About EP Wealth Advisors
EP Wealth Advisors is a company based in San Luis Obispo (United States) founded in 1987 was acquired by MUFG Union Bank in November 2007. It operates as a Professional Services. EP Wealth Advisors offers products and services including Financial Planning, Investment Management, Retirement Planning, and Estate Planning. EP Wealth Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter San Luis Obispo, United States
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Sectors
Financial Services
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Phone
*********
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Website
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Social
*********
- Legal Name Ep Wealth Advisors
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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
MUFG Union Bank
(Nov 01, 2007)
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Products & Services of EP Wealth Advisors
EP Wealth Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Retirement Planning, and Estate 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.
Comprehensive financial planning is provided for personal goals.
Investment portfolios are managed for optimal asset growth.
Retirement strategies are crafted for long-term financial security.
Estate plans are developed to secure asset distribution.
Funding Insights of EP Wealth Advisors
| 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 1 investor, including institutional investors. Prominent investors backing the company include MUFG Union Bank. 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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Commercial banking services are provided to businesses and individuals.
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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
| 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 - EP Wealth Advisors
| 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 |
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 Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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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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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about EP Wealth Advisors
When was EP Wealth Advisors founded?
EP Wealth Advisors was founded in 1987.
Where is EP Wealth Advisors located?
EP Wealth Advisors is headquartered in San Luis Obispo, United States. It is registered at San Luis Obispo, California, United States.
What does EP Wealth Advisors do?
EP Wealth Advisors is focused on delivering personalized financial planning and investment management solutions. Services are provided across various sectors including family office services, retirement planning, estate planning, and tax planning. Clients are supported through a fee-only, fiduciary approach ensuring objective advice. The firm operates over 46 offices across the United States, catering to individuals, families, and businesses. Comprehensive resources and expertise are made available to help clients achieve their financial goals.
Who are the top competitors of EP Wealth Advisors?
EP Wealth Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does EP Wealth Advisors offer?
EP Wealth Advisors offers Financial Planning, Investment Management, Retirement Planning, and Estate Planning.
Who are EP Wealth Advisors's investors?
EP Wealth Advisors has 1 investor. Key investors include MUFG Union Bank.