About EP Wealth Advisors
EP Wealth Advisors is a company based in Lafayette (United States) founded in 2007.. EP Wealth Advisors has completed 33 acquisitions, including Ballou Plum, Better Money Decisions and Capital Insight Partners. EP Wealth Advisors offers products and services including Financial Planning, Retirement Planning, Investment Management, Estate Planning, and Tax Planning. EP Wealth Advisors operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter Lafayette, 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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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Ares Management
& 1 more
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Employee Count
Employee Count
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Investments & Acquisitions
Ballou Plum
& 32 more
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Products & Services of EP Wealth Advisors
EP Wealth Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Retirement Planning, Investment Management, Estate Planning, 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.
Offers personalized strategies for financial goals
Assists with IRA and 401(k) account management
Manages portfolios and capital gains strategies
Provides trusts and wills for asset transfer
Delivers tax loss harvesting and optimization advice
Supports debt analysis and succession planning
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Funding Insights of EP Wealth Advisors
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Oct, 2025 | Amount | Seed - EP Wealth Advisors | Valuation |
investors |
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| Jul, 2017 | Amount | Seed - EP Wealth Advisors | Valuation | Wealth Partners Capital Group |
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| 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 EP Wealth Advisors
EP Wealth Advisors has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Ares Management and Wealth Partners Capital Group. 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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Founded Year | Domain | Location | |
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Alternative asset investment management firm
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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 EP Wealth Advisors
EP Wealth Advisors has strategically engaged in corporate development activities, having acquired 33 companies. Notable acquisitions include Ballou Plum, Better Money Decisions and Capital Insight Partners. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Inappropriate content
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2022 | ||||
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Investment management and financial planning services are provided to clients.
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2020 | ||||
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Wealth management, tax planning, and investment advisory services are provided.
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2019 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - EP Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Ep Wealth Advisors Comparisons
Competitors of EP Wealth Advisors
EP 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, 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 |
Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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Provider of wealth management services
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A full-service stockbroker offering diverse investment options in India.
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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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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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ep Wealth Advisors
Frequently Asked Questions about EP Wealth Advisors
When was EP Wealth Advisors founded?
EP Wealth Advisors was founded in 2007 and raised its 1st funding round 10 years after it was founded.
Where is EP Wealth Advisors located?
EP Wealth Advisors is headquartered in Lafayette, United States. It is registered at Lafayette, Louisiana, United States.
What does EP Wealth Advisors do?
EP Wealth Advisors was founded in 2007 and is headquartered in Lafayette, United States. The firm operates within the financial services sector, focusing on wealth management for individuals and businesses. Services include investment planning, retirement strategies, estate planning, and risk assessment. Operations are conducted primarily in the U.S., with an emphasis on tailored financial solutions based on client needs and market conditions.
Who are the top competitors of EP Wealth Advisors?
EP Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does EP Wealth Advisors offer?
EP Wealth Advisors offers Financial Planning, Retirement Planning, Investment Management, Estate Planning, and 2 more products and services.
How many acquisitions has EP Wealth Advisors made?
EP Wealth Advisors has made 33 acquisitions, including Ballou Plum, Better Money Decisions, and Capital Insight Partners.
Who are EP Wealth Advisors's investors?
EP Wealth Advisors has 2 investors. Key investors include Ares Management, and Wealth Partners Capital Group.