About Freestone Capital Management
Freestone Capital Management is a Financial Services company based in Seattle (United States) founded in 1999 by Gary Furukawa. Wealth management services are provided to high-net-worth clients. Its website freestonecapital.com draws about 29 thousand monthly visits. The company has since been acquired. Freestone Capital Management offers products and services including Financial Planning, Investment Management, Estate Planning, Tax Planning, and Insurance Services. Its focus areas include Asset Management and Wealth Management. Its legal entity is Freestone Capital. Similar companies include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed similar companies have raised funding.
Company details
Freestone Capital Management was established in 1999 in Seattle, United States, as a firm specializing in wealth management. Advisory and investment services are offered to clients, with operations centered on portfolio management and financial planning. The company is led by founder Gary Furukawa and managing director Liv Freeby. Focus remains on the financial services sector within the Pacific Northwest region.
- Headquarters Seattle, United States
- Founders Gary Furukawa
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website freestonecapital.com
- Social LinkedIn Facebook
- Legal Name Freestone Capital
- Latest Funding Round$6.75M (USD), Unspecified
Nov 2012
Products & Services of Freestone Capital Management
Freestone Capital Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Estate Planning, Tax Planning, and Insurance Services.
Service for creating personalized financial strategies and goals.
Managing traditional and alternative investments for clients.
Assisting with asset protection and legacy planning needs.
Providing strategies to optimize tax obligations and savings.
Offering asset protection through various insurance options.
Funding Insights of Freestone Capital Management
- Total Rounds 1
- Last Round Unspecified — $6.75M
- First Round $6.75M
(Nov 2012)
All 1 funding rounds of Freestone Capital Management with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2012 | $6.75M | Unspecified | – | – | – |
People of Freestone Capital Management
22 people are tracked at Freestone Capital Management (21 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Gary Furukawa | Founder | Leadership |
Liv Freeby | Managing Director | Leadership |
Christopher Somers | Director, Business Development | Leadership |
James Hughes | Head Of Advisory & Business Development | Leadership |
Breana Brown | Director | Leadership |
Sean Carr | Managing Director | Leadership |
Hayden Wieck | Managing Director | Leadership |
Robert Downer | Managing Director | Leadership |
Mike Schneider | Managing Director | Leadership |
Virginia Leong | Managing Director - Corporate Accounting | Leadership |
Beau Bowman | Director | Leadership |
Larry Miles | President and Chief Executive Officer | Leadership |
George Chang | Managing Director General Counsel | Leadership |
Michael Allard | Managing Director | Leadership |
Alison R. | Marketing Director | Leadership |
Aaron Sellsted | Managing Director | Leadership |
Peter Wicklund | Managing Director | Leadership |
Jennifer Moreland | Partner, Chief Financial Officer | Leadership |
Ann Gookin | Managing Director | Leadership |
Johnna Long | Managing Director | Leadership |
2 more people are available in the full profile.
Complete people profiles for Freestone Capital Management
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Freestone Capital Management
2 dated milestones of Freestone Capital Management across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Freestone Capital Management is founded.
- Funding First funding round of $6.8M.
Similar companies to Freestone Capital Management
Freestone Capital Management has 3 listed similar companies in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed similar companies of Freestone Capital Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Freestone Capital Management
The website of Freestone Capital Management (freestonecapital.com) receives about 29.1K visits a month and ranks #1,281,672 among all websites worldwide, #10,868 in Investing.
- Monthly visits29.1K
▲ 23% vs previous month
- Unique visitors10.9K
per month
- Global rank#1,281,672
among all websites
- Category rank#10,868
Finance · Investing
- Bounce rate73%
- Pages per visit1.5
- Average visit1 min 47 sec
- DevicesDesktop 10% · Mobile 90%
Websites whose visitors overlap most with Freestone Capital Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| jicinvest.com | 100% | #7,673,561 | View details | ||
noesis-capital.com | noesis-capital.com | 99% | #9,797,769 | – | |
| tcbwa.com | 78% | 5.1K | #3,971,585 | View details | |
homestreetbank.com | homestreetbank.com | 78% | – | ||
| nwadmin.com | 78% | 16.3K | #1,243,660 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 20 similar websites and full traffic analytics for Freestone Capital Management
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 20 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Freestone Capital Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Freestone Capital Management
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Frequently Asked Questions about Freestone Capital Management
Freestone Capital Management was founded in 1999 and raised its 1st funding round 13 years after it was founded.
Freestone Capital Management is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
Freestone Capital Management was established in 1999 in Seattle, United States, as a firm specializing in wealth management. Advisory and investment services are offered to clients, with operations centered on portfolio management and financial planning. The company is led by founder Gary Furukawa and managing director Liv Freeby. Focus remains on the financial services sector within the Pacific Northwest region.
Freestone Capital Management's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Freestone Capital Management offers Financial Planning, Investment Management, Estate Planning, Tax Planning, and Insurance Services.
Freestone Capital Management operates through Freestone Capital.