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
- Investors
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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
| 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 Cypress Wealth Advisors
Cypress Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cresset Capital Management. 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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Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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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 Cypress 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 - Cypress 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 |
Cypress Wealth Advisors Comparisons
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. 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 |
Mutual life insurance company
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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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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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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Frequently Asked Questions about Cypress Wealth Advisors
When was Cypress Wealth Advisors founded?
Cypress Wealth Advisors was founded in 2004.
Where is Cypress Wealth Advisors located?
Cypress Wealth Advisors is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
What does Cypress Wealth Advisors do?
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.
Who are the top competitors of Cypress Wealth Advisors?
Cypress Wealth Advisors's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Who are Cypress Wealth Advisors's investors?
Cypress Wealth Advisors has 1 investor. Key investors include Cresset Capital Management.