Dyson Capital Advisors

Alexandria, United States Founded: 2007 • Age: 19 yrs Acquired By Pathstone Federal Street
Provider of investment advisory services

About Dyson Capital Advisors

Dyson Capital Advisors is a company based in Alexandria (United States) founded in 2007 by Scott Darling and Nicholas Perrins was acquired by Pathstone Federal Street in July 2022.. The company has 26 employees as of December 31, 2021. Dyson Capital Advisors offers products and services including Advisory Services, Bill Pay Services, and Tax Planning. Dyson Capital Advisors operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.

  • Headquarter Alexandria, United States
  • Employees 26 as on 31 Dec, 2021
  • Founders Scott Darling, Nicholas Perrins
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Dyson Capital Advisors, Llc
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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Products & Services of Dyson Capital Advisors

Dyson Capital Advisors offers a comprehensive portfolio of products and services, including Advisory Services, Bill Pay Services, and Tax Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Offers personalized investment and financial planning for high net worth clients.

Manages payables and receivables for family offices and institutions.

Provides tax compliance and planning strategies for wealth preservation.

People of Dyson Capital Advisors
Headcount 10-50
Employee Profiles 15
Employee Profiles
People
Dirk Vermeulen
Managing Partner And Founder | Comprehensive Cost Reduction For Hospitals & Health Systems
People
Colin King
Senior Director
People
Katie Corcoran
Director
People
Jake Robinson
Director

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Funding Insights of Dyson Capital Advisors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Dyson Capital Advisors

Dyson Capital Advisors has secured backing from 1 investor. Prominent investors backing the company include Pathstone Federal Street. 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.

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Investor Description Founded Year Domain Location
Provider of multi family office services
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Dyson Capital Advisors

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Dyson Capital Advisors

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Dyson Capital Advisors Comparisons

Employees
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Competitors of Dyson Capital Advisors

Dyson Capital 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 Milliman, 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
domain founded_year HQ Location
Mutual life insurance company
domain founded_year HQ Location
Personal and business insurance products are provided nationwide.
domain founded_year HQ Location
Fractional home equity is sold online for interest-free loans.
domain founded_year HQ Location
Financial services are offered by Thrivent as a not-for-profit entity.
domain founded_year HQ Location
Milliman is engaged in actuarial consulting and analytics solutions.
domain founded_year HQ Location
Financial and risk advisory solutions are provided globally.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Dyson Capital Advisors

Pathstone signs deal to acquire Dyson Capital Advisors
Privatebankerinternational3 years ago

Frequently Asked Questions about Dyson Capital Advisors

When was Dyson Capital Advisors founded?

Dyson Capital Advisors was founded in 2007.

Where is Dyson Capital Advisors located?

Dyson Capital Advisors is headquartered in Alexandria, United States.

How many employees does Dyson Capital Advisors have?

As of Dec 31, 2021, the latest employee count at Dyson Capital Advisors is 26.

What does Dyson Capital Advisors do?

Dyson Capital Advisors, established in 2007, excels in offering financial products and advice, managing assets, and financial advisors. Provider of investment advisory services. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.

Who are the top competitors of Dyson Capital Advisors?

Dyson Capital Advisors's top competitors include MassMutual, Point Digital Finance and American Family Insurance.

What products or services does Dyson Capital Advisors offer?

Dyson Capital Advisors offers Advisory Services, Bill Pay Services, and Tax Planning.

Who are Dyson Capital Advisors's investors?

Dyson Capital Advisors has 1 investor. Key investors include Pathstone Federal Street.

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