Fortis Advisors

San Diego, United States Founded: 2011 • Age: 15 yrs Acquired By PNC
Tax review and dispute services are provided to clients.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 2 Services tracked
Competitors - Brand Intelligence

About Fortis Advisors

Fortis Advisors is a company based in San Diego (United States) founded in 2011 was acquired by PNC in December 2017. It operates as a Professional Services. Fortis Advisors offers products and services including Shareholder Representation and Escrow & Payment Solutions.

  • Headquarter San Diego, United States
  • Sectors
    Business Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Business Services → Financial, Accounting & Compliance Services Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    PNC

    (Dec 20, 2017)

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Products & Services of Fortis Advisors

Fortis Advisors offers a comprehensive portfolio of products and services, including Shareholder Representation and Escrow & Payment Solutions.

Product name locked
Category locked
Primary

Shareholder representation is provided for private M&A deals.

Product name locked
Category locked
Locked

Escrow and payment solutions are managed for deals.

Funding Insights of Fortis Advisors

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Detailed funding history for Fortis Advisors

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  • Funding amounts
  • Participating investors
  • Valuation history

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Investors in Fortis Advisors

Fortis Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include PNC.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking and financing services are provided by PNC.
Locked Locked Locked
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Investor details for Fortis Advisors

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by Fortis Advisors

Investments
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Investment portfolio details for Fortis Advisors

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Fortis Advisors

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Detailed financials for Fortis Advisors

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Fortis Advisors Comparisons

Fortis Advisors Primary company
Description
Tax review and dispute services are provided to clients.
Location
San Diego, United States
Founded Year
2011
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Fortis Advisors

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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Competitors of Fortis Advisors

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Detailed competitors of Fortis Advisors

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Latest news on Fortis Advisors

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Complete news archive for Fortis Advisors

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Fortis Advisors

Fortis Advisors was founded in 2011.

Fortis Advisors is headquartered in San Diego, United States. It is registered at San Diego, California, United States.

Fortis Advisors is involved in providing shareholder representation and escrow payment solutions for private MA deals. The company collaborates with PNC Bank to deliver end-to-end solutions for managing deals from closing and beyond. Services are extended to investors and entrepreneurs globally, focusing on post-closing deal management within the financial advisory sector.

Fortis Advisors offers Shareholder Representation and Escrow & Payment Solutions.

Fortis Advisors has 1 investor. Key investors include PNC.

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