CĒDRUS

United States Founded: 2013 • Age: 13 yrs Acquired By Arax Investment Partners
Company providing wealth management and strategy planning services
Annual revenue - Latest available
Total funding - Funding intelligence
Employees 55 Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

About CĒDRUS

CĒDRUS is a company based in United States founded in 2013 was acquired by Arax Investment Partners in January 2025. The company has 55 employees as of December 31, 2022. CĒDRUS offers products and services including Family Business Plan, Life Transitions, and CĒDRUS Wealth Management System. CĒDRUS operates in a competitive market with competitors including Morrow Sodali, Water Street Partners, Gordon Pointe, Makor Group and MGB Advisor, among others.

  • Headquarter United States
  • Employees 55 as on 31 Dec, 2022
  • Sectors
    Business Services
  • Phone
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  • Website
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  • Legal Name Cedrus Llc
Operational Areas
Business Services → Professional & Consulting Services Unlock Sub-Sector Unlock Segment
Key Metrics
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Products & Services of CĒDRUS

CĒDRUS offers a comprehensive portfolio of products and services, including Family Business Plan, Life Transitions, and CĒDRUS Wealth Management System.

Product name locked
Category locked
Primary

Service for articulating family goals and integrated capital planning.

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Category locked
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Guidance for managing life changes and wealth strategies.

Product name locked
Category locked
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System for coordinating advisors and implementing innovative wealth strategies.

Funding Insights of CĒDRUS

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Detailed funding history for CĒDRUS

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Investors in CĒDRUS

CĒDRUS has secured backing from 1 investor. Prominent investors backing the company include Arax Investment Partners.

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Investor Description Founded Year Domain Location
It is a privately held asset and wealth management firm
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Investor details for CĒDRUS

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Investments & Acquisitions by CĒDRUS

Investments
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Investment portfolio details for CĒDRUS

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Financial Statements - CĒDRUS

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Detailed financials for CĒDRUS

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Cēdrus Comparisons

CĒDRUS Primary company
Description
Company providing wealth management and strategy planning se...
Location
United States
Founded Year
2013
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
55
As of 2022
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Peer comparison for CĒDRUS

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Competitors of CĒDRUS

CĒDRUS 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 Morrow Sodali, Water Street Partners, Gordon Pointe, Makor Group and MGB Advisor, among others.

Company Name Domain Founded year HQ Location Description
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Provider of strategic advisory, M&A and capital market intelligence services
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Provider of transaction advisory services for joint venture and non equity partnerships
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Provides comprehensive mergers and acquisitions advisory services.
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Corporate advisory services are delivered across multiple sectors.
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Provides business advisory, assurance, tax, and risk management services to clients.
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Detailed competitors of CĒDRUS

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Latest news on Cēdrus

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Complete news archive for CĒDRUS

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Frequently Asked Questions about CĒDRUS

CĒDRUS was founded in 2013.

CĒDRUS is headquartered in United States.

As of Dec 31, 2022, the latest employee count at CĒDRUS is 55.

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.

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