centered on the financial services sector, where advisory support is extended to clients seeking wealth management solutions. Services encompass investment guidance, financial planning, and portfolio oversight, primarily conducted within the United States. The firm maintains a focus on tailored strategies for individual and institutional needs.
Cypress Wealth Advisors's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Cypress Wealth Advisors has 1 investor. Key investors include Cresset Capital Management.
Yes. Cypress Wealth Advisors was acquired by Cresset Capital Management in May 2019.