About Eagle Financial Management Services
Eagle Financial Management Services is a company based in Shreveport (United States) founded in 2019 was acquired by Wealthcare in June 2022.. Eagle Financial Management Services offers products and services including Investment Advisory and Absolute Return Strategies. Eagle Financial Management Services operates in a competitive market with competitors including MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others.
- Headquarter Shreveport, United States
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Sectors
Financial Services
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Email
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Phone
*********
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Website
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Social
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- Legal Name Eagle Financial Management Services
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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
Employee Count
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Acquired by
Wealthcare
(Jun 17, 2022)
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Products & Services of Eagle Financial Management Services
Eagle Financial Management Services offers a comprehensive portfolio of products and services, including Investment Advisory and Absolute Return Strategies. 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.
Offers portfolio management and advice for client investments
Focuses on generating positive returns in any market condition
Funding Insights of Eagle Financial Management Services
| 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 Eagle Financial Management Services
Eagle Financial Management Services has secured backing from 1 investor. Prominent investors backing the company include Wealthcare. 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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Online wealth management platform for financial advisors
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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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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Eagle Financial Management Services
| 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 - Eagle Financial Management Services
| 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 |
Eagle Financial Management Services Comparisons
Competitors of Eagle Financial Management Services
Eagle Financial Management Services 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, Point Digital Finance, American Family Insurance, 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 |
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| domain | founded_year | HQ Location |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Provider of banking related services
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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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| domain | founded_year | HQ Location |
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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Latest news on Eagle Financial Management Services
Frequently Asked Questions about Eagle Financial Management Services
When was Eagle Financial Management Services founded?
Eagle Financial Management Services was founded in 2019.
Where is Eagle Financial Management Services located?
Eagle Financial Management Services is headquartered in Shreveport, United States. It is registered at Shreveport, Louisiana, United States.
What does Eagle Financial Management Services do?
Eagle Financial Management Services was established in 2019 in Shreveport, United States. Operations are centered on the financial services sector, where advisory support is extended to clients. Core activities include management of financial portfolios, investment guidance, and planning consultations. Services are delivered primarily within the domestic market, with a focus on personalized strategies for individuals and businesses. The companys domain, eaglefms.com, facilitates online access to these resources.
Who are the top competitors of Eagle Financial Management Services?
Eagle Financial Management Services's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Eagle Financial Management Services offer?
Eagle Financial Management Services offers Investment Advisory and Absolute Return Strategies.
Who are Eagle Financial Management Services's investors?
Eagle Financial Management Services has 1 investor. Key investors include Wealthcare.