About High Tower
High Tower is a Financial Services company based in Chicago (United States) founded in 2008. Provider of wealth management services. High Tower has raised $129.4 million across 5 funding rounds from investors including Franklin Templeton, Thomas H Lee Partners and M.D. Sass. High Tower has completed 10 acquisitions, including Archer Wealth Management, Bel Air Investment Advisors and Capital Management Group. Its website hightoweradvisors.com draws about 54 thousand monthly visits. High Tower offers products and services including Marketing Services, Financial Operations, Human Resources, and Regulatory Guidance. Its focus areas include Asset Management and Wealth Management. Its legal entity is Hightower Advisors, LLC. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
High Tower was established in 2008 in Chicago, United States, as a provider in the financial services sector. Wealth management solutions are delivered through advisory platforms, supporting client portfolios and investment strategies. Operations are centered in the wealth management industry, with a focus on comprehensive advisory services for institutional and individual clients across the country. The companys domain, hightoweradvisors.com, facilitates access to these resources.
- Headquarters Chicago, United States
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website hightoweradvisors.com
- Social LinkedIn X
- Legal Name Hightower Advisors, Llc
- Total Equity Funding$129.4M (USD)
in 5 rounds
- Latest Funding Round$300M (USD), Debt – Conventional
Apr 2021
- InvestorsFranklin Templeton
& 4 more
- Investments & AcquisitionsArcher Wealth Management
& 9 more
Products & Services of High Tower
High Tower offers a comprehensive portfolio of products and services, including Marketing Services, Financial Operations, Human Resources, and Regulatory Guidance.
Offers marketing support for financial advisory firms.
Provides back-office scalability for wealth management.
Delivers HR guidance to advisory businesses.
Assists with regulatory needs for financial firms.
Funding Insights of High Tower
High Tower has successfully raised a total of $129.4M across 5 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $300 million completed in April 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $129.4M
- Total Rounds 5
- Last Round Debt – Conventional — $300M
- First Round $100M
(Mar 2010)
- Investors Count 5
All 5 funding rounds of High Tower 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 |
|---|---|---|---|---|---|
| Apr 2021 | $300M | Debt – Conventional | – | – | – |
| Oct 2017 | Series E | – | Thomas H Lee Partners | – | |
| Jan 2015 | $150M | Debt – Conventional | – | – | – |
| May 2013 | $29.4M | Series D | – | – | – |
| Mar 2010 | $100M | Series D | – | – |
5 investors in total: 5 institutional.
Investors in High Tower
High Tower has secured backing from 5 investors, including venture fund and institutional investors. Prominent investors backing the company include Franklin Templeton, Thomas H Lee Partners and M.D. Sass.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are directed toward traditional industries. | 1974 | thl.com | Boston, United States | |
Early-stage US companies are invested in by Asset Management Ventures. | assetman.com | Palo Alto, United States | ||
| dlbcapital.com | ||||
Diversified investment management services are offered globally by the firm. | 1947 | franklintempleton.com | New York, United States | |
Diversified asset management is handled by M.D. Sass. | 1972 | mdsass.com | New York, United States |
Investor details for High Tower
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People of High Tower
189 people are tracked at High Tower (85 in leadership, 104 in team).
| Name | Role | Group |
|---|---|---|
Kc Bounds | Director, Operations And Administration | Leadership |
Cfip Rhyan Young | Director | Leadership |
Sharon Lailey | Managing Partner, Sr. Wealth Advisor | Leadership |
Bob Oros | Chairman & CEO | Leadership |
Doug Besso | Chief Technology Officer | Leadership |
Scott Holsopple | Chief Strategy Officer | Leadership |
Matthias Kuhlmey | EVP, Chief Development Officer | Leadership |
Mingdong Tan | Managing Director, Partner At The Lerner Group | Leadership |
Dan Berg | Chief Financial Officer | Leadership |
Randy Bullard | Head Of Investment Management | Leadership |
Shannon Bultemeier | Executive Director, Accounting & Finance | Leadership |
Scot Kees | Chief Administrative & Legal Officer | Leadership |
Stephanie Link | Chief Investment Strategist & Portfolio Manager | Leadership |
Marc Cabezas | Head Of Mergers And Acquisitions | Leadership |
Crystal Clifford | Managing Director | Leadership |
Sean Mullen | Executive Director & Head Of Strategic Partnerships | Leadership |
Heather Clement | Director Of Operations & Client Service | Leadership |
Robert Picard | Head Of Alternative Investments | Leadership |
Bradley Bergstrom | Director Of Network Infrastructure | Leadership |
Scott Hadley | Chief Advisory Officer | Leadership |
169 more people are available in the full profile.
Complete people profiles for High Tower
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Investments & Acquisitions by High Tower
High Tower has strategically engaged in corporate development activities, having acquired 10 companies. Notable acquisitions include Archer Wealth Management, Bel Air Investment Advisors and Capital Management Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of wealth management services | valleyfinancial.com | Flourtown, United States | 1999 | Aug 2026 | •••• | |
Private wealth management services are offered by The Bahnsen Group. | thebahnsengroup.com | Newport Beach, United States | 0 | Apr 2026 | •••• | |
Wealth management and financial planning services are provided holistically. | cmgnewyork.com | Pearl River, United States | 1992 | Jan 2024 | •••• | |
Accounting, tax, and business advisory services are provided. | gmssurgent.com | Devon, United States | 2010 | Jul 2023 | •••• | |
Provider of wealth management services | vigilantwm.com | Portland, United States | 2002 | May 2023 | •••• | |
Diversified investment and wealth management services are provided. | tcwealthpartners.com | Downers Grove, United States | 1993 | Jan 2022 | •••• | |
Diversified investment management services are provided across asset classes. | farrmiller.com | 1996 | Jul 2021 | •••• | ||
Wealth management firm | belair-llc.com | San Francisco, United States | 1998 | Jan 2021 | •••• | |
Diversified investment management firm | salientprivateclient.com | Houston, United States | 2002 | Apr 2018 | •••• | |
Wealth and portfolio management services, plus financial advisory, are provided. | archerwealth.com.au | Rockhampton, Australia | 0 | Jun 2016 | •••• |
Complete acquisition details for High Tower
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Timeline of High Tower
13 dated milestones of High Tower across 18 years, from founding to its latest funding, stage changes and deals.
- Founded High Tower is founded.
- Funding First funding round of $100.0M.
- Acquisition Acquires Archer Wealth Management.
- Acquisition Acquires Salient Private Client.
- Acquisition Acquires Bel Air Investment Advisors.
- Funding Latest funding round, Debt – Conventional, of $300.0M.
- Acquisition Acquires Farr, Miller & Washington.
- Acquisition Acquires TC Wealth Partners.
- Acquisition Acquires Vigilant Wealth Management.
- Acquisition Acquires GMS Surgent.
- Acquisition Acquires Capital Management Group.
- Acquisition Acquires The Bahnsen Group.
- Acquisition Acquires Valley Financial Group.
Competitors of High Tower
High Tower has 3 listed competitors 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 competitors of High Tower
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- Full competitor set
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Web traffic of High Tower
The website of High Tower (hightoweradvisors.com) receives about 54.3K visits a month and ranks #1,286,961 among all websites worldwide, #10,897 in Investing.
- Monthly visits54.3K
▲ 144.6% vs previous month
- Unique visitors10.1K
per month
- Global rank#1,286,961
among all websites
- Category rank#10,897
Finance · Investing
- Bounce rate37%
- Pages per visit1.6
- Average visit2 min 03 sec
- DevicesDesktop 43% · Mobile 57%
Websites whose visitors overlap most with High Tower. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ofgltd.com | 100% | 5.3K | #3,802,397 | View details | |
| cressetcapital.com | 87% | 111.4K | #459,097 | View details | |
| dynastyfinancialpartners.com | 83% | 14.7K | #1,538,403 | View details | |
 sungroupwp.com | sungroupwp.com | 79% | #14,568,238 | – | |
| lyonswealth.com | 77% | 14.5K | #1,771,908 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for High Tower
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Top companies in Asset Management
3 companies that operate in the same segment as High Tower (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 High Tower
Complete news archive for High Tower
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Frequently Asked Questions about High Tower
High Tower was founded in 2008 and raised its 1st funding round 2 years after it was founded.
High Tower is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
High Tower is a funded company, having raised a total of $129.4M across 5 funding rounds to date. The company's 1st funding round was a Series D of $100M, raised on Mar 2010.
High Tower was established in 2008 in Chicago, United States, as a provider in the financial services sector. Wealth management solutions are delivered through advisory platforms, supporting client portfolios and investment strategies. Operations are centered in the wealth management industry, with a focus on comprehensive advisory services for institutional and individual clients across the country. The companys domain, hightoweradvisors.com, facilitates access to these resources.
High Tower's top competitors include Focus Financial Partners, Alera Group and Wintrust.
High Tower offers Marketing Services, Financial Operations, Human Resources, and Regulatory Guidance.
High Tower has made 10 acquisitions, including Archer Wealth Management, Bel Air Investment Advisors, and Capital Management Group.
High Tower has 5 investors. Key investors include Franklin Templeton, Thomas H Lee Partners, M.D. Sass, Asset Management Ventures, and DLB Capital.
High Tower operates through Hightower Advisors, Llc.