Evoke Advisors
About Evoke Advisors
Evoke Advisors is a company based in Los Angeles (United States) was acquired by MAI Capital Management in November 2025. It operates as a Professional Services. Evoke Advisors has completed 1 acquisition, including Crescent Bay Advisors, Inc.. Evoke Advisors offers products and services including Investment Advice, Family Office Services, Financial Planning, Trust & Estate Planning, and Tax Strategy & Accounting.
- Headquarter Los Angeles, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
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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
- Investments & Acquisitions
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Acquired by
MAI Capital Management
(Nov 04, 2025)
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Products & Services of Evoke Advisors
Evoke Advisors offers a comprehensive portfolio of products and services, including Investment Advice, Family Office Services, Financial Planning, Trust & Estate Planning, and Tax Strategy & Accounting. 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.
Investment strategies are tailored for diverse client needs.
Comprehensive solutions are provided for family wealth management.
Financial plans are crafted to meet client goals.
Estate plans are designed for generational wealth transfer.
Tax strategies are developed to optimize financial outcomes.
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Funding Insights of Evoke 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 Evoke Advisors
Evoke Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include MAI Capital Management. 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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Financial advisory services are provided by MAI Capital Management.
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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 Evoke Advisors
Evoke Advisors has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Crescent Bay Advisors, Inc.. 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 strategic advisory services for business development and capital deployment
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0 |
| 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 - Evoke 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 |
Evoke Advisors Comparisons
Competitors of Evoke 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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Frequently Asked Questions about Evoke Advisors
Where is Evoke Advisors located?
Evoke Advisors is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
What does Evoke Advisors do?
Evoke Advisors is focused on delivering customized financial solutions to families, individuals, founders, entrepreneurs, and institutional investors. Services are provided across investment advice, family office management, financial planning, trust and estate planning, tax strategy, and business pre-sale strategies. The company operates in the wealth management sector, emphasizing innovation, transparency, and tailored portfolio strategies to meet client needs and legacy goals.
What products or services does Evoke Advisors offer?
Evoke Advisors offers Investment Advice, Family Office Services, Financial Planning, Trust & Estate Planning, and Tax Strategy & Accounting.
How many acquisitions has Evoke Advisors made?
Evoke Advisors has made 1 acquisition, including Crescent Bay Advisors, Inc..
Who are Evoke Advisors's investors?
Evoke Advisors has 1 investor. Key investors include MAI Capital Management.
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