Fortis Advisors

San Diego, United States Founded: 2011 • Age: 15 yrs Acquired By PNC
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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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Business Services → Financial, Accounting & Compliance Services
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • 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. 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.

Primary

Shareholder representation is provided for private M&A deals.

Escrow and payment solutions are managed for deals.

Funding Insights of Fortis Advisors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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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. 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.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking and financing services are provided by PNC.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Fortis Advisors

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Fortis Advisors

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Fortis Advisors Comparisons

Employees
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Competitors of Fortis Advisors

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Fortis Advisors

Frequently Asked Questions about Fortis Advisors

When was Fortis Advisors founded?

Fortis Advisors was founded in 2011.

Where is Fortis Advisors located?

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

What does Fortis Advisors do?

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.

What products or services does Fortis Advisors offer?

Fortis Advisors offers Shareholder Representation and Escrow & Payment Solutions.

Who are Fortis Advisors's investors?

Fortis Advisors has 1 investor. Key investors include PNC.

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