About Cypress Wealth Advisors
Cypress Wealth Advisors is a company based in San Francisco (United States) founded in 2004 was acquired by Cresset Capital Management in May 2019. Cypress Wealth Advisors operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps, among others.
- Headquarter San Francisco, United States
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Sectors
Financial Services
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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
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Employee Count
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Acquired by
Cresset Capital Management
(May 03, 2019)
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Funding Insights of Cypress Wealth Advisors
Detailed funding history for Cypress Wealth Advisors
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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 |
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Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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Investor details for Cypress Wealth Advisors
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Investments & Acquisitions by Cypress Wealth Advisors
Investment portfolio details for Cypress Wealth Advisors
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Financial Statements - Cypress Wealth Advisors
Detailed financials for Cypress Wealth Advisors
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Cypress Wealth Advisors Comparisons
Peer comparison for Cypress Wealth Advisors
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Competitors of Cypress Wealth Advisors
Cypress 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Mutual life insurance company
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Personal and business insurance products are provided nationwide.
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Fractional home equity is sold online for interest-free loans.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Financial and risk advisory solutions are provided globally.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Detailed competitors of Cypress Wealth Advisors
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Latest news on Cypress Wealth Advisors
Complete news archive for 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.