Fortis Advisors

San Diego, United States Founded: 2011 • Age: 15 yrs Acquired By PNC
Tax review and dispute services are provided to clients.

About Fortis Advisors

Fortis Advisors is a Business Services company based in San Diego (United States) founded in 2011, and was acquired by PNC in December 2017. Tax review and dispute services are provided to clients. It operates on a Professional Services model. Fortis Advisors offers products and services including Shareholder Representation and Escrow & Payment Solutions. Its focus areas include Financials, Capital Markets and Financial Advisory.

Company details

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.

  • Headquarters San Diego, United States
  • Stage Acquired
  • Sectors
    Business Services
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  • Website fortisrep.com
  • Social LinkedIn
  • Acquired by PNC (Dec 2017)
Key Metrics

Products & Services of Fortis Advisors

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

Shareholder Representation
Financial Services

Shareholder representation is provided for private M&A deals.

Escrow & Payment Solutions
Financial Services

Escrow and payment solutions are managed for deals.

Investors in Fortis Advisors

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

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Commercial banking and financing services are provided by PNC.
1845pnc.comPittsburgh, United States
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Investor details for Fortis Advisors

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

People of Fortis Advisors

1 people are tracked at Fortis Advisors (1 in leadership).

NameRoleGroup
Ralph Sabin
Managing DirectorLeadership
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Complete people profiles for Fortis Advisors

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of Fortis Advisors

2 dated milestones of Fortis Advisors across 6 years, from founding to its latest funding, stage changes and deals.

  1. Founded Fortis Advisors is founded.
  2. Exit Acquired by PNC.

Web traffic of Fortis Advisors

The website of Fortis Advisors (fortisrep.com) receives about 8.1K visits a month.

  • Monthly visits
    8.1K

    ▲ 63.5% vs previous month

Similar websites

Websites whose visitors overlap most with Fortis Advisors. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
srsacquiom.com
100%
69.9K#369,427View details
nvca.org
80%
#511,755View details

Top companies in Governance, Risk & Compliance (GRC) Services

3 companies that operate in the same segment as Fortis Advisors (Governance, Risk & Compliance (GRC) Services) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Risk management and operational support services are delivered globally.
2010Reston, Virginia, United States1,502
Provider of natural gas, crude oil, and petroleum products exploration services
1882Irving, Texas, United StatesUSD 323.9 B61,000
Marsh is recognized as a global leader in insurance broking and risk management.
1871New York, New York, United States
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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.

Yes. Fortis Advisors was acquired by PNC in December 2017.

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