Estancia Capital Management

Scottsdale, United States Founded: 2010 • Age: 16 yrs
Invests in lower middle-market firms providing financial services solutions.

About Estancia Capital Management

Estancia Capital Management is a Technology company based in Scottsdale (United States) founded in 2010. Invests in lower middle-market firms providing financial services solutions. It operates on a B2B and Private Equity Investment model in Technology and Financial Services sectors. Estancia Capital Management has completed 2 acquisitions, including Abel Noser and American Beacon Advisors. Estancia Capital Management offers products and services including Private Equity Services and Management Buy-Out Support. Its focus areas include FinTech, Investment Tech, Private Equity and Lower Middle-Market. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Estancia Capital Partners is a private equity firm that focuses on investing in growing, lower middle-market companies offering mission-critical solutions to financial services markets. They pursue strategies like management buy-outs, ownership transitions, and growth initiatives, often partnering with management teams. Based in Scottsdale, Arizona, they emphasize value creation through capital and expertise, aiming to elevate company capabilities while maintaining flexibility in investments.

  • Headquarters Scottsdale, United States
  • Sectors
    Technology
    Financial Services
  • Email
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  • Phone
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  • Website estanciapartners.com
  • Social LinkedIn
Key Metrics

Products & Services of Estancia Capital Management

Estancia Capital Management offers a comprehensive portfolio of products and services, including Private Equity Services and Management Buy-Out Support.

Private Equity Services
Investment Management

Provides capital and expertise for company growth in financial sectors

Management Buy-Out Support
Corporate Finance

Facilitates ownership transitions and growth strategies for businesses

Investments & Acquisitions by Estancia Capital Management

Estancia Capital Management has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Abel Noser and American Beacon Advisors.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Comprehensive back-office solutions are provided for asset managers and investors.
abelnoser.comNew York, United States1975Jul 2016••••
Investment funds are managed for client portfolios in the US.
americanbeaconfunds.comIrving, United States1986Nov 2014••••
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Timeline of Estancia Capital Management

3 dated milestones of Estancia Capital Management across 6 years, from founding to its latest funding, stage changes and deals.

  1. Founded Estancia Capital Management is founded.
  2. Acquisition Acquires American Beacon Advisors.
  3. Acquisition Acquires Abel Noser.

Competitors of Estancia Capital Management

Estancia Capital Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of Estancia Capital Management

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Web traffic of Estancia Capital Management

The website of Estancia Capital Management (estanciapartners.com) receives about 2.5K visits a month.

  • Monthly visits
    2.5K

    ▲ 19.8% vs previous month

Top companies in Investment & Financial Technology

3 companies that operate in the same segment as Estancia Capital Management (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M602
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Related news about Estancia Capital Management

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Frequently Asked Questions about Estancia Capital Management

Estancia Capital Management was founded in 2010.

Estancia Capital Management is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.

Estancia Capital Partners is a private equity firm that focuses on investing in growing, lower middle-market companies offering mission-critical solutions to financial services markets. They pursue strategies like management buy-outs, ownership transitions, and growth initiatives, often partnering with management teams. Based in Scottsdale, Arizona, they emphasize value creation through capital and expertise, aiming to elevate company capabilities while maintaining flexibility in investments.

Estancia Capital Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Estancia Capital Management offers Private Equity Services and Management Buy-Out Support.

Estancia Capital Management has made 2 acquisitions, including Abel Noser, and American Beacon Advisors.

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