About Eagle Financial Management Services
Eagle Financial Management Services is a Financial Services company based in Shreveport (United States) founded in 2019, and was acquired by Wealthcare in June 2022. Financial advisory services are provided to clients by the company. Eagle Financial Management Services offers products and services including Investment Advisory and Absolute Return Strategies. Its focus areas include Asset Management and Financial Advisors. Its competitors include MassMutual, Point Digital Finance and American Family Insurance; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Shreveport, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website eaglefms.com
- Social X Facebook YouTube
- Acquired by Wealthcare (Jun 2022)
- Legal Name Eagle Financial Management Services
- Investors
- Acquired byWealthcare
(Jun 2022)
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.
Offers portfolio management and advice for client investments
Focuses on generating positive returns in any market condition
Investors in Eagle Financial Management Services
Eagle Financial Management Services has secured backing from 1 investor. Prominent investors backing the company include Wealthcare.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Online wealth management platform for financial advisors | 1999 | wealthcaregdx.com | Richmond, United States |
Investor details for Eagle Financial Management Services
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Timeline of Eagle Financial Management Services
2 dated milestones of Eagle Financial Management Services across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Eagle Financial Management Services is founded.
- Exit Acquired by Wealthcare.
Competitors of Eagle Financial Management Services
Eagle Financial Management Services has 3 listed competitors in our database, 1 of them funded. They include MassMutual, Point Digital Finance and American Family Insurance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. |
Detailed competitors of Eagle Financial Management Services
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Top companies in Asset Management
3 companies that operate in the same segment as Eagle Financial Management Services (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Eagle Financial Management Services
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Frequently Asked Questions about Eagle Financial Management Services
Eagle Financial Management Services was founded in 2019.
Eagle Financial Management Services is headquartered in Shreveport, United States. It is registered at Shreveport, Louisiana, United States.
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.
Eagle Financial Management Services's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Eagle Financial Management Services offers Investment Advisory and Absolute Return Strategies.
Eagle Financial Management Services has 1 investor. Key investors include Wealthcare.
Eagle Financial Management Services operates through Eagle Financial Management Services.
Yes. Eagle Financial Management Services was acquired by Wealthcare in June 2022.