About Everhart Advisors
Everhart Advisors is a company founded in 2012. It operates as a B2B, and B2C. Everhart Advisors has completed 1 acquisition, including McGohan Brabender. Everhart Advisors offers products and services including 401(k) Plan Consulting and Wealth Management.
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Products & Services of Everhart Advisors
Everhart Advisors offers a comprehensive portfolio of products and services, including 401(k) Plan Consulting and Wealth Management. 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.
Services for managing corporate retirement plans and fiduciary protection.
Personalized planning for investments, retirement, and tax strategies.
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Funding Insights of Everhart 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 |
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Investments & Acquisitions by Everhart Advisors
Everhart Advisors has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include McGohan Brabender. 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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Provider of health risk management services
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1972 |
| 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 - Everhart 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 |
Everhart Advisors Comparisons
Competitors of Everhart Advisors
| 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 Everhart Advisors
Frequently Asked Questions about Everhart Advisors
When was Everhart Advisors founded?
Everhart Advisors was founded in 2012.
What does Everhart Advisors do?
Everhart Advisors is a financial advisory firm specializing in 401(k) plan consulting and wealth management. They assist clients with investment selection, fiduciary protection, and retirement planning through personalized advice. The firm serves corporate clients for employee benefits and individuals for financial goals. Operating from offices in Ohio and Florida, they focus on integrity and optimal outcomes in financial services.
What products or services does Everhart Advisors offer?
Everhart Advisors offers 401(k) Plan Consulting and Wealth Management.
How many acquisitions has Everhart Advisors made?
Everhart Advisors has made 1 acquisition, including McGohan Brabender.